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Free cpe webinars
The Easiest Way to Get Paid for Tax Planning

THE EASIEST WAY TO GET PAID FOR TAX PLANNING

Cost Free
Presentation Length 1.0 hour

Recorded DateSeptember 25, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Do you have clients that need tax planning but are unaware they should pay for it? Discover how to provide tax planning services profitably without charging insane fees or ruining client relationships. This webinar will show you the easiest way to get paid for tax planning without any hard selling. 

Learning Objectives:


  • Identify lucrative tax planning opportunities for suitable clients

  • Recognize methods to encourage clients to express interest in tax planning services

  • Determine effective ways to convey the value of tax planning to clients

  • Calculate appropriate fees tailored to the client's individual needs

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Will is a huge Lakers fan and lover of technology.  He has spent the last 15 years helping 1,000's of Tax firm owners simplify their pricing and increase revenue so they can spend more time doing what they love. He is an approved instructor with the NATP and AICPA, and regularly hosts webinars and training.

About Our Presenter

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SmartPath allows you to perfectly price any tax or accounting client in seconds. Our pricing engine helps you onboard clients 2-5x faster and get paid for all the work you do throughout the year.