CPAacademy.org | THE EASIEST WAY TO GET PAID FOR TAX PLANNING

Content Provider

Self-Study CPE

INCREASE EFFICIENCIES WITH BILL's ACCOUNTS PAYABLE TECHNOLOGY
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SHIFTING YOUR MINDSET: HOW TO GROW AND SCALE A MODERN ACCOUNTING FIRM
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ASSESSING THE RISK OF YOUR ORGANIZATION: NON-INSURANCE RISK MANAGEMENT ISSUES
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TAKING AUTOMATED SERVICES PAST THAT FIRST CLIENT
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The Easiest Way to Get Paid for Tax Planning

Business Management and Organization

THE EASIEST WAY TO GET PAID FOR TAX PLANNING

Available Date(s)

Wednesday, September 18, 2024: 2:00PM EDT

Wednesday, September 25, 2024: 2:00PM EDT

Choose Your Time Zone:

Cost Free

CPE Credits 1.0 hour

Subject Area 1.0 - Business Management and Organization

CE Credits 0.0 hours

Course Level Basic

Instructional Method Group Internet Based

Prerequisites None

Advanced Preparation None

Who Should Attend CPA - small firm
CPA - medium firm

Course Description

Do you have clients that need tax planning but are unaware they should pay for it? Discover how to provide tax planning services profitably without charging insane fees or ruining client relationships. This webinar will show you the easiest way to get paid for tax planning without any hard selling.

Learning Objectives:

Identify lucrative tax planning opportunities for suitable clients

Recognize methods to encourage clients to express interest in tax planning services

Determine effective ways to convey the value of tax planning to clients

Calculate appropriate fees tailored to the client's individual needs

William Hamilton

SmartPath
Founder
[email protected]

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.

Additional Materials

Webinar Technical FAQs

Frequently Asked Questions

To receive CPE credit, you must register for the webinar before it starts.
CPE is available to all eligible participants within 24 hours of each webinar.
To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.

Handout Materials

Presentation Slides

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

SmartPath allows you to perfectly price any tax or accounting client in seconds. Our pricing engine helps you onboard clients 2-5x faster and get paid for all the work you do throughout the year.