Tax time can reveal more than liabilities—learn how to turn tax insights into growth strategies.
Mark, a managing partner at a professional services firm, used to dread tax season. Not just because of the looming IRS deadlines—but because it reminded him how little clarity he had around his firm’s profitability.
Last year, Mark saw his tax bill go up and his margins go down. “We’re busier than ever,” he said, “but I feel like we’re standing still.” That’s when he met a profitability coach who showed him how to mine his tax prep data for strategic insights—not just compliance.
With a plan in place, they uncovered underperforming service lines, reset pricing strategies, and shifted from reactive to proactive. This year, Mark reinvested his tax savings into training and marketing. For the first time, tax season became a springboard, not a stumbling block.
Here’s how you can do the same:
- Identify trends from this year’s financial data—what grew, what shrank, and why?
- Create a plan to reinvest tax savings—think people, processes, or promotion.
- Schedule a strategic session to transform tax data into smart decisions.
Let’s turn your tax season into a launchpad for profitability. Schedule your complimentary strategic session today.
Every business owner wants to improve cash flow and profitability. However, many don’t know where to start or what to do. Let’s have a conversation that makes this tax season the start of something better.” — Bill McDermott, The Profitability Coach
