Content Provider
Smartcenter
Handout Materials
Presentation Slides
Additional Materials
Link to all session handouts (Dropbox)
Webinar Technical FAQs
Gettingready

GETTING READY FOR NEXT TAX SEASON - WHAT TO DO NOW FOR BETTER RESULTS IN APRIL

Cost Free
Presentation Length 1.5 hours

Recorded DateDecember 18, 2014
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaPractice Management (Management Advisory Services)
Course LevelBasic
Who Should AttendCPA - small firm
CPA - medium firm
Other
Course Description

We believe tax season doesn’t have to be a killer. There are tested and proven strategies and tactics you can employ now, that can make your “busy season” so much easier. This course will discuss specific decisions and choices you can make that will reduce your stress, increase your productivity, and keep your “busy season” from becoming your “chaotic season”.

You’ll receive tangible examples, shortcuts, & cheat sheets for how to make this coming tax season your best one ever!

We believe the tax business is the best professional services business in the world. Running a profitable and exciting tax business doesn’t have to be hard. We hope you join us for this exciting webinar and put into practice what you learn!

Learning Objectives

  • How to perform a “tax season review” so you can make better decisions going forward

  • How to identify & fire the clients you don’t want to keep

  • How to make sure the clients you want to keep come back

  • How to get new clients so you can fill out your roster

  • 3 magic things you can do in January to relieve stress in April :)

  • The key systems you need (and how to implement them) to make this tax season easier

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Chris Basom

SmartCenter
Co-Founder
[email protected]
(800) 926-5905

Smartcenter

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.

Linkedin

William Hamilton

SmartPath
Founder
[email protected]

Smartpath logo

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.

About Our Presenter

Smartcenter
SmartCenter is a new cloud software to help you organize your tax practice and increase your revenue. The tax industry has changed, and your client’s are demanding more from you than ever. By using SmartCenter you can take back control over your practice. Manage client data better, provide additional services your clients want, and run your office like a modern tax pro, all from any computer by using SmartCenter.