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Self-Study CPE
ESTATE AND GIFT TAX COMPLIANCE AND PLANNING SOFTWARE: BLOOMBERG BNA DEMO
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REASONABLE COMPENSATION REPORTS SOFTWARE DEMO
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SERVE A GREATER PURPOSE IN CLIENT ESTATE PLANNING THROUGH CHARITABLE GIVING
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Receiptbank 6steps2

6 STEPS TO AN ADDITIONAL $100K IN 2017

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
CPA - large firm 
Integrates withReceipt Bank 
Course Description

Tax season is the perfect opportunity to grow your firm in 2017. The key is monthly recurring revenue (MRR). To achieve your additional revenue target you'll need to think about your service levels, your costing and pricing models, and your service delivery. Whether you're a new or an established firm this webinar will show you 6 key steps to adding an additional $100k, even $200k, to your bottom line this year.

Learning Objectives

  • How to productize your services

  • Costing and pricing considerations

  • Understand enabling technology

  • Creating a repeatable, scalable client experience

Testimonials

"Great course, I have already made my target and have started to figure out how to get there! Thank you!"

"Nice presentation and plenty of ideas."

"Am very glad I attended to discover options available. Thank you!"

"This was one of the best webinars I have attended! A lot of very valuable information & knowledge"

Linkedin
Receipt bank logo

James (@Receipt_James) works with accountants across North America to make bookkeeping profitable and create sustainable businesses. As a Welcome Team Executive at Receipt Bank, James on-boards new partners and sets them on a path to achieve their firm's strategic goals. James has worked internationally with over 100 accounting firms to implement best practices and set their firm up for success in a cloud environment.

Handout Materials
Presentation Slides
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

Receipt bank 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, received 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.