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Making 2020 Brilliant: Planning for You and Your Clients

4.6 (22)

Mark Ferris, BA & LLB

Panalitix Pty Ltd

Wednesday, December 11, 2019 | 03:00 PM EDT

  • CPA

1 Credit

FREE

Subject Area

Business Management and Organization

Upcoming Webinars

employment law in a nutshell – guidance for your business

(1)

Jun 18, 2021 | 09:00 AM EDT View Details

irs tax practice & procedure introduction

Jun 18, 2021 | 09:30 AM EDT View Details

differences between ifrs and gaap

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Jun 18, 2021 | 09:30 AM EDT View Details

addressing single audit quality in a covid-19 era

Jun 18, 2021 | 09:30 AM EDT View Details

advance irs learning: multiyear non-filing, criminal investigation, voluntary disclosure, whistleblower claims etc.

(2)

Jun 18, 2021 | 10:00 AM EDT View Details

tax strategies for real estate: crucial insights: acquisition and depreciation strategies

(5)

Jun 18, 2021 | 10:00 AM EDT View Details

keys to maintaining an effective and strong internal audit department

(1)

Jun 18, 2021 | 10:00 AM EDT View Details

best tax return workshop on s corporation (1120s) - latest

(3)

Jun 18, 2021 | 10:00 AM EDT View Details

are you creating legal liability when you hire or recruit online? - covid -19 special

(37)

Jun 18, 2021 | 10:00 AM EDT View Details

annual federal tax update - c & s corporations, partnerships & llcs (forms 1120, 1120s & 1065)

Jun 18, 2021 | 10:00 AM EDT View Details

yellow book boot camp - nfp and governmental accounting & auditing update

(1)

Jun 18, 2021 | 10:00 AM EDT View Details

partnership preparation, basis calculations & distributions–form 1065 schedule k & k-1 analysis

Jun 18, 2021 | 08:00 AM PDT View Details

comprehensive tax strategies & insights on real estate

(3)

Jun 18, 2021 | 08:00 AM PDT View Details

internal controls for businesses

(2)

Jun 18, 2021 | 08:00 AM PDT View Details

maximizing home office deduction (covid special - latest)

(7)

Jun 18, 2021 | 11:30 AM EDT View Details

Course Description

Accountants are known for interpreting historical data but this if less interesting to your clients than planning their future. How can accountants help with planning? Important factors include:

  • precise goal setting. What exactly is your client striving for in terms of revenue, profit, efficiency, lifestyle and succession? How important are each of these in the coming year?
  • evaluating what your client is good at. (And not so good at). Plans should play to their strengths, not weaknesses
  • not taking on too much. A big mistake is doing countless projects which sets the client up for failure. 

In this webinar, we'll provide a step by step process supported by real examples to show you how to help clients plan and then hold them accountable.

Learning Objectives

  • Set goals with precision and clarity
  • Understand our unique skills so they can be applied in the best ways
  • Focus on a couple of key initiatives which will make a REAL difference: a plan
  • Equip ourselves with the knowledge, skills and energy to execute on that plan

Who Should Attend?

  • Accounting Firm
  • Accounting Practice Owners
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Tax Firm
  • Young CPA

Testimonial

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4.6

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32%
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