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This program covers the many functions involved in managing tax season. Included will be experiences with workflow management,smart scanning, reviewing techniques and checklists, deliverables to clients that also can be used as review, training and planning tools,effective preparer and reviewer training methods, introducing tax clients to additional services, pricing and billing procedures,practical staff scheduling and creating an exciting and more profitable tax season. This program will also focus on providing better service to clients, having staff and partners work more effectively, generating additional revenues and having more fun during the“twelve-month” tax season.
You are cordially invited to our first Webinar in 2024!
Date & Time: Wednesday, January 24th, 2024, 2:30pm – 4:30pm Eastern Time
Fee: Member: Free
Non-Member: $20/2.0 CPE
Speakers: Edward Mendlowitz, CPA
Location: Online
Please be sure to RSVP as early as possible!
If you have any questions, please email to: cascpa999@gmail.com
CASCPA Board of Directors