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✓ Weekly Live Meetings Business Scaling Roadmap   ✓ Marketing Reviews   ✓ Accountability Check-ins Office  ✓ Performance Audits   ✓ Q&A Sessions

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WHAT YOU WILL COMPLETE

✓
Application and approval
✓
Profile setup and photo
✓
Portal introduction video
✓
Enrollment agreement
✓
Payment or funding option
✓
Required documents
✓
Tax training and assessments
✓
Mission and client-growth tasks
✓
Final readiness review
✓
Preparer activation