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
REGISTER TODAY! Is Outsource Staffing Right for Your Practice? - July 26, 2023
START DATE:7/26/2023
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.