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Self-Study CPE
THE INTENTIONAL FIRM - PROVIDING EXCEPTIONAL CLIENT SERVICE
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HOW TO PREPARE A BUSINESS PLAN AND SECURE FINANCING
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Rozmarketing scopecreep

TAX PLANNING SERVICES: HOW TO MONETIZE SCOPE CREEP

Cost Free   CPE Credits 1.5 hours   Subject Area Business Management and Organization  Course Level Basic  Instructional Method Group Internet Based  Prerequisites None  Advanced Preparation None  Who should attend? CPA - small firm
CPA - medium firm
Other 
Course Description

In this fast paced, entertaining and informative seminar, you’ll learn tips and tricks on how to get paid for all the follow-up work in connection with responding to IRS notices after you’ve filed your client’s tax return. You’ll learn how to price these services highlighting your expertise and how to use an audit protection plan for attracting new clients paying premium fees. Breathe new life into your existing client base and create loyalty by reinforcing your value.

Over the past 4 years, Michael’s Tax and Business Solutions Academy community has grown to include over 400 tax professionals from across the country. We’ve learned from our members’ successes the most effective ways to monetize existing clients and we will show you how.

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Michael Rozbruch is a nationally recognized entrepreneur and is the founder of Michael Rozbruch's Tax and Business Solutions Academy™, a training and consulting services company that trains and helps other CPAs, Attorneys and Enrolled Agents (as well as other professionals) to build highly profitable practices through proven marketing systems and strategies. But he doesn't stop there. He also trains on how to "close" the sale, manage the client relationship and knows firsthand how a best practice IRS Problem client niche practice should be run and operated.

Handout Materials
Presentation Slides
Additional Materials
IRS Audit Checklist
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.

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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.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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We help CPAs, Attorneys and Enrolled Agents build highly profitable practices through PROVEN marketing systems and strategies. Services include Marketing and Sales Mastery, Client and Practice Management as well as Case Resolution. The academy is an "A to Z" solution for those who want to expand what they are already doing, want to add a lucrative revenue stream to an existing practice or want to start an IRS Problem Client niche practice from scratch.