Client advisory services are said to be the future of accounting. Whether you are already offering advisory or want to offer advisory, you know challenges come with offering these types of services. This webinar will discuss creating service plans that not only enhance client value but also can be easily scaled. Additionally, we'll cover effective pricing strategies to ensure your firm receives adequate compensation for delivering these comprehensive services.

Learning Objectives:

1. Identify best practices for building client accounting and advisory service plans.
2. List recommended pricing strategies for effectively setting client accounting and advisory service package fees.

Intended Audience: Accounting professionals working in teams of 3-30 people and $500K-$5M in annual revenue.

Join us as we review the outcomes of the March 15th deadline, explore best practices for managing individual extension filings, and offer tips to prepare for the upcoming April 15th tax deadline. This session will provide valuable insights and strategies to ensure a smooth and efficient tax season.

Learning Objectives:

- Evaluate the outcomes of the 3/15 tax deadline to identify successes and areas for improvement.

- Review the steps and requirements for filing individual tax extensions.

- Identify strategies and best practices to help prepare for the 4/15 tax deadline.

Intended Audience: This session is for all firm team members especially staff involved in the tax preparation process.

Time blocking is a time management technique that suggests dividing your day into blocks of time and assigning specific tasks or activities to each block. Instead of simply making a to-do list, time blocking involves setting aside dedicated periods of time for different types of work. Time blocking is a great strategy to combat "fire-fighting" and unproductive days. This webinar will go beyond the productivity benefits of time blocking, and outline how to implement time blocking for better client service, workflow management, and job satisfaction.

Learning Objectives:

1. Define what time blocking is.
2. List the benefits of time blocking.
3. Identify recommendations and tips for implementing the time-blocking technique in an accounting firm.

Intended Audience: Accounting professionals working in teams of 3-30 people and $500K-$5M in annual revenue.

Accountability, problem-solving, leadership development, and a support network are a few benefits accounting firm owners receive when joining a mastermind group. This webinar will examine the benefits of participating in mastermind groups as well as when to seek out participating in a group.

Learning Objectives:

1. List the key components of a mastermind group.
2. Identify when mastermind group participation can bring value to the firm owner or leader.

Intended Audience: Accounting leaders working with teams of 3-30 people and $500K-$5M in annual revenue.

In this session, we’ll analyze key tax season metrics, including returns prepared, hours worked, and average fees. We’ll also discuss what went well, identify challenges, and explore opportunities for improvement to enhance future tax seasons.

Learning Objectives:

1. Identify tax season metrics that can be used to evaluate performance and identify trends.
2. Identify successes and challenges to pinpoint areas for operational improvement.
3. Identify strategies to optimize efficiency and effectiveness in future tax seasons.