Create a future-focused tax practice (bold)
Another tax season has come and gone. We hope your staff has had time to take some much-needed vacation.
As extension season gears up, now is an opportune time for CPA practitioners to evolve their tax practices to succeed as a future-focused organization.
Ensure your tax practice is strategically positioned for success.
In this Tax Practice Quarterly webcast, experts will discuss:
- Expanding client service offerings
- The evolution of the virtual tax practice
- Best practices from a human resource and a client-service perspective
Learning Objectives
· Recognize the top practice management challenges facing tax practitioners.
· Identify areas for growth in managing clients, staff and technology.
· Identify new services that CPA firms could consider offering.
· Develop best-practice strategies for managing workflow now and into the future.
· Utilize AICPA Tax Section resources to support firm’s practice management strategies.
Major Topics
· Tax practice management
· Ensure tax practice is future ready
· Virtual tax practice/remote work
· Staff management strategies
· Billing and client service strategies
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