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THE KEY TO GENERATING POST-TAX SEASON REVENUE

Cost Free
Presentation Length 1.5 hours

Recorded DateMay 16, 2014
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaCommunications & Marketing
Course LevelBasic
Who Should AttendCPA - small firm
CPA - medium firm
Other
Series: Marketing, Sales, and Business Development
Course Description

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.

Learning Objectives

  • Learn how to analyze the performance metrics of tax season that you need to review (the performance of staff, clients, and services).

  • Discover how to implement a specific 90-day plan that will jump start your off-season revenue.

  • Receive training on the tactics needed to leverage your strengths for greater success this month, quarter and year.

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Chris Basom

SmartCenter
Co-Founder
c.basom@getsmartcenter.com
(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
Co-Founder
w.hamilton@getsmartcenter.com
9493509595

Smartpath

William Hamilton is the co-founder of SmartPath. He has pioneered modern growth and retirement strategies with 1,000+ small firm owners across the country over the last 10 years.

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.