CPE Webcast Mar. 29, 2024: Using Tax Advisory Services to Create Capacity

Date: March 29, 2024 | 12 noon EDT
Duration: 60 Minutes | Cost: Free
Sponsor/CPE Provider: Intuit Accountants
Register Here

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:
• Create capacity by setting boundaries and meeting proactively
• Gain insight about ideal planning and advisory client types
• Create processes to separate compliance and advisory activities
• Use Ignition to easily engage clients in tax advisory services
• Scale your practice using tax advisory services

This CPE webcast is hosted and provided by Intuit Accountants.