February 17, 2023


Webinar


1 Total CPE Credits

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Reassess Your Success: Maximize Profitability & Productivity

Learning Objectives

After attending this presentation you will be able to...

  • Identify the clients you love to serve and those you don't.
  • Analyze the services you are providing currently and make a plan to offer new services and get rid of those you don't enjoy doing.
  • Recognize the importance of having a tech stack that makes sense for your practice.
  • Learn about the motivation you need to make significant improvements to your processes.
  • Mentally prepare for the upcoming tax season regardless of the services you provide.
  • Understand your current technologies and how to integrate them.
  • Analyze your tech stack and find any missing gaps.
  • Apply technology that you didn't realize could be a game changer in your practice.

Major Topics

The major topics that will be covered in this class include:

  • This interactive session will ensure that you are prepared for whatever may come next with a solid business continuity plan.
  • We will lay out your firm's business strategy and integrated technology ecosystem to become more profitable, more efficient, and most importantly, happier with your professional life no matter what type of service offering or clients you desire to have.

CPE Credits Available

1
Total CPE
1
Taxes

Things to Know About This Course

Course Level

  • Intermediate

Prerequisites

None

Advanced Preparation

None

Intended Audience

Practitioners offering tax preparation services. Firms using SmartVault and Lacerte/ProSeries, or who need cloud-based solutions for these key workflow positions.

Provider

CPA Crossings

Register For This Event

  • ASCPA Member

    $ 49 49
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  • ASCPA Non-Member

    $ 99 99
    Your Price

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