Roz Marketing - March/April 2024

SHOUT OUT

Congratulations to Frances Tomes for securing five small-business clients with Revenue Officers in just two weeks. Thanks for sharing. You’re on fire with your marketing! High five to Joe Aguilar for the release of his new book, “The Official Guide to Tax Resolution” and for having an article published in Referee Magazine. These are both ways of making you ACE

(Authority, Credibility, and Expert) as a tax resolution specialist. Kudos to Sharon Lewis for hosting her first webinar to get clients and for scheduling to do more of them. Congrats to Yvette Best for her well- deserved feature on the winter cover of Southern Crescent Women in Business Magazine. You are also an ACE tax resolution specialist! High five to Phil Foster for using the information he learned from a recent Roz Strategies training to negotiate a settlement of $3,000 for his client down from $25,000 owed to the IRS. Way to go Brian Manthe for retaining his first tax resolution client and collecting his first fee. Congrats to Humberto Gaitan , a newcomer to tax resolution, for successfully securing his first client. High five to Yolanda Washington who has a 100% enrollment rate in the Client Care Package and for calling the Client Care Package the best investment ever. Kudos to everyone in our Founder’s Mastermind who participated in the

6 • www.rozstrategies.com

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