How accountants actually turn advisory into $30k–$100k of real fees

Too many accountants ask me the same question:

“How do we actually turn tax planning and advisory into real revenue — not just nicer reports?”

Here’s the honest answer. Software alone doesn’t do it. Neither does a one-off webinar or a template download.

What works is guided execution, applying the work with real clients, refining it, reviewing it, and pricing it properly. That’s exactly why we built the TaxFitness Annual Premium subscription. It’s designed for firms that want to work with us 1-on-1, properly — not just log in and figure it out themselves.

If your goal is to generate $30,000 to $100,000 in real advisory fees within your first 12 months, this is the plan built for that outcome.

Here’s what Annual Premium actually includes:

• Unlimited coaching and Zoom sessions for you and your team
• Hands-on support with tax planning reports — how to structure them, present them, and sell them
• Hands-on support with Top 20% business benchmarking reports — using real data with real clients
• Guidance on pricing, positioning, and advisory conversations
• Ongoing review and refinement as you apply it with live clients

This isn’t about learning more. It’s about doing the work, with support, until it sticks. The firms that get results don’t wait until they feel “ready”.
They commit, apply, adjust, and build confidence through execution. That’s what Annual Premium is designed to support.

If this aligns with where your firm is heading, book a short call and we’ll work through whether Annual Premium is the right fit.