Summer is an opportune time to reimagine your tax practice. Before extension season gears up, CPA practitioners should take some time to explore areas to evolve their tax practices to succeed as a future-focused organization.
DESIGNED FOR
medium firms
CPAs
Tax professionals
small firms/@sole Practitioners
small and medium businesses
BENEFITS
- Recognize the top practice management challenges facing tax practitioners.
- Identify areas for growth in managing your clients, staff and technology.
- Identify new services that CPA firms could consider offering.
- Apply best practice strategies for managing your workflow and practice now and in the future.
- Use AICPA Tax Section resources to support your firm’s practice management strategies.
HIGHLIGHTS
Tax practice management
Outsourcing
Offshoring
Virtual tax practice/remote work
Staff management strategies
Billing and client service strategiesCOURSE LEVEL
Update
PREREQUISITES
Basic knowledge of tax planning, practice management and compliance