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Automate Your Way Out of Admin: Workflow for Hands Free Tax Season

AUTOMATE YOUR WAY OUT OF ADMIN: WORKFLOW FOR HANDS FREE TAX SEASON

Cost Free
Presentation Length 1.0 hour

Recorded DateOctober 26, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Tax season is notorious for manually repetitive tasks; from getting engagement letters signed, collecting and preparing data for returns, and billing and managing clients. However, many of these tasks can be automated with the right tools and processes in place. In this webinar, you'll learn how to cut down on the long hours through process automation. Plus, you'll see in action how to ensure you get paid promptly for the work you're doing and provide predictable cash flow for your firm. Leveraging technology means a hands-free tax season for you and your team, freeing up that time to spend helping clients.

Learning Objectives:


  • Identify core activities ripe for automation

  • Recognize automation in action: The engagement letter process

  • Identify how to talk to your clients about new technology and their changing needs

  • List ways to achieve predictable cashflow, including prepayments this tax season

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Joshua Lance

Practice Ignition
Head of Accounting at Practice Ignition
josh@lancecpa.com
(630) 537-0218

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Joshua Lance is the Head of Accounting at Practice Ignition and the founder and Managing Director of Lance CPA Group, a virtual CPA firm that focuses on providing accounting and consulting services to craft breweries and digital agencies. A licensed Certified Public Accountant and Chartered Global Management Accountant, Josh is also a family man who calls Chicago home.  Before venturing on his own with a mission to help small businesses, Josh spent his early career at a top-10 national public accounting firm before working at an ultra-high net worth family office. Josh is also an adjunct faculty at Northwestern University in Evanston, IL, teaching accounting in the Farley Center for Entrepreneurship and McCormick School of Engineering.  He enjoys making wine at home, cooking, traveling, and cheering on his favorite football and soccer teams. Josh was honored by being selected to the 2017 class of the AICPA Leadership Academy and was named as one of the 40 under 40 in 2017 and 2018 by CPA Practice Advisor. Josh was also recently named to the Illinois CPA Society Board of Directors.

About Our Presenter

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Practice Ignition is everything you need to streamline and grow your accounting practice. Automate your team's workflow with professional proposals and engagement letters, onboard clients faster and win more business, track performance with extensive analytics, accept payments and get paid on time. Works with Xero and WFM.