Content Provider
Tsheetslogo

Blankbox
Self-Study CPE
ESTATE AND GIFT TAX COMPLIANCE AND PLANNING SOFTWARE: BLOOMBERG BNA DEMO
View Details/Register
REASONABLE COMPENSATION REPORTS SOFTWARE DEMO
View Details/Register
SERVE A GREATER PURPOSE IN CLIENT ESTATE PLANNING THROUGH CHARITABLE GIVING
View Details/Register
4stepsmostprofitable tsheets

4 STEPS TO MAKING 2017 YOUR MOST PROFITABLE YEAR WITH CLIENT ACCOUNTING SERVICES

Cost Free   CPE Credits 1.0 hour   Subject AreaSpecialized Knowledge & Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone  Who should attend? Bookkeeper
CPA - small firm
CPA - medium firm 
Integrates withXero, QuickBooks Online 
Course Description

A new year and another tax season offers the perfect opportunity to evaluate what you should stop, start and continue doing in your business in 2017. Join us for a 60-minute webinar to learn the four simple steps (that the top firms are already implementing) you can put into action over the next few months to tee your firm to have its most profitable year yet. The best part? These steps are easy to execute on, evaluate success from and build upon (yes - even during tax season).

Learning Objectives

  • How to turn annual clients into monthly clients with renewed focus on Client Accounting Service.

  • How to reintroduce service offerings that have traditionally been loss leaders as profit makers.

  • How to leverage technology to make this change even easier.

  • How to evaluate your price points and ensure you aren't spending time on service offerings that don't make sense for your bottom line.

Testimonials

"Great session, really enjoyed the energy!"

"A lot of useful insights."

"Very useful presentation because it really got me thinking about the more strategic aspects of practice development."

Linkedin
Tsheetslogo

Kelly Bistriceanu is the accountant program director at TSheets time tracking. She credits out-of-the-box marketing tactics and creativity as the two biggest reasons TSheets has been able to build the largest Accountant Partner Program in the U.S. When not traveling the globe to help accounting professionals become successful TSheets PROs, Kelly and her husband Daniel call beautiful Boise, Idaho, home base. Follow Kelly's #TSheetsWorldTour adventures on Twitter and Instagram @KellyTSheets.

Handout Materials
Presentation Slides
Additional Materials
Track and Schedule Employee Time
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.

Nasba

NASBA Approved

CPAwebengage, Inc. (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAwebengage Inc. 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

Tsheetslogo
TSheets is a time tracking application designed and engineered for companies across multiple industries that need to track, manage and report time. Utilizing web-based, cloud computing technology that integrates with multiple platforms, smartphones and software programs, TSheets provides a customizable alternative to paper timesheets and punch cards to streamline HR and IT roles for businesses of all sizes—from freelance shops to corporations employing tens of thousands.