Practice Management
seminarProduct Description
Was tax season 2024 your most difficult and least profitable seasons in recent memory? What will you change for 2025 to improve it? As one of the most challenging courses ever taken, we jump right in to changing the outmoded and old-fashioned billing practices many firms use. With letters, real-life experiences from having sold 3 self-built CPA firms and bought over 20 smaller firms and practical guidance honed from dozens of mistakes we show you how to grow and operate a small firm efficiently and profitably while dealing with clients and employees. Designed specifically for firms with fewer than 20 professionals, this class includes the rarely available “Exit Strategies” course about how to buy, sell, and merge a firm and add a partner. We begin by analyzing how much you make and how much you should me charging, based on your opinions. We then address competition, growth and most importantly, efficiency tools, moving to employees and ending with exit strategies.
Attendee Requirements
Dress warmly in layers as the room may be cool.
Location Details
Address(es):
TaxSpeaker
4403 Hamburg Pike
Suite A
Jeffersonville, IN 47130
Prerequisites
NoneField of Study
Business Management & Organization-0.00Taxes-8.00
Hours
8NASBA Categories
Business Management & Organization, TaxesCourse Level
BasicCourse Objectives
This course is designed to guide the small firm of fewer than 50 employees through the myriad compliance rules of practice, to help the firm become more efficient, secure and yes, profitable. The course provides dozens of firm analyses points and guides and checklists, clear analyses tools, methods of improving operational efficiency and quality and clear guides on operating systems. It shows how to improve individual and firm profitability, how to determine and increase fee structures, analyze operational and security shortcomings and deal with employees for hiring, employment and compliance concerns. The course concludes with a free extra bonus-our Exit Strategies guide for selling, buying, merging, adding a partner and IRS and AICPA confidentiality requirements.
Available Options
Webinar
A scheduled, online course viewable on any computer or device with Zoom access; suitable for single person use. Webinars include: online course, eBook download, & PDF of PowerPoint slides. CPE credit will be issued based on log in time and percentage of polling questions answered.
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Seminar
A live event to be attended in person. Seminars include: printed book, eBook download, PDF of PowerPoint slides, light breakfast, lunch, & CPE credit.
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On Demand
An online, previously recorded course viewed at your convenience. The course is added to your TaxSpeaker account for instant access and includes: eBook, PDF of PowerPoint slides, downloadable course video, & (1) exam required for CPE credits.
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Ebook/DVD
A digital, downloadable PDF course manual & DVD package which includes: digital manual, DVD of course presentation, PDF of PowerPoint slides & (1) exam required for CPE credit. The DVD will be shipped to you and the manual/slides will be added to your TaxSpeaker account to download at your convenience.
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Manual/DVD
A physical, printed copy of our course manual and a course DVD. Included is: manual, DVD, PDF of PowerPoint slides, & (1) Exam required for CPE credit. The manual and DVD will be shipped to you; the slides will be added to your TaxSpeaker account to download at your convenience.
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Bob Jennings CPA, EA
Disclaimer
Fees and Schedule All Jennings Sponsored Group-Live 8 hour seminars begin promptly at the stated time, break for 30 minute lunch, have 2-10 minute breaks and end promptly at the stated time.
Cancellation, Transfer and Refund Policy
For Individual Seminar Purchase (not in any Seminar Package)-Registration fees will be refunded in full for up to 30 days in advance of the seminar. Registrations cancelled between 1-30 days prior to the seminar date are subject to a $50 cancellation fee.
For more information regarding administrative policies, complaints and refunds please contact us at 877-466-1040 or visit www.taxspeaker.com. NO REFUNDS WILL BE ISSUED AFTER THE SEMINAR BEGINS. NO EXCEPTIONS. Please call us at 877-466-1040 for auxiliary aid needs.
Continuing Education
Jennings Advisory Group, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. NASBA Sponsor #108251
Jennings Advisory Group, LLC has entered into an agreement with the Return Preparer Office,Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the Return Preparer office as to the quality of the program or its contribution to the professional competence of the enrolled individual. IRS Sponsor Number 5KBKR.
ALL OF OUR TAX COURSES HAVE IRS APPROVAL UNLESS OTHERWISE NOTED**
