If you feel overworked and underappreciated, consider updating your tax preparation practice to lead with planning and advisory services, powering prosperity for your firm and your clients. Join Dawn Brolin, the Designated Motivator, to learn how to shift from reactive, client dependent workflows to planning driven workflows. Learn how to reduce a 10 month tax season to a 3 month tax season, creating months of capacity for higher value tax advisory services.
Learn how to separate compliance and advisory services, and get paid for your expertise delivering higher value tax advisory services. We’ll explore how to engage clients in tax advisory services, billing model best practices, scalable tax advisory services, practical insights, and tips that enable you to deliver a premium client experience.
LEARNING OBJECTIVES:
By completing this session, you will understand how to:
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Create capacity by setting boundaries and meeting proactively
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Gain insight about ideal planning and advisory client types
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Create processes to separate compliance and advisory activities
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Use Ignition to easily engage clients in tax advisory services
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Scale your practice using tax advisory services
WHO SHOULD ATTEND?
Anyone who prepares tax returns and advises clients
Course Level: Basic
Course Length: 60 Minutes
Prerequisites: NONE
Delivery Method: Group-Live Internet
Field of Study: Business Management & Organization – Non-Technical
Recommended CPE: 1
Recommended CE: 0