CPAacademy.org | SMALL BUSINESS TAX ADVISOR SERIES: DESIGN YOUR DREAM

Content Provider

Self-Study CPE

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SMALL BUSINESS TAX ADVISOR SERIES: DESIGN YOUR DREAM TAX PRACTICE

Course is designed for QuickBooks Accountants, QuickBooks Consultants, and Tax preparers

Cost Free

CPE Credits 2.0 hours

Subject Area 2.0 - Business Management and Organization

CE Credits 0.0 hours

Course Level Intermediate

Instructional Method Group Internet Based

Prerequisites None

Advanced Preparation None

Who Should Attend CPA - small firm
CPA - medium firm
Other

Series: Women in Accounting

Course Description

Positioning your business in the right marketplace can help you grow your Small Business Advisory practice or, steer you in the right direction if you’re just starting out providing accounting services and tax services. This training discusses niches and market positioning, and, will provide ideas for what you can improve upon to make your client interactions more meaningful. The training includes case studies to help you discover creative packages and ways to add value, as well as advisory opportunities when working with self-employed service providers and small business clients. The guided case studies will motivate you to identify what you’re good at, reflect on your current service options, and re-evaluate your pricing models and potential for bundled packages.

Learning Objectives

Identify the skills needed to provide quality advisory services to your clients.
Identify the services you want to provide, which clients to target, and the people needed to provide the services.
Discover ideas to create service package options to add value and pricing options for tax preparation.
Identify resources to help determine your pricing.

Frequently Asked Questions

To receive CPE credit, you must register for the webinar before it starts.
CPE is available to all eligible participants within 24 hours of each webinar.
To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.

Handout Materials

Presentation Slides

NASBA Approved

CPAacademy.org (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.

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About Our Presenter

Intuit believes in the power of the individual. The power to do more. To make more. To be more. We believe in the people who do things – the hat jugglers, the to-do list junkies, the masters of getting it done faster, better and more efficiently than ever before. Whether that's balancing the household budget, running a business or paying taxes. We believe in these people because we are these people. We thrive on action – and results. And by making things simpler, we all get more out of doing what we love. We're innovators, and have been at it for more than three decades. And we don't stand still. As the world evolves, so do we – inventing new solutions to solve important problems, perfecting those solutions and delighting our customers. In short: Improving people's financial lives so profoundly they can't imagine going back to the old way. We started small in 1983 with Quicken personal finance software, simplifying a common household dilemma: balancing the family checkbook. Today, we've improved the lives of more than 45 million people, and our annual revenue exceeds $4 billion. We're publicly traded with the symbol INTU on the Nasdaq Stock Market, and regularly recognized as one of the best places to work in locations around the world.