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Is Outsource Staffing Right For Your Practice? - August 23, 2023
START DATE:8/23/2023
START TIME:1:00 PM CDT
DURATION:60 MINUTES
ABSTRACT:
Are you struggling to find or maintain the right staff for your firm, drowning in work, not able to grow as fast as you want, or generally curious about outsourcing staff, then this course is for you. The tax and accounting industry has changed dramatically since Covid. Specifically, being able to hire the right staff for your practice has become a challenge for many. With various options for hiring available, this webinar will help you decide if outsourcing through a 3rd party firm is the right option for you. This session is an overview of why firms have decided to use outsourcing to meet their staffing needs, what you need to consider before exploring options, the differences you need to know about hiring staff inside or outside the US, and understanding compliance and security requirements. . LEARNING OBJECTIVES: By completing this webinar, you will be able to: ● Know the benefits of using outsourced staffing ● Decide which outsourced staffing options are best for you ● Be able to implement the required disclosures ● Implement best practices for onboarding and implementation ● Prepare your firm to make the transition WHO SHOULD ATTEND? Anyone with challenges finding capable staff or wants their current staff to focus on higher level work. Course Level: Basic Course Length: 60 Minutes Prerequisites: NONE Delivery Method: Group-Live Internet Field of Study: Business management and organization - Non-technical Recommended CPE: 1 SPEAKER
Kristen Keats, CPA Sherwood Tax & Accounting
Kristen Keats, CPA is a community leader with over twenty years of experience serving small businesses and self-employed clients. Kristen has worked for both large and small firms over the course of her career, most recently as a senior manager at a regional tax firm. She has also served in industry positions. In addition to her work as a CPA, is the proud founder of Breakaway Bookkeeping + Advising, an innovative small business advisory firm focusing on technology and community. Kristen is dedicated to her clients, always going above and beyond, and using the best tools and technology available to help her do so. She understands that being a CPA means so much more than just making sure her clients are tax compliant. Her work allows clients to set and achieve meaningful goals and grow their businesses in the ways that work for them.
Date: Wednesday, August 23rd, 2023
Time: 2pm EST | 1pm CST | 11am PST (1 hour)This exclusive workshop is limited in space, so don’t wait. We cannot wait to see you there! Sign up here
Welcome to Intuit Tax Advisor.
Since you are new to Intuit Tax Advisor, we would like to invite you to a special hands-on and interactive workshop, How to Confidently Present Your 1st Tax Plan!
If you're like most firm owners, you're feeling overworked, underpaid, and dread having sales conversations with your clients about your services and your fees.
But what if you could systematically increase your revenue by knowing how to confidently present your tax plans, have a premium pricing model where you get PAID FIRST before doing any work...while also charging MUCH higher fees and working with ONLY your ideal, high-value clients?
In this presentation, you’ll get the 5 simple steps smart tax planners use to skyrocket their confidence, charge higher fees, get paid first and up front, and cut their work hours in half!
Here’s what you can expect
In this workshop, Michelle Weinstein, the distinguished creator of The Pitch Queen and The Abundant Accountant, will guide you through the process to confidently update your client services with tax advisory and get paid for your value. This session equips you with resources to confidently engage current clients in planning and advisory services, communicate tax saving strategies using Intuit Tax Advisor, and get paid for your expertise. The workshop fosters an intimate group environment, complete with dedicated coaches who offer hands-on assistance and direction. The objective is for you to depart with fresh abilities and knowledge that will distinguish you from your colleagues.
Click here to register for your workshop and mark your calendar!
REGISTER TODAY!
Assessing Your Firm’s Workflow - September 20, 2023
START DATE:9/20/2023
START TIME:1:00 PM CDT
DURATION:120 MINUTES
ABSTRACT:
With so many different applications, utilities,, and tax prep tools available, it can be difficult to begin building and enhancing your firm’s workflow. How and when should you begin looking for technological and workflow solutions? How do you gain certainty that these solutions are the right fit for your firm and client needs? Identify how to transform your end-to-end workflow into a cloud-based, integrated system while also learning about solutions, trends, firm examples, and more to successfully create a powerful integrated workflow that saves the firm and clients time, costs, and back-end upkeep. This session will first address general strategies for assessing a firm’s workflow before enabling you to map out your current workflow(s) to specifically identify where improvement is needed, where change is desired, and what obstacles stand in the way of you achieving a more refined, efficient, and elegant workflow. LEARNING OBJECTIVES: By completing this webinar, you will be able to:
Assess workflows and up-level current setups
Better understand add-ons that create workflow efficiencies, specifically tailored to your firm’s needs
Create a personalized resource that you can use to put these practices and insights into action
WHO SHOULD ATTEND? Anyone who prepares tax returns, advises clients, and manages a firm/employees of any size and is seeking to improve their workflow. SPEAKER
Ross Olson Sr. Solution Specialist Intuit Ross Olson is a solution specialist for Intuit®. With a background in Intuit’s professional tax solutions – Intuit ProConnect™ Tax, Lacerte® Tax and ProSeries ® Tax, he strives to provide firms the means to discover workflows and implement strategies so that they can meet their unique definitions of prosperity.