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THE "SECRET SAUCE" TO ADDING FINANCIAL SERVICES (TO YOUR TAX PRACTICE)

Cost Free
Presentation Length 1.0 hour

Recorded DateJanuary 6, 2014
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaCommunications & Marketing
Course LevelBasic
Who Should AttendCPA - small firm
CPA - medium firm
Other
Series: Marketing, Sales, and Business Development
Course Description

Implementing financial services is crucial to expanding your profitability. In this lesson we’re going to reveal the secret of how to do it successfully. The secret is simpler than you think, and its power comes from implementing it over the next 3 months while you’re meeting with your clients. We are going to address common reasons why tax professionals often don’t succeed when attempting to add financial services. We will provide information on tools that can improve your success rate and will result in transitioning your clients from audit and tax clients to financial services clients. Learn how to translate your findings into value for you and your clients.

Discover the one tool you haven’t been using that makes all the difference.

This session will include a 15 minute demo of the SmartCenter software. See how other modern tax offices are taking advantage of available technology to successfully implement financial services.

Learning Objectives

  • Learn why implementing financial services is crucial to expanding your profitability

  • Learn why many tax professionals aren’t succeeding in adding financial services

  • Learn about the one tool you’re not using that makes adding financial services fool-proof

  • Learn the right questions to ask your clients (and how to ask them) to transition them from tax work to financial services

  • Learn how to translate your findings into value for your client

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Chris Basom

SmartCenter
Co-Founder
[email protected]
(800) 926-5905

Smartcenter

Chris Basom is the founder of SmartCenter, a cloud software that helps tax professionals organize their practice and increase their revenue. Chris is also the Managing Partner of a Tax & Financial Planning Firm based in Southern California. With more than 30 years of experience as a tax professional, Chris knows first-hand, the dramatic changes that have taken place in the industry. Throughout his career, he has seen how emerging trends have affected tax businesses. Recognizing the power of technology, and excited by the opportunities it offered tax professionals, Chris developed the SmartCenter software to help to take advantage of emerging trends in the tax industry and better serve clients.

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William Hamilton

SmartPath
Founder
[email protected]

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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

Smartcenter
SmartCenter is a new cloud software to help you organize your tax practice and increase your revenue. The tax industry has changed, and your client’s are demanding more from you than ever. By using SmartCenter you can take back control over your practice. Manage client data better, provide additional services your clients want, and run your office like a modern tax pro, all from any computer by using SmartCenter.