Content Provider
Receiptbank logo
Middle jirav20200327
Handout Materials
Presentation Slides
Additional Materials
Webinar FAQs
Free cpe webinars
10 Tips to Get Your Schedule C Clients Organized This Tax Season

10 TIPS TO GET YOUR SCHEDULE C CLIENTS ORGANIZED THIS TAX SEASON

Cost Free
Presentation Length 1.0 hour

Recorded DateFebruary 28, 2019
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Series: Bookkeeper
Course Description

Schedule C clients are often the most disorganized (and unprofitable) clients of your client base. However it doesn’t have to be that way. There are simple tools and systems you can implement today to make your Schedule C clients some of your most profitable client engagements. From pricing, to technology, and marketing for new Schedule C clients, you’ll learn how to make this your best tax season yet with these simple strategies and tools.

Learning objectives:


  • Getting your clients to use apps that will make YOU more efficient

  • How to price on more than just hours billed

  • Uncovering value-add opportunities within your Schedule C client base

  • How attract new clients this tax season

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Not logged
Linkedin

Damien Greathead, MBA

Receipt Bank
Vice President - North America
damien@receipt-bank.com
415-924-3100

Receiptbank logo

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

Receiptbank logo
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.