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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!
Embracing Flexibility: Shifting to Hybrid and Remote Environments - September 19, 2023
START DATE:9/19/2023
START TIME:11:00 AM CDT
DURATION:60 MINUTES
ABSTRACT:
Hybrid work and remote environments are here to stay, and is a crucial component that all industries and firms need to account for and have a strategy in place. While still a relatively new development, your firm may be wondering how to adapt to or enhance your current hybrid setup – What do your current remote workers need to be successful and achieve goals? How do you attract and maintain remote workers? How do you enable workflows that are accessible, secure, and seamless for your entire firm? In this session, we will provide an in-depth overview of the impacts of remote and hybrid environments, industry trends, employee sentiment and needs, ways to leverage remote-enabling solutions to expand your talent pool and digitize workflows, and more. LEARNING OBJECTIVES: By completing this webinar, you will be able to: Learn the importance of leveraging cloud-based and digital solutions to empower and grow a successful hybrid firm
Gain a deeper understanding of Intuit’s various solutions that facilitate and enhance hybrid workflows, including Hosting, eSignature, and Remote Outsource Staffing program
Understand the importance of remote enablement as it pertains to hiring practices and expanding the talent pool and scope of your firm
Maintain or adopt security best-practices for hybrid and remote workflows
WHO SHOULD ATTEND? Anyone who prepares tax returns and manages a firm/employees of any size SPEAKER 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.
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Trends in Tax Advisory - September 19, 2023
START DATE:9/19/2023
START TIME:2:00 PM CDT
DURATION:60 MINUTES
ABSTRACT:
A persistent element within the tax industry is the movement towards tax advisory services. As more and more taxpayers seek tax planning and advisory services, it is more important than ever to learn about and gain confidence within the advisory sector. Tax advisory provides a year-round service that creates incredible value for your clients, more revenue for your firm, and an additional service that complements your existing workflows. In this session, you’ll be introduced to tax advisory practices and industry trends, and learn about best practices to consider as you navigate your transformation from compliance to advisory. LEARNING OBJECTIVES: By completing this webinar, you will be able to:
Learn about the tax advisory industry and services, along with emerging advisory trends and insights
Understand how to begin incorporating advisory services into your practice
Discover how custom tax plans and strategies can be an invaluable benefit for you and your clients
WHO SHOULD ATTEND? Anyone who prepares tax returns, is interested in advisory services, and manages a firm/employees of any size
SPEAKER 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!
Time-Saving “Hacks” for Tax, Accounting, and Advisory - September 20, 2023
START DATE:9/20/2023
START TIME:11:00 AM CDT
DURATION:60 MINUTES
ABSTRACT:
Your time is precious. Identifying ways to increase efficiencies within your practice without sacrificing quality and client satisfaction is crucial to creating a successful and productive workflow. In this session, we go over valuable tips and hacks to help you save time and frustration. In this session, we will explore tools and “hacks” that will save you time and automate some of the more tedious tasks of tax preparation. For example, did you know that you could import your client’s data from major banking institutions, right into your software at no additional cost? These simple tricks can go a long way in helping you stay in control during the busy tax season. LEARNING OBJECTIVES: By completing this webinar, you will be able to:
Understand how automation and add-ons truly impact your workflow
Leverage not-so-well-known utilities and options to make your workflow more efficient
Incorporate add-on tools that expedite tedious tasks
Measure how changes impact your workflow and adapt based on your measurement
WHO SHOULD ATTEND? Anyone who prepares tax returns and manages a firm of any size
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.
Wednesday, September 13 2023 at 11:00 AM CT Monday, September 18 2023 11:00 AM CT Tuesday, September 19 2023 10:00 AM CT Wednesday, September 20 2023 11:00 AM CT
Register by selecting the link and filling out the form.
ABSTRACT:
“How to Create a Tax Plan the Easy Way with Intuit Tax Advisor” Here’s what you can expect: This hands-on workshop will walk you through how to create a tax plan. We will demonstrate how to navigate Intuit Tax Advisor, create a pre-strategy baseline, add strategies, review the tax projection, and create a client-friendly report. This session will highlight strategies in entity selection, retirement, and depreciation. The goal of this session is to walk away with a fully built tax plan ready to support your planning conversation with your client. This session is not eligible for CPE/ CE. Pre-work:
Identify a tax planning client with a Schedule C, in Lacerte Tax or ProConnect Tax, to import for your first tax plan.
Confirm your login to Intuit Tax Advisor https://taxadvisor.app.intuit.com/tax-advisor-ui/taxplanner
If you are a Lacerte Tax user, sync your 2022 1040 tax return to Intuit Tax Advisor https://proconnect.intuit.com/support/en-us/help-article/tax-expert/sync-lacerte-clients-intuit-tax-advisor/L9zAhZNZs_US_en_US
Let's go! SPEAKER:
Jim Buffington CPA Intuit
Jim has been teaching in the tax and accounting industry for over 20 years and is an expert in the implementation of advisory services based on his experience working with thousands of tax and accounting firms across the U.S. In addition to being a CPA, Jim holds a Bachelor’s in Business Administration and Accounting from Texas A&M University, then went on to get his MBA at University of Texas Dallas. To learn more about Jim, feel free to visit his LinkedIn profile at https://www.linkedin.com/in/jimbuffington88/ and follow in on Twitter @Jimatintuit.
Date: Tuesday September 12, 2023 1:30 PM AZ Time and Wednesday, September 20, 2023 11:00 AM AZ Time 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.
REGISTER TODAY!
Introducing Intuit Tax Advisor: Your secret weapon for tax advisory services - October 10, 2023
START DATE:10/10/2023
START TIME:1:00 PM CDT
DURATION:60 MINUTES
ABSTRACT:
Intuit Tax Advisor is a tax planning solution developed to support tax advisory services. In this session, we’ll show you how Intuit Tax Advisor can elevate your role as a trusted advisor by helping your firm transition to leading with valuable tax advisory services, communicate tax savings with strategies, and showcase your expertise. You’ll learn how Intuit Tax Advisor can help you move from leading with compliance and traditional tax planning services, to proactively lead with tax advisory services that create capacity, save you more time, increase overall profitability and better help clients reach their financial goals. ***Intuit Tax Advisor imports tax returns from ProConnect and Lacerte Tax. ProSeries does not currently sync with Intuit Tax Advisor, but is on our roadmap for the future.*** LEARNING OBJECTIVES: By completing this session, you will understand how to:
● Successfully use and implement Intuit Tax Advisor in your practice
● Generate beautiful personalized tax plans
● Quantify savings by strategy for measurable results
● Produce client-friendly reports that showcase your value
● Scale tax advisory services across your firm
● Save your firm time through automating manual time-consuming work
● Use the available resources to enable your firm to maximize your path to advisory
WHO SHOULD ATTEND? Anyone who prepares tax returns and advises 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 Jim Buffington CPA Intuit
Jim has been teaching in the tax and accounting industry for over 20 years and is an expert in the implementation of advisory services based on his experience working with thousands of tax and accounting firms across the U.S. In addition to being a CPA, Jim holds a Bachelor’s in Business Administration and Accounting from Texas A&M University, then went on to get his MBA at University of Texas Dallas. To learn more about Jim, feel free to visit his LinkedIn profile at https://www.linkedin.com/in/jimbuffington88/ and follow in on Twitter @Jimatintuit.
REGISTER TODAY!
How to Create a Tax Plan the Easy Way with Intuit Tax Advisor - October 17, 2023
START DATE:10/17/2023
START TIME:10:00 AM CDT
DURATION:60 MINUTES
ABSTRACT:
“How to Create a Tax Plan the Easy Way with Intuit Tax Advisor” Here’s what you can expect: This hands-on workshop will walk you through how to create a tax plan. We will demonstrate how to navigate Intuit Tax Advisor, create a pre-strategy baseline, add strategies, review the tax projection, and create a client-friendly report. This session will highlight strategies in entity selection, retirement, and depreciation. The goal of this session is to walk away with a fully built tax plan ready to support your planning conversation with your client. This session is not eligible for CPE/ CE. Pre-work:
Identify a tax planning client with a Schedule C, in Lacerte Tax or ProConnect Tax, to import for your first tax plan.
Confirm your login to Intuit Tax Advisor https://taxadvisor.app.intuit.com/tax-advisor-ui/taxplanner
If you are a Lacerte Tax user, sync your 2022 1040 tax return to Intuit Tax Advisor https://proconnect.intuit.com/support/en-us/help-article/tax-expert/sync-lacerte-clients-intuit-tax-advisor/L9zAhZNZs_US_en_US
SPEAKER:
Jim Buffington CPA Intuit
Jim has been teaching in the tax and accounting industry for over 20 years and is an expert in the implementation of advisory services based on his experience working with thousands of tax and accounting firms across the U.S. In addition to being a CPA, Jim holds a Bachelor’s in Business Administration and Accounting from Texas A&M University, then went on to get his MBA at University of Texas Dallas. To learn more about Jim, feel free to visit his LinkedIn profile at https://www.linkedin.com/in/jimbuffington88/ and follow in on Twitter @Jimatintuit.
REGISTER TODAY!
How to Create a Tax Plan the Easy Way with Intuit Tax Advisor - October 20, 2023
START DATE:10/20/2023
START TIME:10:00 AM CDT
DURATION:60 MINUTES
ABSTRACT:
“How to Create a Tax Plan the Easy Way with Intuit Tax Advisor” Here’s what you can expect: This hands-on workshop will walk you through how to create a tax plan. We will demonstrate how to navigate Intuit Tax Advisor, create a pre-strategy baseline, add strategies, review the tax projection, and create a client-friendly report. This session will highlight strategies in entity selection, retirement, and depreciation. The goal of this session is to walk away with a fully built tax plan ready to support your planning conversation with your client. This session is not eligible for CPE/ CE. Pre-work:
Identify a tax planning client with a Schedule C, in Lacerte Tax or ProConnect Tax, to import for your first tax plan.
Confirm your login to Intuit Tax Advisor https://taxadvisor.app.intuit.com/tax-advisor-ui/taxplanner
If you are a Lacerte Tax user, sync your 2022 1040 tax return to Intuit Tax Advisor https://proconnect.intuit.com/support/en-us/help-article/tax-expert/sync-lacerte-clients-intuit-tax-advisor/L9zAhZNZs_US_en_US
SPEAKER Jim Buffington CPA Intuit
Jim has been teaching in the tax and accounting industry for over 20 years and is an expert in the implementation of advisory services based on his experience working with thousands of tax and accounting firms across the U.S. In addition to being a CPA, Jim holds a Bachelor’s in Business Administration and Accounting from Texas A&M University, then went on to get his MBA at University of Texas Dallas. To learn more about Jim, feel free to visit his LinkedIn profile at https://www.linkedin.com/in/jimbuffington88/ and follow in on Twitter @Jimatintuit.