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5 Steps to Tax Advisory for Maximum ROI, Anytime of Year

Business Management and Organization

5 STEPS TO TAX ADVISORY FOR MAXIMUM ROI, ANYTIME OF YEAR

This course was previously titled "PLANNING FOR PROSPERITY: 5 STEPS TO YEAR-END TAX ADVISORY FOR MAXIMUM ROI"

Available Date(s)

Tuesday, June 11, 2024: 5:00PM EDT

Choose Your Time Zone:

Cost Free

CPE Credits 1.0 hour

Subject Area 1.0 - Business Management and Organization

CE Credits 0.0 hours

Course Level Basic

Instructional Method Group Internet Based

Prerequisites None

Advanced Preparation None

Who Should Attend CPA - small firm
CPA - medium firm
CPA - large firm

Series: Women in Accounting

Course Description

Kickstart your journey with a comprehensive blueprint of best practice workflows for tax advisory engagement, enriched with real-world case studies, pricing suggestions, marketing communications, and project management insights. Transition seamlessly into a structured methodology for dissecting and communicating complex tax matters in a client-centric manner. Enhance your skills in crafting engaging and informative presentations, ensuring your clients are well-prepared as the year-end tax season approaches.

Moreover, discover actionable steps and essential software tools to streamline your tax advisory process, and stay updated with a quick cheat sheet of recent tax changes, ensuring compliance and up-to-date knowledge. This session is your gateway to mastering a systematic, efficient approach to year-end tax planning, reducing overwhelm, and boosting ROI for both your firm and your clients.

Learning Objectives:

Outline a comprehensive blueprint of best practice workflows for tax advisory engagement, enriched with real-world case studies, pricing suggestions, marketing communications, and project management insights

Define a structured methodology for dissecting and communicating complex tax matters in a client-centric manner

Summarize how to get practical experience in crafting engaging and informative presentations to keep your clients well-informed and prepared for the year-end tax season

Compile actionable steps and essential software tools to streamline your tax advisory process, boosting efficiency and reducing overwhelm.

Assemble a quick cheat sheet of recent tax changes to ensure compliance and up-to-date knowledge

Jackie Meyer, CPA, CTS, CCA, Doctoral Candidate

Meyer Tax Consulting LLC
President and Founder
cpa@meyertax.com
888-272-1258

Jackie Meyer, a 40 under 40 honoree with CPA Practice Advisor 2018-2022, is a pioneering serial entrepreneur speaker, focusing on practical solutions that enhance tax & financial literacy, from recruitment and retention to leveraging AI in accounting firms. As the former founder of an award-winning CPA firm (2010-2022), she now leads TaxPlanIQ, a SaaS Tax Advisory Platform (AICPA 2023 Accelerator Cohort), and is writing a book on The Balance Sheet of Life.

Her innovative ROI Method of Value Pricing™ emphasizes aligning pricing with client value, addressing cultural and workaholism issues to prevent burnout and turnover. Jackie speaks to tens of thousands of financial professionals and taxpayers annually, providing transformative solutions for entrepreneurs to thrive. Her mission is to improve health, wealth, and relationships for all.

Additional Materials

Workbook

Webinar Technical FAQs

Frequently Asked Questions

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Handout Materials

Presentation Slides

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About Our Presenter

TaxPlanIQ is an intuitive SAAS solution that allows tax planners to start demonstrating tax savings to their clients within 30 minutes. As a tax planning project management software it helps Accountants automate processes, quotes prices, provide follow-up, internal and external to-dos, and content that can 3X your ROI.