CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

Servicing Clients When It Matters Most (And It May Not Be When You Think!)

  • CPA (CA)
  • CPA (US)
  • CPA/PFS
Servicing Clients When It Matters Most (And It May Not Be When You Think!)

1 Credit

FREE

Subject Area

Business Management and Organization

Webinar Qualifies For

1 CPE credit of Business Management & Organization for all CPAs

1 CPE credit for Certified Management Accountants (CMA)

1 CPD credit (Verifiable) for Canadian CPAs

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

Best Workshop on S Corporation (Form 1120S) Tax Return Review & Case Study (NEW)

(40)

Oct 21, 2021 | 09:00 AM EDT View Details

Stratgeic Planning Essentials for Nonprofit and Small Businesses

Oct 21, 2021 | 09:00 AM EDT View Details

IRS Representation Series - Circular 230 Ethics and Updates

(1)

Oct 21, 2021 | 09:00 AM EDT View Details

How To Accurately Prepare the 709 Gift Tax Return

(31)

Oct 21, 2021 | 09:30 AM EDT View Details

Demystifying the Magic of Deferred Taxes

(1)

Oct 21, 2021 | 09:30 AM EDT View Details

Understanding Cash Frauds

(5)

Oct 21, 2021 | 09:30 AM EDT View Details

Tax Strategies for Real Estate: Crucial Insights: Acquisition and Depreciation Strategies

(13)

Oct 21, 2021 | 09:30 AM EDT View Details

Mastering QBO For Accountants - Techniques,Tips & Tricks, Advance Learning

(12)

Oct 21, 2021 | 10:00 AM EDT View Details

Practical Guide to IRAs – Contributions & Distributions for Traditional, Roth, SEP & SIMPLE IRAs

(43)

Oct 21, 2021 | 10:00 AM EDT View Details

AICPA Code of Conduct in the Real World

(667)

Oct 21, 2021 | 10:00 AM EDT View Details

Savvy Social Security Planning: All You Need to Know About Social Security Claiming Strategies

(566)

Oct 21, 2021 | 10:00 AM EDT View Details

Excel Accountant: Filtering Data

(7)

Oct 21, 2021 | 10:00 AM EDT View Details

Individual Tax Update (Latest)

(684)

Oct 21, 2021 | 10:00 AM EDT View Details

Basics of Nexus: Understanding State Tax Issues

(1)

Oct 21, 2021 | 10:30 AM EDT View Details

Influencing Skills

(65)

Oct 21, 2021 | 10:30 AM EDT View Details

Course Description

We all know what tax season is about and the role it plays in your firm’s operations. But is it when your service matters the most?

Historically we have placed a large proportion of our attention to tax season – where the deadline lives.

But is that where we can make the most impact for the clients?

Or

Is it that tax season is simply the part of the year that bears the most risk to the firm? While firms are busy in tax season and precision matters, the following months are even more crucial as it relates to helping your clients achieve their financial planning goals and clear the hurdles in their way. Join us in this free online CPE webinar as we explore with an advisory firm to look at how they approach servicing their clients when it truly matters most.

This online CPE webinar covers the following points-

       When does service matter the most?

       How has this evolved the past 2-5 years?

       Firms who wish to put more emphasis on service in this way, where do they begin?

Learning Objectives

  • To evaluate why the service matters the most outside tax season
  • To discuss that what are the keys to great service outside tax season
  • To discuss how macro trends have evolved in the past few years

Who Should Attend?

  • Accounting Firm
  • Accounting Practice Owners
  • Bookkeepers & Accountants & Tax Preparers
  • CFO/Controller
  • Chartered Professional Accountant
  • Chief Accounting Officer
  • CPA - Small Firm
  • Management Consultant
  • Senior Accountant
  • Tax Firm
  • Tax Professionals
  • Young CPA

Testimonial

4.4

(55)
49%
44%
7%
0%
0%

KS

Great!

TN

great class!

MS

The program gave me many ideas on expanding my services to my clients and offerings to potential new clients.

ES

Great!

MM

Very good.