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Tax Season Bootcamp: 4 Initiatives to Get Your Firm In Shape

TAX SEASON BOOTCAMP: 4 INITIATIVES TO GET YOUR FIRM IN SHAPE

Cost Free
Presentation Length 1.0 hour

Recorded DateJanuary 8, 2019
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Series: Bookkeeper
Course Description

With tax season just around the corner, now is the time to get your firm in shape. And with these 4 initiatives you can make the coming year-end and tax season your best yet. Whether you choose to implement one or all four, they’ll have a profound impact on your efficiency, your profitability, and your team member and client satisfaction.

Learning Objectives

  • Key technology upgrades to implement between now and tax season.

  • Key workflow changes to streamline your internal processes.

  • How to adapt your pricing this tax season for greater profitability.

  • 7 of the best tax season marketing ideas.

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Damien Greathead, MBA

Receipt Bank
Vice President - North America
damien@receipt-bank.com
(855) 969-5448

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Damien works with accountants around the world helping them build profitable and sustainable businesses. As the Vice President of Business Development, North America at Receipt Bank, Damien helps firms leverage the latest technology to deliver their services efficiently and profitably. Damien speaks to state and national accounting associations around the world on topics including change management, marketing and technology.

About Our Presenter

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Receipt Bank's aim is to remove the burden that bills, receipts and invoices place on businesses. Working with bookkeepers, accountants and businesses directly, Receipt Bank has developed its software and service to make the gathering, storage and processing of bills, receipts and invoices as easy and as cost-effective as possible.