Coaching and Mentoring For Tax Practice Owners

Are You Running Your Practice, Or Is Your Practice Running You?

Successful business owners recognize the need to surround themselves with an experienced and capable support system. After growing his business to more than $500,000 in annual revenues in under 5 years, Concierge Tax founder Robert Gambardella understands the peaks and pitfalls in running a successful tax practice that is growing at a rapid pace.

Over the course of his practice ownership, he has made every mistake, encountered many obstacles, and has developed systems, methods, templates, and know-how that he is willing to share with other practice owners. His commitment to being a transformative force in the tax industry, includes sharing his hard-earned knowledge with other tax professionals. By working together, we can make the tax profession better overall.  

To date, Robert has consulted with over 150 tax practice owners, and continues to help more practitioners each and every month.

If you are looking to grow or improve your business, and can use some help getting there, one-on-one guidance and accountability from another practice owner, who understands exactly what it is like to be in your shoes, just might be the answer.

Concierge Tax currently offers four levels of coaching and mentoring guidance with our owner, Robert Gambardella. Each level is designed so tax practitioners can get the results you seek, at your own pace:

• Phone consultations, as needed, at an hourly rate

• Coaching consultations and best practice/template sharing on a monthly retainer

• Coaching plus practice Controllership services on a monthly retainer

• Coaching plus practice Controllership and Management services on a monthly retainer

Our coaching plans can be individualized based on your unique needs and goals. A list of potential mentoring topics is available here. Get the help you need to take your practice to the next level!