John Noisette owns the Liberty Tax franchise in Albany, breaking even with a small profit, and is considering starting a bookkeeping business on the side.

About the Owners

John returned from Africa in 2016 to care for his mother and frequently travels back for family matters

Client Quotes

“The discussion on Sales and the importance of creating value was useful for the business. In the first week of starting the business, my monthly income went from 0 to $4000 with three new clients”

“The consultants were knowledgeable about the subject matter. It provided great insight into the start-up of my bookkeeping business.”

Consultant Quote

“I learned about a new business/industry which was a good challenge”

Partner Quote/Information

• Partner: Pursuit

TAP Team

• Consultants: Yvonne Lee, Laura Steinberger

• DSD: Carolina Zambrano

Business Challenge

John's tax business is highly seasonal, thriving from December to July, with limited hours the rest of the year, while Liberty Tax restricts franchisees and lacks best practice sharing

What Did TAP Do?

TAP evaluated small bookkeeping service benchmarks, pricing models, and break-even scenarios while exploring online operations, business expansion, and marketing strategies.

TAP Deliverables/Tools

• Benchmark small bookkeeping services: product offerings and pricing

• Identify and compare pricing models (flat rate, hourly, package)

• Model a break-even scenario for the bookkeeping business

• Explore scenarios for moving operations online and expanding bookkeeping services

• Optimize website and develop marketing strategies

Where Are They Now? Business Results

TAP served as a sounding board for John, providing guidance on pricing, financial projections, and marketing while holding him accountable to deadlines and helping him get through key business decisions with greater clarity and confidence.