Welcome to Pocket Business Guides

Tax Consultant Client Journey

Tax Consultant Client Journey

Price$8.00

This guide walks you through the complete client journey for a tax consulting business, helping you attract, engage, convert, and retain clients effectively. Whether you're an independent tax advisor or run a tax consultancy firm, this guide provides actionable insights at every stage, from the moment a potential client discovers your services, through onboarding, service delivery, and post-tax season follow-ups.

  • Who is this for?
  • Guide highlights
  • What is inside ?
  • Independent Tax Consultants
  • Accounting and Tax Advisory Firms
  • Small Business Tax Specialists
  • Corporate Tax Departments
  • Freelancer and Gig Economy Advisors
  • Wealth and Estate Planning Professionals
  • Financial Coaches and Planners
  • Self-explanatory visuals
  • Easy to understand
  • Get fresh ideas
  • Makes you think like a consultant
  • No prior business knowledge needed
  • Step-by-step guides
  • Simple do-it-yourself worksheets
  • Accessible anywhere