Recruit. Retain. Rise.

Build Your Winning Team with Confidence

Unlock the secrets to successful team building in the tax industry. This guide is your ultimate tool for attracting the right talent, establishing a strong onboarding process, and keeping your team members motivated every season. Discover why recruiting is like a sales process, where you are selling a vision, an opportunity, and a future to prospective candidates. Avoid common struggles like focusing only on short-term help and skipping foundational strategies.

Regular E-book Edition

Inside, you'll find:

• Smart Recruiting Strategies: A guide on how to approach recruiting and the best times to find quality candidates.
• Recruiting Scripts & Templates: Plug-and-play scripts for first conversations and email templates for warm outreach, follow-ups, and interview invitations.
• Hiring Best Practices: Essential tips for a smooth hiring process, from conducting interviews to providing written offer letters.
• Onboarding Checklists & Flowcharts: A checklist to help you get organized and flowcharts to visualize the onboarding process.
• Hiring Document Guidance: A comprehensive list of necessary documents for both W-2 employees and 1099 independent contractors.

Ebook with Bonus Content Edition

Inside, you'll find:

• The Recruit. Retain. Rise. Ebook: All the contents you can find in the regular e-book version. The comprehensive guide on team building, from smart recruiting strategies to hiring best practices and onboarding guidance.
• Recruiting & Hiring Toolkit: A full communications toolkit with professional email templates, offer letters, and essential hiring guidance.
• "Am I Ready to Recruit?" Checklist: A self-assessment checklist to ensure you're mentally and operationally prepared to lead a team.
• Sample Onboarding Flowchart: A visual guide to help you streamline your hiring process, from the first interview to assigning the first task.

Product Purpose:

This resource is designed to support Service Bureau owners and EROs in attracting the right talent, creating a solid onboarding process, and keeping team members motivated season after season. It aims to help you scale your business smartly by providing foundational recruiting strategies and best practices.

Product Format:

Digital Download (PDF, DOCX) - No physical product will be shipped

Who It’s For:

This guide and toolkit are specifically designed for Service Bureau owners and EROs. It's for anyone looking to build, manage, or lead a high-performance tax team.

Important Download Note 

Your purchase is a PDF file that contains the links for the actual files. If your download appears as a ZIP file, you must extract it before opening.

• Windows: Right-click the ZIP file and select "Extract All..."
• Mac: Simply double-click the ZIP file.
• The original PDF file will appear in a new folder, ready to use!

Can't Find Your Files?

If you don't see the access email in your primary inbox shortly after purchase, please be sure to check your spam or junk folder. Sometimes, automated delivery emails can be filtered there.

If you have any inquiries, please feel free to email our customer service at info@thecurativeresourceco.com. We will respond to all inquiries within 24-48 business hours.

License & Terms:

This digital product is for personal or internal business use only. It may not be resold, shared, or redistributed in any format. 

 All rights reserved by The Curative Resource Co.