Live Webinar "How to Get Your First 25 Clients"

How to Get Your First 25 Tax Clients — LIVE Mini Class

Stop posting and hoping somebody books. It’s time to build your client list on purpose.

Join Rebecca Davis, a 20+ year tax professional who built a tax office to nearly 1,000 clients, for a practical LIVE training designed for tax pros who are new, rebuilding, or simply need more clients.

You’ll learn:

• How to find your first 25 clients
• Where to look for potential clients
• What to say in DMs
• Referral strategies that work
• Local & social media marketing ideas
• How to follow up without feeling pushy
• How to turn 25 clients into MORE clients

PLUS: Get client-building worksheets, trackers, scripts & a 7-day action plan.

🔥 Investment: $57
💻 LIVE Virtual Training

Stop waiting for tax season to bring you clients. Build your list before tax season gets here.

Resources will be sent prior to webinar.

October 12, 2026 @ 6pm cst