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Free cpe webinars
Setting Your Tax Season Up For Success

SETTING YOUR TAX SEASON UP FOR SUCCESS

Cost Free
Presentation Length 1.0 hour

Recorded DateJanuary 19, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

With tax season about to start, now is the time to be proactive in ensuring you will have a successful tax season. This session will cover the planning steps and best practices to implement now to ensure your tax season will be efficient and less stressful.

Learning Objectives:


  • Identify what a successful tax season looks likes

  • Determine what changes you need to make now to bring efficiency to your tax season

  • Identify best practices on how to have an effective and successful 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.