How a Continuing Education Company for Tax Professionals Went From Spreadsheet Orders to a Record Launch Week

Brass Tax Presentations Books Its Biggest Sales Week on Record

In the last week of September 2026, Brass Tax Presentations launched its 2026 Tax Update Seminar and sold 46% more than in any week the store had ever seen. CEO Ryan Reichert's reaction fit in one line: "Damn bro. You guys are epic!"

01

The Week Everything Clicked

The week of September 21 was the payoff of three years of building.

Brass Tax Presentations teaches tax professionals, CPAs, Enrolled Agents and California Registered Tax Preparers, the updates and skills their licenses require. Every fall, the annual Tax Update Seminar is the company's biggest moment. In 2026 it landed harder than ever. Launch week sales beat the best week of the 2025 launch by 46%, and email drove 52% of the month's revenue, the highest share on record.

None of that happened in a week. It took three turns, each one setting up the next.

02

The Impact

Key Wins at a Glance

Biggest sales week on record, 46% above the previous best
53%of revenue from email after the new format launched, up from 33% in the six months before
+49% email revenue in the 2026 launch month compared with the 2025 launch month
+26% average order value in 2026 compared with the same months of 2024
+23% sales in 2025 over 2024
03

Where It Started

Great Courses, Spreadsheet Orders

Tax professionals respected the courses. The business behind them ran on spreadsheets.

Every order was handled by hand. Orders got dropped. The team spent its days fixing admin when it should have been selling seminars, and the brand and website made a respected teacher look like one more provider in a crowded market. Brass Tax Presentations partnered with Rockstarr & Moon in August 2023 to fix all of it.

04

Three Turns

Turn One: Stop the Leaks

Brass Tax Presentations moved its orders off spreadsheets and into a real system. Every purchase now routes in automatically, and dropped orders stopped. A new brand and website gave tax professionals a reason to choose the company and an easy way to buy.

With the leaks closed, sales could grow. In 2025 they rose 23%.

Turn Two: Make Every Customer Worth More

Tax professionals need continuing education every year, so the best customer is the one who comes back. Brass Tax Presentations built for that buyer. Brass Pass bundles package courses together, repeat-purchase offers bring past students back for their next course, and seminar offers fill the room.

Customers started spending more each time they bought. By 2026, average order value was 26% higher than two years earlier.

Turn Three: Rebuild the Email Program

The list was loyal. The email program wasn't turning that loyalty into sales.

Brass Tax Presentations gave its existing approach a fair test, six full months. Then the company rebuilt the program from the ground up, and the new format went out for the first time on September 14, 2026.

Email started carrying the business right away. In the six months before the switch, email drove 33% of revenue. In the weeks after, it drove 53%. Eight days after the first new-format send, the 2026 Tax Update Seminar launched. Email-driven revenue in the launch month grew 49% over the 2025 launch month, and the week of September 21 became the biggest sales week on record.

05

Before and After

Before

  • Orders run by hand on spreadsheets, with dropped orders
  • A brand and website that undersold a respected teacher
  • One sale at a time, with nothing pulling customers back
  • An email program that kept the list warm without driving sales

After

  • Orders flowing into one system automatically
  • Sales up 23% in 2025, and average order value up 26% by 2026
  • Bundles and repeat-purchase offers bringing customers back every year
  • Email driving 52% of launch-month revenue, and the biggest sales week on record

Damn bro. You guys are epic! Thank you for taking care of us.

Ryan Reichert, CFP®, EA, CEO, Brass Tax Presentations

06

Why It Compounds

Each turn made the next one pay. Clean orders made growth possible. Bigger orders made every buyer worth more. A rebuilt email program put that more valuable offer in front of a loyal list at exactly the right moment. Brass Tax Presentations stacked three fixes, and in September they all hit at once.

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