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68. In this live coaching session, Doug sits down with Kisha Shabazz, CPA, who just wrapped her first full tax season after leaving corporate America. With 85 clients under her belt, Kisha is now facing the next challenge: how to transition into an advisory model that brings year-round value and pricing power without getting overwhelmed.

We talk through packaging, pricing, onboarding, and the mindset shifts required to evolve from tax preparer to trusted advisor. If you're sitting on a book of business and wondering how to go from reactive to intentional, this one’s for you.

🔗 Connect with Kisha:
Website: futurefinancialdesign.com
LinkedIn: Kisha Shabazz, CPA
@futurefinancialdesign on Facebook, TikTok, and Instagram

🎙 Want live coaching on the podcast?
Apply at www.thepracticingaccountant.com/podcast

Turning a Tax Practice into an Advisory Business (Live Coaching)