With today’s advanced automation, accounting workflows and technology on their side, Bookkeepers, Accountants and QuickBooks consultants can POWER UP their firms with new streamlined client services. The notion of offering tax preparation and tax-related services may have been considered overwhelming and complex in the past, but many future forward firms have seen the massive value in building a relationship-based practice that serves all of their small business clients fundamental needs, which includes year-round accounting and tax services.
This informative session has been designed to ease some of those “new tax pro” concerns by breaking down the tax professional must-knows and share the seamless transitional steps to define and power you practice with tax.
Learning Objectives:
By attending this session, you will be able to:
- Dispel some of your own misconceptions about tax preparation
- Learn new tax pro must knows including registration requirements and growth paths
- Define what a new practice with tax looks like
- Next steps to power your practice with tax services
Who should attend:
This session is designed for bookkeepers and accountants servicing small businesses who are considering adding tax preparation, planning, and/or advisory services to their client offerings.
Course Level: Basic
Course Length: 45 Minutes
Prerequisites: NONE
Delivery Method: Group-Live Internet
Field of Study: N/A
Recommended CPE: 0
Recommended CE: 0