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Gettingready

GETTING READY FOR NEXT TAX SEASON - WHAT TO DO NOW FOR BETTER RESULTS IN APRIL

Cost Free
Presentation Length 1.5 hours

Recorded DateDecember 18, 2014
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

We believe tax season doesn’t have to be a killer. There are tested and proven strategies and tactics you can employ now, that can make your “busy season” so much easier. This course will discuss specific decisions and choices you can make that will reduce your stress, increase your productivity, and keep your “busy season” from becoming your “chaotic season”.

You’ll receive tangible examples, shortcuts, & cheat sheets for how to make this coming tax season your best one ever!

We believe the tax business is the best professional services business in the world. Running a profitable and exciting tax business doesn’t have to be hard. We hope you join us for this exciting webinar and put into practice what you learn!

Learning Objectives

  • How to perform a “tax season review” so you can make better decisions going forward

  • How to identify & fire the clients you don’t want to keep

  • How to make sure the clients you want to keep come back

  • How to get new clients so you can fill out your roster

  • 3 magic things you can do in January to relieve stress in April :)

  • The key systems you need (and how to implement them) to make this tax season easier

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Testimonials
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Barb, OH

"This webinar provided answers to questions we had burning in our minds about ways we could tighten up and improve our bottom line. The no-nonsense approach to client evaluation, handling client firing, and determining fee increases is perfect for our office, and takes us past the awkwardness of those processes. And the client time management ideas are brilliant and completely workable in our firm. This is probably the best webinar we've heard in months."
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Robert, CA

"As a sole tax preparation-representation practitioner, this short and to the point webinar was simply the best of I've attended. The instructors were experience, knowledgeable and in-command of their presentation. I look forward implementing the ideas to streamline our operations, develop our goals, find our niche and simply enjoy our business."
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Jean, CT

"I must say that this webinar exceeded my expectations in every way. William and Chris know their stuff, and incredibly, they share it generously! I will be using the tools they gave us, and I know their insights will help me to increase the value I can provide to my clients and my own business satisfaction."
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Eden, UT

"That was an amazing webinar! I've gotten so used to productivity/streamline webinars really acting as an hour long infomercial with no information that helps in organizing our firm. I learned a whole lot and I've already told the firm owner that we will be talking about this at our next meeting."
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Karen, CA

"I did enjoy the webinar, but not good at testimonials. One of the better ones I have taken through CPAAcademy.org though. In general, thank you for providing free cpe! I am sure you are putting in a lot of hours to organize and manage this service! Just want you to know it is appreciated!"
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Melinda, IN

"This was one of the best webinars that has ever been presented since I have started attending your webinars! I only started doing your webinars this year and it was by far the best one all year. It was informative, helpful, and I will actually take what I learned into my workplace."
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Clifton, MD

"Tax season has many ups and downs. This course is a comprehensive course that encompasses many of these issues we run into every tax season. It is well work watching to see some of the things that the practitioner should consider as he/she opens and proceeds through tax season."
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ANDREA, PA

"This was my first webinar, and it was definitely informative. I feel like these topics are not talked about often.This is the other side of the business that we definitely have to focus on. Thank you for this and I look forward to attending many more webinars."
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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Smartcenter

Chris Basom is the founder of SmartCenter, a cloud software that helps tax professionals organize their practice and increase their revenue. Chris is also the Managing Partner of a Tax & Financial Planning Firm based in Southern California. With more than 30 years of experience as a tax professional, Chris knows first-hand, the dramatic changes that have taken place in the industry. Throughout his career, he has seen how emerging trends have affected tax businesses. Recognizing the power of technology, and excited by the opportunities it offered tax professionals, Chris developed the SmartCenter software to help to take advantage of emerging trends in the tax industry and better serve clients.

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Will is a huge Lakers fan and lover of technology.  He has spent the last 15 years helping 1,000's of Tax firm owners simplify their pricing and increase revenue so they can spend more time doing what they love. He is an approved instructor with the NATP and AICPA, and regularly hosts webinars and training.

About Our Presenter

Smartcenter
SmartCenter is a new cloud software to help you organize your tax practice and increase your revenue. The tax industry has changed, and your client’s are demanding more from you than ever. By using SmartCenter you can take back control over your practice. Manage client data better, provide additional services your clients want, and run your office like a modern tax pro, all from any computer by using SmartCenter.