SUCCESS STORY:

Kendall Broda, CPA, CTC

540% Return on Initial Coaching Fee Within First Two Months!

Kendall is a CPA and Certified Tax Coach in Oceanside, California. With her certifications and continuing education, she confidently founded Taxes by the Sea in 2015 to help business owners keep more of what they earn by looking ahead at tax savings opportunities.

Kendall lacked confidence in the high value she offered, so consequently her prices were too low.

Kendall enrolled in the Concierge CPA program with master coaches Chuck Bauer and Jackie Meyer, CPA. Her practice saw dramatic improvement in the first two months!

Since enrollment in the Concierge CPA course, Kendall has achieved:

  • Extreme confidence in service value—prospects and clients now understand Kendall’s value, and closing stats are high.
  • Proper tools and systems were implemented which increased office efficiency over 50%.
  • The confidence to start expanding her team.
  • Achieved a 540% return on initial coaching fee within her first two months!

Kendall has also seen an amazing...

$ 0 K
In New Tax Strategy Revenue
(large clients with recurring monthly billing)

Learn More About The Programs & Tools Used

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