Getting ready for another tax season? Join us for an interactive discussion with industry experts Dawn Brolin and Sean Duncan on how you can make this tax season the best one yet. In this webinar, we will explore the benefits of adding tax advisory services to your accounting practice. We will discuss how it can help you differentiate your services, increase your revenue, and take advantage of the current demand for tax advisory services. Our panelists will share their firsthand experience in offering tax advisory services to their clients and the success they have seen as a result. We will also cover the steps you can take to start offering tax advisory services in your own practice. You'll walk away with practical tips on how to get started and succeed in this area. The panelists will share how you can leverage Intuit Tax Advisor and Ignition to fast track your tax advisory service offerings. Don't miss this opportunity to learn from industry experts and explore the potential of adding tax advisory services to your practice. Sign up now to reserve your spot!

 

           LEARNING OBJECTIVES:

            By completing this webinar, you will be able to advise your clients on topics such as:

o   Learn about the benefits of offering tax advisory services to your accounting clients.

o   Understand the demand for tax advisory services in the current market.

o   Gain practical tips from industry experts on how to start offering tax advisory services in your own practice.

o   Explore the potential of using Intuit Tax Advisor and Ignition to fast track your tax advisory service offerings.

o   Hear firsthand experience from industry experts on the success they have seen in offering tax advisory services to their clients.

 

●       Which one or all?

o   Consultative selling

o   Team Management

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

SPEAKERS
Amanda Sharples
Sean Duncan: Founder of SMD Consulting & Accounting, LLC and The Chief Proactive Advisor System. Transitioned from a successful and growing and tax-centric firm into a Consulting and Advisor focused firm (by firing all the tax returns). Since the transition we have added Wealth Management, Law, and Insurance to the firm; and I also started a company to teach other CPAs how to transition their firms as well.
Jim Buffington
Dawn W. Brolin, CPA, CFE is the founder of Team Brolin an organization dedicated to helping accounting professionals and small businesses optimize their operations and reduce their fraud risks. She is also the owner of Connecticut-based CPA firm, Powerful Accounting Inc., and author of The Designated Motivator, a practical guide for individuals who have the passion for engaging, encouraging and empowering others to reach their full potential in business and their personal lives.
Ryan Embree