“Level Them Up" MENTORSHIP GUIDE

The Coaching & Mentorship Guide Every Tax Leader Needs to Grow a Winning Team

Description:

For years, I thought every tax partner, trainee, or team member learned the same. I had one system, one style—and when people didn’t meet expectations, I thought it was them.

But the truth?

It wasn’t them.

It was how I mentored them.

If you're a tax leader, ERO, or someone building a team—you’ve probably felt this too. High turnover, unmotivated team members, or failed goals that made you question your leadership.

This eBook is for you.

Inside, you’ll learn how to identify what kind of mentor you really are—and how that leadership style impacts your team.

Because not everyone learns the same, and cookie-cutter coaching doesn’t cut it.

💼 What You’ll Discover:

• 4 proven coaching models tax pros can use: GROW and FUEL
• Real-life examples and scenarios for training new preparers
• Templates for check-ins, goal setting, and feedback
• How to adjust your style based on how your team learns and communicates
• Reflective prompts to help you find your leadership voice