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Free cpe webinars
There is No Tax Off-Season: Diversifying Your Services for Year-Round Revenue


Cost Free
Presentation Length 1.0 hour

Recorded DateApril 19, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

For many accounting and bookkeeping professionals, the year revolves around tax season. As a result, most revenue opportunities are concentrated in tax preparation services. Join this informative webinar to learn how practitioners—including the presenter, Josh Lance—have expanded their business models to focus more on recurring revenue and less on tax season. In addition to service line diversification, you'll hear about the importance of how engagement letters are delivered, the methods of receiving payment, and where to get support in setting up or improving your own process.

Learning Objectives:

  • Identify new services to provide to tax clients

  • Identify ways to structure your firm to be less reliant on tax season revenue

  • Recognize how to leverage sales and marketing efforts to obtain new revenue sources

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Joshua Lance

Practice Ignition
Head of Accounting at Practice Ignition
(630) 537-0218

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Joshua Lance is the Head of Accounting at Practice Ignition and the founder and Managing Director of Lance CPA Group, a virtual CPA firm that focuses on providing accounting and consulting services to craft breweries and digital agencies. A licensed Certified Public Accountant and Chartered Global Management Accountant, Josh is also a family man who calls Chicago home.  Before venturing on his own with a mission to help small businesses, Josh spent his early career at a top-10 national public accounting firm before working at an ultra-high net worth family office. Josh is also an adjunct faculty at Northwestern University in Evanston, IL, teaching accounting in the Farley Center for Entrepreneurship and McCormick School of Engineering.  He enjoys making wine at home, cooking, traveling, and cheering on his favorite football and soccer teams. Josh was honored by being selected to the 2017 class of the AICPA Leadership Academy and was named as one of the 40 under 40 in 2017 and 2018 by CPA Practice Advisor. Josh was also recently named to the Illinois CPA Society Board of Directors.

About Our Presenter

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Practice Ignition is everything you need to streamline and grow your accounting practice. Automate your team's workflow with professional proposals and engagement letters, onboard clients faster and win more business, track performance with extensive analytics, accept payments and get paid on time. Works with Xero and WFM.