By Jassen Bowman
Tax Resolution Systems
Every day, you should go through your goals checklist.
MORE: Use Checklists to Manage Your Tax Firm | Checklists for Your Tax Resolution Office Setup | Case Study: Building a Tax Resolution Business | Marketing Requires Ruthless Accountability | First, You Need Clients | The Tax Resolution Client Intake Checklist
Exclusively for PRO Members. Log in here or upgrade to PRO today.
Whether you do this just at the beginning of the day, or also at the close of the business or actual day, be sure to include
- empowering daily questions,
- affirmations and
Empowering Daily Questions
These are examples of empowering daily questions:
- What am I happy about right now?
- What am I grateful about right now?
- What am I excited about right now?
- What am I enjoying most right now?
- What am I committed to right now?
- What did I do last week that I am proud of?
- What did I do yesterday that I am proud of?
- Who do I love?
- Who loves me?
- What could I do today to move me toward my goal and make me feel fantastic?
- What have I given today?
- How has today added to the quality of my life?
- What investments have I made today that will positively contribute to my future?
- "The Happiness Advantage" by Shawn Achor
- "Personal Power II" by Anthony Robbins
- "The Secret," "The Power" and "The Magic" by Rhonda Byrne
Affirmations allow us to internalize into our subconscious those things that are currently external to us, but which we desire to make a part of ourselves. Affirmation, when believed and repeated, can be quite powerful in altering our mindset and character. The following are examples of affirmations.
Personal Development Affirmations
- I am involved with everything I do, so I will invest time to working on improving myself.
- Self-discipline is fundamental to my success, so I am committed to keeping promises I make to myself.
- I focus on installing new empowering habits and removing old disempowering habits by making it easier to do the things I should be doing and making it ever harder to do the things that I want to replace.
Professional Development Affirmations
- I obtain immense gratification from working on projects that get me closer to my goals.
- I am worthy of the income I earn by providing five-star customer service.
- I work daily to improve myself mentally, physically and spiritually.
- Every day, new people are attracted to me in search of my expertise in resolving their tax problem.
- My prospects value our initial interaction, and they recognize the value in retaining my services.
- I have and follow a great followup touch program to my prospects to easily convert more prospects to clients.
- I continue to receive ever-increasing amounts of money for adding ever-increasing value to the marketplace.
- I work with the best people and I am constantly seeking the best people to work with.
Systems and Tools
- I follow my tax resolution systems and work on improving them every chance I get.
- My clients and I both benefit from the consistent, high-quality service I provide by following written, well documented systems.
The following are examples of happy talk from "The As If Principle" by Richard Wiseman.
- I feel surprisingly good about myself today.
- I think that I can make a success of things.
- I am glad that most people are very friendly toward me.
- I know that if I set my mind to something, it will usually turn out well.
- I feel very enthusiastic right now.
- It’s as if I am full of energy at the moment and enjoying what I am doing.
- I feel especially efficient today.
- I’m very optimistic at the minute and expect to get along very well with most of the people I meet.
- I’m feeling very good about myself and the world today.
- Given the mood that I am in, I feel particularly inventive and resourceful.
- I’m pretty certain that most of my friends will stick with me in the future.
- I feel my life is very much under my control.
- I am in a great mood and want somebody to play some wonderful music.
- I am enjoying this, and I really do feel good about myself.
- This feels like one of those days when I’m raring to go!
Each day, after going through the affirmations, take a moment to review your goals.
Taking just a few minutes to review your goals each day will give you amazing clarity and dramatically improve your ability to make decisions that will ultimately lead to achieving your goals as choices come up during the day.
Review your own practice goals daily. Here are some examples.
- Each week, I read a new book, listen to an audio book and/or a course on marketing, business systems, tax law and/or personal development. This means at least 52 new books, audio books and/or courses each year.
- I’ll exercise my personal self-discipline and exercise for at least 30 minutes each day, seven days a week.
- By the first of the month I’ll have added 80 new contacts to my prospect database and started them on my followup touch program.
- I contact at least 20 people a week to stay in touch.
- Each month I will conduct 30 new initial consultations.
- Each month I will choose eight new clients to represent.
- Each month, I am consistently netting at least $24,000 per month from six new tax resolution clients plus ongoing bookkeeping and tax prep work.
- I will expand my professional accounting/legal sphere by networking with at least two other professionals weekly.
- I will hire an amazing unlicensed assistant to help grow my business and improve the service I am providing clients by January 15.
Systems and Tools
- By July 1 I’ll have my complete initial consultation documented in checklist format.
Lifestyle Goals (Long-Term Goals)
- Have a tax practice producing $500,000 in net income to me by July 1, 2018 while working only three days per week.
- Have a net worth of $2.5 million by December 31, 2019.