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

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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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Joshua Lance

Ignition
Head of Accounting at Practice Ignition
[email protected]
(630) 537-0218

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About Our Presenter

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Ignition makes it simple to engage clients, get paid and run your accounting or professional services business on autopilot. From impressive online proposals to automated engagement letters and payments, we free you up to focus on what matters most - your clients.