Register Today! Intuit Workflow Tools: Tips, Tricks, and Insider Knowledge - January 19, 2023
START DATE:1/19/2023
START TIME:12:00 PM CST
DURATION:60 MINUTES
ABSTRACT:
If you are curious how leading firms are elevating their workflow and clients’ experiences, then this session is for you! While there are a lot of potential Intuit workflow solutions that your firm could utilize, we are confident that you and your clients can benefit from learning more about them and potentially making some of them essential components to how your firm runs. Join us for this session as we discuss not only how the various Intuit workflow solutions are utilized, but also discuss best practices, practical insights, and tips for utilizing them with your professional tax software. Learning objectives: By completing this webinar, you will be able to:
More effectively engage with clients
Facilitate a more dynamic environment for staff and colleagues
Identify clients that are most impacted by Intuit solutions
Provide advisory services more effectively within your firm
Feel confident that you have the tools necessary to be successful this tax season
Who should attend? Anyone who is currently or is considering using ProSeries, Lacerte, or ProConnect Tax. Course Level: Basic Course Length: 60 Minutes Prerequisites: NONE Delivery Method: Group-Live Internet Field of Study: Computer Software and Applications - Non-technical Recommended CPE: 1 Recommended CE: 0
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.
Register Today! How to Automate Tax Engagement Letters in Ignition - January 19, 2023
START DATE:1/19/2023
START TIME:1:00 PM CST
DURATION:60 MINUTES
ABSTRACT:
Do you want to streamline onboarding, automate engagements and eliminate accounts receivable for your firm? Join Ryan Embree of Ignition and Josh Lance of Lance CPA Group to learn how you can scale your revenue and win high value clients with Ignition. Ignition brings together everything you need to engage clients and get paid effortlessly in one place. From selling your services and creating impressive digital proposals, through to automated invoicing and payment collection, Ignition helps you to build strong relationships that work for you and your clients. Win win. In this interactive, hands-on session follow along with accounting expert Josh Lance to get up and running fast with Ignition. He'll also give tips and share his experience for managing his own firm. You'll also have an opportunity to ask questions in an open Q&A. LEARNING OBJECTIVES: By completing this webinar, you will be able to advise your clients on topics such as: o How to create tax proposals in Ignition for 1040, 1120, 1065, and tax planning clients o How to leverage Ignition’s proposal templates to fast track proposal creation o How to streamline your sales process and upsell services by allowing your clients to choose from up to three proposal options o Why getting payments (ACH and Credit Card) set up inside the proposal (instead of post-proposal) is a huge time saver o Designing a compliant engagement letter engagement letter o Identify ways to speed up your engagement process with Ignition ● Which one or all? o Packaging and Bundling your services o Consultative selling o Process and Workflow Efficiency 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
SPEAKER Josh Lance
Managing Director at Lance CPA Group and Head of Accounting at Practice Ignition
Joshua Lance CPA, LLC
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.
Register Today! Intuit eSignature: Tips, Tricks, and Insider Knowledge- January 24, 2023
START DATE:1/24/2023
START TIME:11:00 AM CST
DURATION:60 MINUTES
ABSTRACT:
Are you missing out on using Intuit eSignature to its fullest potential? Sure, at its core, having Intuit eSignature built into Lacerte Tax, ProSeries Tax, and ProConnect Tax makes it a functionality that amplifies convenience while staying compliant. But there is so much more to learn about how leading firms are taking full advantage of Intuit eSignature- before, during, and after tax season. Join us for this session that will talk about not only how to use Intuit eSignature, but also discuss best practices, practical insights, and tips for utilizing Intuit eSignature with professional tax software. Learning objectives: By completing this webinar, you will be able to:
Better utilize Intuit eSignature for your firm
Communicate the security benefits of Intuit eSignature to your clients
Differentiate authentication methods for Intuit eSignature
Improve firm collaboration and line-of-sight into your engagements
Minimize client procrastination
Who should attend? Anyone who ever needs a client to sign anything Course Level: Basic Course Length: 60 Minutes Prerequisites: NONE Delivery Method: Group-Live Internet Field of Study: Computer Software and Applications - Non-technical Recommended CPE: 1 Recommended CE: 0
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.
Register Today! Intuit Pay-by-Refund: Tips, Tricks, and Insider Knowledge - January 24, 2023
START DATE:1/24/2023
START TIME:1:30 PM CST
DURATION:60 MINUTES
ABSTRACT:
If you could provide your clients with greater flexibility for engaging your services, would you consider it? Pay-by-Refund for Lacerte, ProSeries, and ProConnect offers that benefit and more! Maybe you have heard it described as a “Refund Transfer” or a “Bank Product” – what does that mean and how are banks involved? Do your clients have to have a bank account? Most importantly, we will share with you the typical processes involved in Pay-by-Refund- and we will make sure to share the best bits of advice from Intuit experts and firms that use Pay-by refund. Join us for this session that will talk about not only how to use Intuit Pay-By-Refund, but also discuss best practices, practical insights, and tips for utilizing Pay-By-Refund with your professional tax software. Learning objectives: By completing this webinar, you will be able to:
Better utilize Pay-by-Refund
Communicate the benefits of Intuit Pay-by-Refund to your clients
Increase client reach by offering more flexible payment terms
Understand the end-to-end processes involved with Pay-By-Refund
Who should attend? Anyone who has clients that would be better served by more flexible payment terms Course Level: Basic Course Length: 60 Minutes Prerequisites: NONE Delivery Method: Group-Live Internet Field of Study: Computer Software and Applications - Non-technical Recommended CPE: 1 Recommended CE: 0
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.
Register Today! Intuit Workflow Tools: Tips, Tricks, and Insider Knowledge - January 25, 2023
START DATE:1/25/2023
START TIME:11:00 AM CST
DURATION:60 MINUTES
ABSTRACT:
If you are curious how leading firms are elevating their workflow and clients’ experiences, then this session is for you! While there are a lot of potential Intuit workflow solutions that your firm could utilize, we are confident that you and your clients can benefit from learning more about them and potentially making some of them essential components to how your firm runs. Join us for this session as we discuss not only how the various Intuit workflow solutions are utilized, but also discuss best practices, practical insights, and tips for utilizing them with your professional tax software. Learning objectives: By completing this webinar, you will be able to:
More effectively engage with clients
Facilitate a more dynamic environment for staff and colleagues
Identify clients that are most impacted by Intuit solutions
Provide advisory services more effectively within your firm
Feel confident that you have the tools necessary to be successful this tax season
Who should attend? Anyone who is currently or is considering using ProSeries, Lacerte, or ProConnect Tax. Course Level: Basic Course Length: 60 Minutes Prerequisites: NONE Delivery Method: Group-Live Internet Field of Study: Computer Software and Applications - Non-technical Recommended CPE: 1 Recommended CE: 0
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.
Register Today! Power Your Practice with Tax - January 25, 2023
START DATE:1/25/2023
START TIME:12:00 PM CST
DURATION:45 MINUTES
ABSTRACT:
With today’s advanced automation, accounting workflows and technology on their side, Bookkeepers, Accountants and QuickBooks consultants can POWER UP their firms with new streamlined client services. The notion of offering tax preparation and tax-related services may have been considered overwhelming and complex in the past, but many future forward firms have seen the massive value in building a relationship-based practice that serves all of their small business clients fundamental needs, which includes year-round accounting and tax services. This informative session has been designed to ease some of those “new tax pro” concerns by breaking down the tax professional must-knows and share the seamless transitional steps to define and power you practice with tax. Learning Objectives: By attending this session, you will be able to:
Dispel some of your own misconceptions about tax preparation
Learn new tax pro must knows including registration requirements and growth paths
Define what a new practice with tax looks like
Next steps to power your practice with tax services
Who should attend: This session is designed for bookkeepers and accountants servicing small businesses who are considering adding tax preparation, planning, and/or advisory services to their client offerings. Course Level: Basic Course Length: 45 Minutes Prerequisites: NONE Delivery Method: Group-Live Internet Field of Study: N/A Recommended CPE: 0 Recommended CE: 0
SPEAKER:
Mariette Martinez
Owner
Masteryourbooks
Mariette is an IRS Enrolled Agent, Financial Accountant and Technology Strategist with over 20 years of experience in the accounting industry. This blend of experience allows her to create awareness about the importance of financial literacy, tax compliance and leveraging technology for Entrepreneur success. She works to transform the small business owner into a stronger, more equipped small business financial manager.
Register Today! Intuit eSignature: Tips, Tricks, and Insider Knowledge - January 25, 2023
START DATE:1/25/2023
START TIME:1:30 PM CST
DURATION: 60 MINUTES
ABSTRACT:
Are you missing out on using Intuit eSignature to its fullest potential? Sure, at its core, having Intuit eSignature built into Lacerte Tax, ProSeries Tax, and ProConnect Tax makes it a functionality that amplifies convenience while staying compliant. But there is so much more to learn about how leading firms are taking full advantage of Intuit eSignature- before, during, and after tax season. Join us for this session that will talk about not only how to use Intuit eSignature, but also discuss best practices, practical insights, and tips for utilizing Intuit eSignature with professional tax software. Learning objectives: By completing this webinar, you will be able to:
Better utilize Intuit eSignature for your firm
Communicate the security benefits of Intuit eSignature to your clients
Differentiate authentication methods for Intuit eSignature
Improve firm collaboration and line-of-sight into your engagements
Minimize client procrastination
Who should attend? Anyone who ever needs a client to sign anything Course Level: Basic Course Length: 60 Minutes Prerequisites: NONE Delivery Method: Group-Live Internet Field of Study: Computer Software and Applications - Non-technical Recommended CPE: 1 Recommended CE: 0 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.
Register Today! The Secret to Selling Tax Advisory - January 26, 2023
START DATE:1/26/2023
START TIME:12:00 PM CST
DURATION:60 MINUTES
ABSTRACT:
Proactive tax advisory has experienced a lift since about 2010, but really took off around 2016, and has been a buzz word for traditional accountants to make more money while working less. Somehow, technology, progress and resulting efficiencies made accounting work more of a need (vs. want) and a commodity over the last 2 decades of the past century and the first decade of the current one. And somehow, working 60-80 hours a week has become a badge of honor for accountants trying to compete for business and fees. It’s a losing proposition, if you ask me. Tax advisory is a way out for both us as accountants and our clients. We get to work less, charge more for our expertise, and the client gets to save more and have more meaningful support for their business and life. So it’s a win-win! Whether you’ve been trained in tax planning or advisory before, tried it out or are just considering it, there is a gap between theory and realistic practice. In this session, you will bridge that gap and learn how to implement it into your business immediately. LEARNING OBJECTIVES: By completing this session, you will be able to: · Shift your mindset so that you understand how you can start offering tax advisory now · Understand the business model (one time planning + ongoing, which is optional) · Identify client scenarios, fees and client ROI · Determine clarifying questions to be asked at Discovery, and offers to be presented (with a deadline) · Gain confidence in your pricing strategy for all components of the offers · Have a roadmap of how to implement this fast step-by-step into your business WHO SHOULD ATTEND? Anyone who prepares or reviews tax returns and other accounting work, and is not yet convinced that tax planning advisory = value billing. Course Level: Intermediate Course Length: 60 Minutes Prerequisites: NONE Delivery Method: Group-Live Internet Field of Study: Taxes Recommended CPE: 1 Recommended CE: 0
SPEAKER: Tatiana Tsoir
Register Today! How to Get Maximum Tax Relief for Large IRS Balances - January 31, 2023
START DATE:1/31/2023
START TIME:2:00 PM CST
DURATION:60 MINUTES
ABSTRACT:
Effective bookkeeping allows an accurate tax return to be prepared. But when that tax return yields a balance due, what are the next steps for your tax paying client? Pay in full? Installment agreement? Are these the only two options? And how does a tax payer prevent large balances in the future? By being told to increase their withholdings? In this presentation, you gain insight into how tax resolution fits in to the tax services environment and how you as a tax professional can provide real and satisfying advice to your clients who are looking for less anxious solutions for their large tax balances. You will also gain insight in to the fears your clients may be facing and how you as the tax professional can help them alleviate those fears, helping them to gain even more confidence in you and lead to referral business from their peers. LEARNING OBJECTIVES: By completing this session, you will be able to:
Define tax resolution
Understand the difference and timing between tax planning, tax preparation, and tax resolution
See the value of adding tax resolution to your existing practice
Identify with the feelings your clients are experiencing when faced with having to deal with the IRS
Know the difference between Form 8821 and Form 2848 and when to use each
Become educated on the various resolution tools your clients may benefit from
Increase your value by educating consumers of financial information
WHO SHOULD ATTEND? CPAs, Enrolled Agents, and tax preparers interested in understanding how tax resolution can help their existing tax practice, those interested in expanding their tax practice beyond tax preparation, or those interested in knowing who to refer tax resolution business out to. Course Level: Beginner Course Length: 60 Minutes Prerequisites: NONE Delivery Method: Group-Live Internet Field of Study: Business Law –Technical Recommended CPE: 1 Recommended CE: 1 IRS Category: Federal Tax Law Topics/Federal Tax Related Matters Online: NESGF-T-00163-23-O In-Person: NESGF-T-00163-23-I
SPEAKER:
H. Randy Hughes III, CPA
Owner
Counting Pennies LLC