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Top Tier Training Program

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Our Top Tier Team training program consists of teaching you individual & business taxation, business formation, bookkeeping, and tax strategies to help your clients

Become a part
of the
Top Tier Team

This training program is Only
$1297

Registration ends Sunday, October 1st. This training is limited to 10 people.

  • Individual tax training

  • Due diligence training

  • Business tax training

  • Software training

  • CRM system (Tax Dome)

  • CRM training

  • Marketing Content and Training

  • Intake Forms provided

  • Workflow & System provided

  • Tax Software provided

  • 24 hour support

  • Create your own schedule

  • Pricing guide

  • Bank products available

  • No EFIN required

  • PTIN required and included

  • AFSP required and included

  • Bookkeeping training

  • Business Formation training

  • Tax strategies training

PLUS:

  • Live virtual sessions - recorded

  • Self paced lessons & Recorded sessions are viewable at anytime

  • Weekly support group meetings during busy season

  • 2 one on one sessions per month

Let's Get You Registered!

Pay in Full

Pay the full amount via Credit Card, Debit Card, Paypal, or Sezzle

 

Thank you for your order! You will receive a receipt for your purchase as well as access to the Training Program within 24-48 hours!

Top Tier Training Program

$325.00

325

Every month

​

4 monthly payments of $325

Access to everything included in our Training Program

Pay via Affirm

Once you submit your information you will receive an email to pay via Affirm.

 

Within 24 hours you will receive the payment link for you to be able to pay via Affirm.

Terms & Conditions: Our Top Tier Training Program includes everything shown above and below. The agenda for our program will be provided to you once you make your initial payment. This training will be Instructor-led and virtual where each session will be recorded and uploaded to the group for access. Upon purchase you will receive an email confirmation of purchase, access to your group, and your agenda. Trainings will begin on Sunday, September 24th 3pm est. This training is a team training where you will be required to be a part of the Top Tier team as an Independent Contractor. Additional terms and conditions can be found in your contract.

Need to Know:

Trainings
 
​September 24 - December 14th
Break: November 10th - December 2nd
Sunday: 3:00pm EST - 5:00pm EST
Tuesday & Thursday: 7:00pm EST - 10:00pm EST
Break: December 15th - January 3rd

Ongoing Meetings
 
​January 4th - Official Opening Meeting
Weekly meetings as follows
Thursdays: 7pm EST - 10pm EST
Final Team meeting April 18th, 2024
additional training & guidance following April 18th is contingent on performance during 4th quarter of 2023 and 1st quarter of 2024

  • Once your initial payment is made you will receive an email confirmation of purchase as well as your agenda for Training within 24-48 hours. 

  • Trainings will begin on Sunday, September 24th at 7pm EST via Zoom.

  • You WILL NOT receive an agenda or outline of the trainings until your initial payment is made. 

  • There will be splits which are as follows: If the client is provided by Top Tier FBS (80/20 split), If the client is provided by you (90/10 split). The preparer of the return will receive the higher end of the split. 

  • When you register for our training program you will automatically become a part of the Top Tier team as an Independent Contractor. 

  • You are required to work under us, Top Tier Financial & Business Solutions, LLC, for at least 9 months following registration. While working under us you will receive continued training and guidance for your business.

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