Register for this webinar by following this link here.
ABSTRACT:
Get a jump start on the upcoming tax season and prepare early and efficiently with Intuit Pay-by-Refund, the solution that gives your clients a simple way to pay for your tax preparation without worrying about upfront, out-of-pocket costs. In this session, we will provide an in-depth overview of the Intuit Pay-by-Refund program, covering how it works, bank and enrollment options, and tips for a smooth start. Join us for this session where we will talk about not only how Intuit Pay-by-Refund works, but also discuss best practices, practical insights, and how you can get your business ready for the upcoming tax season. LEARNING OBJECTIVES: By completing this webinar, you will be able to:
Understand how Intuit Pay-by-Refund works, from enrollment to disbursement
Choose which bank offering is the right fit for your business and clients
Explain to your clients the convenience of Intuit Pay-by-Refund, from worry-free payments, to no upfront costs, to flexible disbursement options
Understand the importance of early enrollment for bank season and tax year readiness
Take advantage of Intuit Pay-by-Refund benefits, such as quick setup, live support, and bank marketing materials
WHO SHOULD ATTEND? Anyone who utilizes ProSeries, ProConnect, or Lacerte to prepare tax returns Course Level: Basic Course Length: 30 Minutes Prerequisites: NONE Recommended CPE: 0 Recommended CE: 0
Register for this webinar by following this link here.
Our speakers for this event are Heather Satterley, Clayton Crouch and Ryan Embree!
ABSTRACT:
This session will cover the tools to manage your firm’s communications and streamline your workflows to provide full visibility across your tax and accounting practice. Attendees will hear first hand how leading firms are more efficient than ever and are saving over 13 hours a week per employee. By documenting, standardizing, and automating your firm’s most important processes, your team will have clear steps for the common tasks that are repeated from client to client, and job to job. Through critical integrations, automation, customized dashboards and templates, every team member knows exactly what they are required to do, for every single process, and have the ability to do so more consistently and more efficiently. Transform your firm by gaining total team alignment across your team so you can deliver on your goals as a firm. Ignition alongside Intuit Practice Management, brings everything you need to optimize your workflow, engage clients and get paid effortlessly all in one place. From selling your services and creating digital proposals, to automated invoicing and payment collection. These tools will help you to power up your productivity and continue to build strong relationships with your clients.
LEARNING OBJECTIVES By completing this webinar, you will be able to: Optimize your workflows by implementing documented standardized processes through fully customizable templates for your firm to align your team, deliver on firm goals, and scale your practice Apply insights on how a leading firm leverages the Intuit ecosystem and Ignition to power her practice Automate common, time-consuming tasks by leveraging the tools within Intuit Practice Management and Ignition so your team can give your clients more attention and deliver higher quality services Improve collaboration across your team by centralizing all clients and communications in one database and break free from email silos by directly integrating email into your workflow Discover additional integrations that connect Intuit Practice Management to provide a robust ecosystem of tools WHO SHOULD ATTEND? Accounting professionals who strive to create more value for their clients and greater profitability for their firm Course Level: Basic Course Length: 60 Minutes Prerequisites: NONE Delivery Method: Group-Live Internet Field of Study: Management Services - Technical Recommended CPE: 1 Recommended CE: 0
Register for this webinar by following this link here.
Our speakers for this event are Josh Lance and Ryan Embree!
Josh Lance | Managing Director at Lance CPA Group | Head of Accounting at Practice Ignition
CPA & CGMA. At Lance CPA Group, I manage a virtual and remote team serving craft brewery and digital agency clients around the country. At Practice Ignition, I work with accountants to help them optimize their firm and how they can use Practice Ignition to better run their practice.
Ryan Embree | Partnerships | Practice Ignition
ABSTRACT:
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. What if there was 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. During this webinar Josh will cover 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 webinar, you will be able to advise your clients on topics such as: Identify new services to offer your tax clients Tips on structuring your firm to be less reliant on tax season revenue How to leverage sales and marketing efforts to obtain new revenue streams Which one or all? Pricing Strategies Packaging and Bundling your services Process and Workflow Efficiency Managing a remote team WHO SHOULD ATTEND? Anyone who prepares tax returns and serves taxpayers or business clients.
Course Level: Basic Course Length: 60 Minutes Prerequisites: None Delivery Method: Group-Live Internet Field of Study: Business Management & Organization – Non-Technical Recommended CPE: 1 Recommended CE: 0