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Move Beyond Tax Season to Achieve year Round Revenue

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Move Beyond Tax Season to Achieve year Round Revenue

Published on ‎09-21-2022 04:59 PM by Community Manager

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

 

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Event has ended
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Start:
Tue, Oct 18, 2022 12:00 PM CDT
End:
Tue, Oct 18, 2022 01:00 PM CDT
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