Bootcamps

SPIRIT WEEK WITH JENNIFER COLON (BCP 101)


Description

Get your tax business fully prepared for success with Spirit Week, a powerful 4-day training series led by Jennifer Colón, one of TSG ProAdvisor’s trusted Business Mentors. In this course, Jennifer breaks down everything you need to have in place before tax season begins — from the systems that support your workflow to the strategies that help your business grow.


Throughout these four sessions, you’ll learn how to build strong intake processes, implement effective marketing practices, and structure a professional and efficient online tax office. Jennifer brings her real-world experience, actionable tips, and step-by-step guidance to help you stay organized, compliant, and ready to serve clients with confidence.


Whether you’re launching your first season or refining an established practice, Spirit Week will give you the clarity, tools, and momentum you need to elevate your business from day one.

Number of Credits: IRS Program Number:

Content
  • Day 1 | System and Success Foundations
  • System and Success Foundations
  • Day 2 | Online Offices
  • Online Offices
  • Day 3 | Marketing Tools
  • Marketing Tools
  • Day 4 | Client Growth and Retention
  • Client Growth and Retention
Completion rules
  • All units must be completed