How to Manage and Run a Virtual Tax Season
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IntuitGabi
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IntuitGabi
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How to Manage and Run a Virtual Tax Season - November 11, 2022
START DATE:11/11/2022
START TIME:3:00 PM CST
DURATION:60 MINUTES
ABSTRACT:
Tax season is just around the corner, it's time to start thinking of future proofing your firm. Josh Lance, the Managing Partner at Lance CPA Group, has been running his Chicago-based firm virtually for the last seven years. He'll be sharing his blueprint to build an efficient and profitable virtual firm in time for the next tax season.
LEARNING OBJECTIVES:
By completing this webinar, you will be able to advise your clients on topics such as:
o Recognize how to transition your current clients to your virtual way of working
o List key technology and workflow considerations for a virtual tax season
o Identify how to motivate and manage a virtual team
o List common traps to avoid when making the switch to virtual
Which one or all?
o Packaging and Bundling your services
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
LEARNING OBJECTIVES:
By completing this webinar, you will be able to advise your clients on topics such as:
o Recognize how to transition your current clients to your virtual way of working
o List key technology and workflow considerations for a virtual tax season
o Identify how to motivate and manage a virtual team
o List common traps to avoid when making the switch to virtual
Which one or all?
o Packaging and Bundling your services
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
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.
Event has ended
You can no longer attend this event.
Start:
Fri, Nov 11, 2022 03:00 PM CST
End:
Fri, Nov 11, 2022 04:00 PM CST
