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CPE Mountain Retreat: Introduction to Tax Advisory/Move Beyond Tax Season to Achieve Year Round Revenue

Description

Introduction to Tax Advisory:
This informative session is designed to help firms currently leading with compliance (tax preparation and bookkeeping) to begin offering planning and tax advisory services. You will learn about industry trends, change management with your clients, and tips on how to set up your practice for success. This will include an easy-to-follow alignment triangle, instructions on how to create a mission statement, examples to segment your clients, and support to add tax advisory to your firm. You’ll also learn how to communicate this importance, and help better prepare your clients.

Move Beyond Tax Season to Achieve Year Round Revenue:
Generally speaking, tax season—the four-month-long period where tax professionals diligently set about collecting their clients’ financial figures, making sense of everything, and submitting timely, accurate returns—is where accounting practices tend to make the majority of their yearly revenue.
But what if there were a better way to run your firm?
As it happens, there is. Practices looking to avoid feast and famine type of scenarios should transition towards a year-round recurring revenue model, protecting their cash flow in the process.
Over the years, Josh Lance, CPA has expanded his firm’s business model to focusing more on recurring revenue and less on tax season. This expansion increased his revenue by 300%. Join Josh Lance, CPA of Lance CPA Group to discover new ways to serve your tax clients year round. He’ll be covering how to provide additional services, plan out your recurring revenue for the year and identify new revenue streams in your firm.

Learning Objectives

By completing this session, you will be able to:

Identify industry trends supporting an advisory business model
Empower your staff and your clients for future success
Update your planning and preparation services to add tax advisory
Segment your clients to launch and learn with tax advisory
Create a mission and an alignment triangle for your firm
Create a business model adding tax advisory

Major Topics

Coming Soon!

Provider
Intuit
Course Level
TBD
CPE Field of Study
Business Management and Organization
2
Who Should Attend

Anyone interested in adding tax advisory to their compliance service.

Instructor(s)
Nadia Rodriguez
Prerequisites

None

Advanced Preparation

None

Location
 
The Ridgeline Hotel Estes Park
101 S St Vrain Ave
Estes Park, CO 80517 US
View in Google Maps
Event Information
When
Jul 20, 2022
2:00 pm - 3:40 pm MDT
Location
The Ridgeline Hotel Estes Park
101 S St Vrain Ave
Estes Park, CO 80517 US
Total CPE Credits
2
Format
In-Person

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$ (% off)
$150.00

NON-MEMBER


$ (% off)
$215.00
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CPE Mountain Retreat: Introduction to Tax Advisory/Move Beyond Tax Season to Achieve Year Round Revenue


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