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How To Create A Tax Practice Of The Future

Thursday, September 05, 2019 | 02:00 PM EDT

  • CPA
  • EA

1 Credit


Subject Area


Upcoming Webinars

Course Description

Two best practices and cloud technologies that enhance your value as a trusted advisor, and position planning and advisory services to delight a new generation of business clients. This webinar will enable you to supplement tax preparation services with planning and advisory services for business clients. Tax Reform presents an opportunity to transform your tax preparation practice and increase your value as a trusted advisor for clients through proactive tax planning and advisory services. The webinar will introduce advisory services, including proactive tax planning, business coaching, goal setting, updated firm workflows to increase productivity and how to position advisory services to help business clients achieve their goals.

Learning Objectives

  • Learn to provide advise on tax planning
  • Learn about cloud accounting and how offer bundled services
  • Learn how to offer business coaching and advisory services

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Bookkeeper
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Entrepreneurial CPA
  • Tax Pros