CPA - medium firm
Other
Tax season is over, now what?
This course will lead you through a process to analyze your tax season so you can understand exactly what happened. Then, using that knowledge, you’ll learn how to formulate your business plan for the next 90 days.
The success of a tax & accounting business is determined by its ability to transition into and out of "tax season" - and between the two, transitioning out of tax season is far more critical to the success of your business.
If you keep doing what you've done in the past, you will continue to see the same results. This class will show you how to make the key adjustments needed to thrive for the rest of the year outside of tax season.
By registering for this session you will also receive several “best practices” templates & worksheets that will help you implement the concepts discussed.
This session will include a brief (10 minute) demo of SmartCenter software.
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Learn how to analyze the performance metrics of tax season that you need to review (the performance of staff, clients, and services).
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Discover how to implement a specific 90-day plan that will jump start your off-season revenue.
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Receive training on the tactics needed to leverage your strengths for greater success this month, quarter and year.
Kim, TN
"I loved this presentation! I learned that several things I'm struggling with are common industry issues. And I received helpful tools and a plan to help begin addressing some of the issues, and hopefully increase efficiency and grow my practice. Thank you!"
John, Other
"The CPA courses certainly help me to keep up to date with relevant topics of business generally not to mention those of a specialist nature"
Gary, CA
"One of the best webinars I have ever attended and learned multiple ways to improve next tax season."
David, MA
"Possibly the best presentation to date. Extremely engaging and well done. The time flew by."
Soroor, CA
"Learned lots of good points to keep track of activity in different ways. Thanks. Great Job!"
ERIC, OH
"Excellent session, thank you for all of the great ideas and related tools as well !!!"
Susan, FL
"I liked the post mortem suggestions and loved the worksheet!"
Davita, PA
"Great information. Very relevant, high quality information."
Chris Basom
SmartCenter
Co-Founder
c.basom@getsmartcenter.com
(800) 926-5905
Chris Basom is the founder of SmartCenter, a cloud software that helps tax professionals organize their practice and increase their revenue. Chris is also the Managing Partner of a Tax & Financial Planning Firm based in Southern California. With more than 30 years of experience as a tax professional, Chris knows first-hand, the dramatic changes that have taken place in the industry. Throughout his career, he has seen how emerging trends have affected tax businesses. Recognizing the power of technology, and excited by the opportunities it offered tax professionals, Chris developed the SmartCenter software to help to take advantage of emerging trends in the tax industry and better serve clients.
Will is a huge Lakers fan and lover of technology. He has spent the last 15 years helping 1,000's of Tax firm owners simplify their pricing and increase revenue so they can spend more time doing what they love. He is an approved instructor with the NATP and AICPA, and regularly hosts webinars and training.
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