Tax Club

SPRING MEETING | FALL MEETING

MAY 2024 | NOVEMBER 2024

SAN DIEGO, CA | AUSTIN, TX

Are you a tax practice owner who has a passion for building both a profitable and valuable business?

  • Are you looking for a deeper connection to other tax practice owners who will hold you accountable for reaching your business goals?

  • Do you value time away from your desk to work ON your business?

  • Do you have a value-add tax practice? (ie, you provide advisory services in addition to your tax preparation services).

  • Do you have a growth and abundance mindset?

  • Have you been in business for at least 2 years and have revenue of $500K or more?

  • Are you interested in sharing best practices, growing your business and getting to the “next level”, however you define that?

WHAT IS TAX CLUB?

Tax Club isn’t your average peer group. We are a peer group on a mission to ground ourselves in improving the top line, bottom line and fostering a no-BS environment.

We meet twice per year in person, in a fun, engaging (and usually sunny) location. No boring Zoom calls, no monthly obligations. Just hyper-valuable, in-person time with other amazing tax pros.

Connection and Collaboration

80% of business problems are universal - why solve them alone?

In a confidential, consistent group, we will meet two times per year to share best practices and benchmark analyze the financial performance of our businesses. We build trusted, lasting relationships built on face time that goes past the networking small talk.

Financial Health Assessment

Compare your company’s financial performance to your peers and get pin-pointed guidance.

The Hot Seat Experience

Get your questions answered and your answers questioned.

Vision and GOAL SETTING

Find clarity and inspiration for action.

Joining Tax Club promises not only to enrich your business acumen but to forge lasting bonds with fellow tax practice trailblazers.

Lead by industry expert, speaker and tax practice owner, Kristen Keats.

Kristen Keats is a CPA and industry leader, with over twenty years of experience serving small businesses and self-employed clients. She owns and operates Sherwood Tax in Sherwood, Oregon and speaks nationally on the topic of tax practice management.

AGENDA

  • DAY 1 (ARRIVE)

    Arrive by 5 pm

    Dinner and drinks with the group

  • DAY 2 (FULL DAY)

    Breakfast

    Session 1 - Introductions

    Session 2 - Owner’s Roundtable

    Lunch

    Session 3 - Financial Comparative Analysis

    Excursion

    Dinner

  • DAY 3 (DEPART)

    Breakfast

    Session 4 - Group Discussion & Takeaways

    Adjourn by 10:30am

INCLUDES

  • Beautiful meeting location space

  • Professional event planning

  • Two days of food and drink all included

  • Group financial comparative analysis

Space is limited, apply now

Details:

MAY
San Diego