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TOUCH IT ONCE: HOW 2020 BECAME MY FIRM'S MOST PRODUCTIVE AND PROFITABLE YEAR

  • CPA (CA)
  • CPA (US)
TOUCH IT ONCE: HOW 2020 BECAME MY FIRM'S MOST PRODUCTIVE AND PROFITABLE YEAR

1 Credit

FREE

Subject Area

Business Management and Organization

Webinar Qualifies For

1 CPE credit of Business Management & Organization for all CPAs

1 CPD credit (Verifiable) for Canadian CPAs

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

Course Description

The year 2020 has been a challenging one for everyone, CPAs included. For one CPA firm, however, it was the most productive, profitable, and efficient year ever. This firm experienced its highest realization of 140% across all clients, despite not charging extra for PPP loans and loan forgiveness. They did more work for more clients in less time—all while using fewer people and providing better client service. There was higher client satisfaction with no last-minute filings or surprises. 

All this efficiency was possible because this firm adopted a “touch-it-once philosophy.” This philosophy begins with efficiently gathering client data and integrating it into a standard workflow that combines engagement letters and billing into one task once a year. Streamlining tasks has allowed this firm to focus on client service and be more efficient in filing tax returns. They’ve been more productive and profitable, navigating COVID-19 and PPP service obstacles with ease.

Key points:

  • How to efficiently gather and integrate client data
  • How to increase productivity and thereby improve profits
  • How to increase client satisfaction
  • Ways to streamline tasks and improve efficiency

Learning Objectives

  • Recognize how a “touch-it-once philosophy” pays off in unexpected areas
  • Identify how to properly assess and maintain the collective value of a client base over exceptions based on individual preference
  • List third-party applications and how to maximize their value
  • Live demo walkthrough of a transaction-based workflow

Who Should Attend?

  • Accounting Practice Owners
  • Annual Filing Season Program
  • Bookkeepers & Accountants & Tax Preparers
  • California Registered Tax Professional
  • Certified Management Accountant
  • Certified Public Accountant
  • Chartered Global Management Accountant
  • Chartered Professional Accountant
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Enrolled Agent
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Tax Professionals
  • Young CPA

Testimonial

4.1

(228)
40%
39%
14%
4%
2%

OL

Impressive educational, learning, and practical value!!! The examples used to illustrate the points were really impressive. The materials are useful and have good content. Good job MyCPE

MC

The presenter with an obvious passion and firm grasp on a complicated subject is a very powerful attraction for me to continue with MyCPE. Well played…!

KC

Ford is really a subject matter expert. I received the replies to my chat questions. They were really impressive. Their rich experiences are a remarkable value addition to the learning. I will return to MyCPE for more learning

CF

The examples used to illustrate the points were really impressive. The materials are useful and have good content. Good job Ford

KK

I didn’t know it was possible to cover such a vast subject matter with a broad course objective in such a short amount of time with examples. I solved many of my doubts. I am really impressed. Bravo MyCPE!!!

DT

I enjoyed this webinar so much that it has jumped to one of my top five! I got many new ideas for helping myself to help my clients, and what they discussed harmonizes perfectly with the direction I am taking my business.