Proactive tax advisory has experienced a lift since about 2010, but really took off around 2016, and has been a buzz word for traditional accountants to make more money while working less. Somehow, technology, progress and resulting efficiencies made accounting work more of a need (vs. want) and a commodity over the last 2 decades of the past century and the first decade of the current one. And somehow, working 60-80 hours a week has become a badge of honor for accountants trying to compete for business and fees. It’s a losing proposition, if you ask me.

 

Tax advisory is a way out for both us as accountants and our clients. We get to work less, charge more for our expertise, and the client gets to save more and have more meaningful support for their business and life. So it’s a win-win! Whether you’ve been trained in tax planning or advisory before, tried it out or are just considering it, there is a gap between theory and realistic practice. In this session, you will bridge that gap and learn how to implement it into your business immediately.

 LEARNING OBJECTIVES:

            By completing this session, you will be able to:

·        Shift your mindset so that you understand how you can start offering tax advisory now

·        Understand the business model (one time planning + ongoing, which is optional)

·        Identify client scenarios, fees and client ROI

·        Determine clarifying questions to be asked at Discovery, and offers to be presented (with a deadline)

·        Gain confidence in your pricing strategy for all components of the offers

·        Have a roadmap of how to implement this fast step-by-step into your business

 WHO SHOULD ATTEND?
Anyone who prepares or reviews tax returns and other accounting work, and is not yet convinced that tax planning advisory = value billing.

Course Level: Intermediate
Course Length:  60 Minutes
Prerequisites:  NONE 
Delivery Method: Group-Live Internet 
Field of Study: Taxes
Recommended CPE: 1
Recommended CE: 0