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Tax Season Bootcamp: 4 Initiatives to Get Your Firm In Shape
Business Management and Organization

TAX SEASON BOOTCAMP: 4 INITIATIVES TO GET YOUR FIRM IN SHAPE

Cost Free
Presentation Length 1.0 hour

Recorded DateJanuary 8, 2019
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaBusiness Management and Organization
Course LevelBasic
Who Should AttendBookkeeper
CPA - small firm
CPA - medium firm
CPA - large firm
Other
Series: Bookkeeper
Course Description

With tax season just around the corner, now is the time to get your firm in shape. And with these 4 initiatives you can make the coming year-end and tax season your best yet. Whether you choose to implement one or all four, they’ll have a profound impact on your efficiency, your profitability, and your team member and client satisfaction.

Learning Objectives

  • Key technology upgrades to implement between now and tax season.

  • Key workflow changes to streamline your internal processes.

  • How to adapt your pricing this tax season for greater profitability.

  • 7 of the best tax season marketing ideas.

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Damien Greathead, MBA

Dext
Vice President - North America

415-924-3100

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Damien works with accountants around the world helping them build profitable and sustainable businesses. As the Vice President of Business Development, North America at Receipt Bank, Damien helps firms leverage the latest technology to deliver their services efficiently and profitably. Damien speaks to state and national accounting associations around the world on topics including change management, marketing and technology.

About Our Presenter

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Dext is an automated, multiproduct accounting solution. With three products, we’re here to help reduce your workload, optimize your workflow, and free up your time.

Here’s a bit about our products and how they can help you:

Dext Prepare – allows you to collect client paperwork, accurately extract data and automate processing into any general ledger, streamlining your workflows so team members can work more closely with clients. It's the 4.7 star rated tool used by over 1 million people.

Dext Commerce – saves you time by automating your client’s sales data retrieval from online eCommerce marketplaces and digital payment methods. Get an overview of their sales performance and ensure sales tax compliance, no matter where they sell in the world.

Dext Precision – intelligent data cleanup, bookkeeping, and compliance tools designed for Xero and QuickBooks Online professionals. Identify mis-codings, track key liabilities, and spot unwanted changes to historical data.