Between tax seasons, your clients make financial decisions without consulting you. A monthly newsletter with relevant tax updates keeps you as their go-to advisor—not just 'the tax person'.
From seasonal preparer to trusted advisor
Nalo monitors tax law changes, new deadlines, and regulatory updates automatically.
Review the draft and add 'what this means for YOUR business'. Your expert perspective is what matters.
One monthly email with useful info = they consult you before deciding. You sell more services without selling.
April-June you're slammed. The rest of the year, you don't exist.
8 months a year without contact. They make financial decisions without consulting you.
The one who files their returns when it's time. Not a trusted advisor.
Tax planning, optimization, advisory—services you don't sell because they don't consult you.
From 'the tax person' to trusted advisor
Monthly presence = trust. They call BEFORE making decisions, not after messing up.
When they see your value monthly, they ask about planning, optimization, advisory.
Your value isn't the information—it's translating it to 'what this means for YOUR business'.
Clients pay $300/year for a preparer. They pay $3,000+ for an advisor. Which do you want to be?
Start positioning yourself as an advisor today. No credit card required.
