MTB Financial
Profit Maximization for EROs
Profit Maximization for EROs
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Most EROs leave thousands of dollars 💸 on the table every season because their pricing and team compensation models are not intentional. This ebook shows you exactly how to structure your fees, pay your team, and implement backend models that protect your bottom line and allow your office to grow. 🌱
Inside you’ll discover:
✨ How to set profitable fees that reflect your value and cover more than just the basics.
👥 Fee-split models that motivate preparers without draining your profit.
🏦 Backend fee strategies that add predictable, scalable revenue to every return.
📊 Case studies and real-world examples showing how small adjustments can add tens of thousands in profit.
✅ Compliance best practices to protect your office and keep every dollar you earn.
Whether you are running 100 returns a season or preparing to scale to 1,000+ 🔥, this guide gives you the framework to build a business that is profitable, sustainable, and built to last.
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