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Start Date:10/22/2019
Start Time:11:00 AM CDT
Duration:60 minutes
Abstract:
Are you looking for ways to expand your firm and keep a competitive advantage? One of the best ways to get inspired is to look at what other people are doing. So we thought we’d bring you some real-world examples from our top Pay-by-Refund firms!
This 60 minute session will provide attendees with the 4 key actions that leading Pay by Refund firms have done, to transform their practices to deliver more value for clients, and create the practice they always wanted.
- Define your Customer
- Lead with Social Media
- Implement Automation
- Offer value added services
Learning objectives:
By completing this webinar, you will be able to:
- Better define your ideal customer in order to market to them effectively.
- Evaluate your website against what the leading firms are doing and adopt elements that are right for your firm
- Assess the impact of automating your business processes
- Identify the steps needed in order to develop a strategy that will differentiate you from other tax firms
- Increase your revenue by offering new solutions that are in line with your ideal customer and business strategy.
Who should attend?
Owners, partners, and decision makers who offers or is considering offering Refund Transfer or Bank Product Solutions to their tax clients.
Course Level: Beginner
Course Length: 60 Minutes
Prerequisites: None
Delivery Method: Group-Live Internet
Field of Study: – Communications and Marketing – Non-Technical
Recommended CPE: 1
Recommended CE: 0
IRS Category: N/A
Online: N/A
In Person: N/A
If you're already registered for the Best Practices from leading firms that offer PBR - October 22, 2019 webcast, click below:
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Speakers
![](https://files.onlinexperiences.com/FileLibrary/3319/6/Rossana.jpg) Rossana Giannini owner Giannini Business Tax Paralegal & Cloud Accounting Rossana Giannini, JD created her first entrepreneurial venture—as a clown for a child’s birthday party--when she was an 18-year-old theater student. Ten years later she had her own television and radio shows and had built that single two-hour job into the largest event production company in her native Chile.
That’s the kind of entrepreneurial spirit and record of success that she brings to her work as public speaker, tax professional, accountant and presenter.
Ms. Giannini immigrated to the United States in 2000 and pursued teaching Spanish before returning to school to earn her law degree. She graduated from the Monterey College of Law in December 2012 and started her own taxes and accounting firm.
In 2014, Ms. Giannini became part of the Intuit Family for the same reason she earned a law degree: she enjoys helping people and business succeed.
While Ms. Giannini works with clients on business plans, financial statements, business law and other components of a successful business, she is particularly focused on helping people find their strengths and move forward with confidence. Ms. Giannini is fluent in Spanish, German, French, Italian and English.
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Best Practices from leading firms that offer PBR - October 22, 2019
Registration Is Closed
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