Utilizing outside resources can be an integral part of operating and growing your firm. In this online webinar, Todd Steinberg presents SAM, a U.S.-based remote tax preparation service that can help your firm reduce tax preparation costs by 50%. This online webinar will explain the potential savings of using cloud tax preparation services with a flat rate tax preparation fee and how to lower your employment costs, including health insurance, 401k, payroll taxes, and HR (i.e., hiring, training, and layoffs). Todd will also show you how SAM can provide substantial benefits, such as building your firm's business advisory services in a new marketplace setting never seen before
Thrive Financial Group
Founder and Managing Partner
Todd offers more than 27 years of experience emphasizing succession planning and business development in the accounting and tax industry.
The scope of Todd’s experience includes developing new marketing strategies, integrating financial planning and payroll services into accounting practices, personally being involved as an intermediary in the sale of hundreds of accounting and tax firms nationwide.
Todd also speaks at regional and national conferences as an authority on succession planning and integrating financial planning into accounting practices. Todd is Series 7, 66, Life, Accident & Health Licensed. Todd enjoys staying active and is the proud father to three children – Sydney, Benjamin and Brooklyn.
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