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Master the Advisory Services Growth Formula - July 30, 2020

Start Date:7/30/2020

Start Time:11:00 AM CDT

Duration:60 minutes


Master the Advisory Services Growth Formula

Learn about best practices to lead with tax planning and advisory services to delight business clients and power prosperity, while simplifying compliance workflows.  


This session will enable the attendees to supplement their tax preparation services with planning and advisory services for business clients. Tax Reform presents an opportunity to transform your tax preparation practice and increase your value as a trusted advisor for clients through proactive tax planning and advisory services.  This course will introduce advisory services, including proactive tax planning, business coaching, goal setting, updated firm workflows to increase productivity and how to position advisory services to help business clients achieve their goals. Attendees will also be equipped with resources to position services and potentially grow their practice.


             Learning objectives:

            By completing this webinar, you will be able to advise your clients on topics such as:

  • Using a standardized tax strategy checklist
  • Quantifying tax savings
  • Creating and tracking client goals
  • Business taxes
  • Business coaching & advisory services
  • Conducting video meetings
  • Business insight reviews
  • Retirement plan contributions
  • Various other tax topics and planning opportunities


Who should attend?

Multi-service firms or anyone who prepares tax returns and desires to increase their value to business clients.


Course Level: Intermediate

Course Length:  60 Minutes

Prerequisites:  None

Delivery Method: Group-Live Internet

Field of Study: Specialized Knowledge and Applications

Recommended CPE: 1

Recommended CE: 0

If you're already registered for the Master the Advisory Services Growth Formula - July 30, 2020 webcast, click below:



Jim Buffington



This webinar series is created and presented by Jim Buffington CPA. Jim has been teaching in the tax and accounting industry for over 15 years and is an expert in the implementation of advisory services based on his experience working with thousands of tax and accounting firms across the U.S. In addition to being a CPA, Jim holds a Bachelor’s in Business Administration and Accounting from Texas A&M University, then went on to get his MBA at University of Texas Dallas. To learn more about Jim, feel free to visit his LinkedIn profile at and follow in on Twitter @Jimatintuit.

Renee Daggett


AdminBooks, Inc

Renee Daggett is an Enrolled Agent, Advanced QBO Consultant, and the author of “Your Financial Flight Plan: Pilot Your Business to Profitability.” She is the CEO of AdminBooks and manages a team of 12 from her CA accounting office. She and her team have transitioned 97% of their bookkeeping clients to QBO, use Intuit Online Payroll and converted their tax clients to a paperless cloud system. Renee was chosen as one of the top 200 ProAdvisors for 2017 and is a member of the Intuit Trainer/Writer Network. Born and raised in California and happily married since 1990, Renee is the mother of two sons. She lives her life with purpose and thrives on helping her clients do so as well.

First Name
Last Name
Email Address
Company Name
Company Phone
Job Title
What Services does your firm provide? (multi-select)
Tax Preparation
Tax Planning
QuickBooks Consulting
What tax software do you currently use?
Approximately how many returns does your firm prepare?
PTIN - Required for IRS CE Credit. Your PTIN must include the “P” in front along with all preceding 0’s so that it is 9 characters in total (e.g. P00012345)
Customer Account Number (CAN) - If not an existing customer enter 0.