Tax season can be an excellent opportunity to grow your advisory practice. Join Dawn W. Brolin, CPA, CFE, the CEO of Powerful Accounting, and learn how to provide strategic advice to your clients during this busy time. Gain critical insights on identifying opportunities and delivering value-added services.
Learning Objectives
- Identify opportunities for advisory services during tax season and strategies for identifying client needs.
- Recognize the benefits of offering value-added advisory services to clients during tax season, including increased client loyalty, improved client retention, and potential for additional revenue streams.
- Deliver effective advisory services strategies during tax season, including best practices for communicating with clients, managing workload, and delivering high-quality services that meet client needs and expectations.
- Identify how advisory services can benefit clients during tax season.
Level
Basic
Instructional Method
Group: Internet-based
NASBA Field of Study
Business Management & Organization (1 hour)
Program Prerequisites
None
Advance Preparation
None