S22-Tax Practice Management

Thursday, June 27 | 3:30 pm - 5:10 pm
Track: Practice Management
CE:
     2 hours (CSEA/NAEA)
     Practice management does not qualify for CE credit for the following designations: EA, CPA, CFP, CRTP, OTRP, Attorney
Speakers
Kevin C. Huston, EA, USTCP, MBA, ChFC, CLU and Thomas A. Gorczynski, EA, CTC, USTCP

Description: So you own a tax practice, or does it own you? In this session we will uncover several ideas to improve your efficiency and profitability.

Learning Objectives
1. Learn how to make the transition from by-the-form and hourly billing to value-added billing
2. Discover how to collect your fees easier
3. Become familiar with how to track and manage various engagements and multiple due dates
4. Learn how to draft effective engagement letters
5. See how to set up systems and checklists to ensure that the most important things get done first

Learning Level: Introductory

Prerequisites: None

Advanced Preparation: None