Winning strategies for a more profitable tax season in 2023
Tax busy season is the most demanding time of year for industry professionals. It requires the most of every practitioner and it finds client demands at levels not seen at any other time of the year. Firms need to find ways to accommodate client demands without burning out their teams. They also need to find strategies to address client questions and demands that fall outside the scope of their existing work agreements.
Join Thomson Reuters Senior Solutions Consultant Mucki Sobania and guests Paul Miller, owner of Business by Design, and Brittany Lanphier, CPA and managing partner at Lanphier Accounting LLP, as they unlock the power of “selling” advisory services during tax season.
In this webcast you will learn:
- The benefits and opportunities for providing advisory services during tax season.
- How tax professionals can up-sell during tax season and leverage an advisory-centric software and a program that builds a scalable advisory services model and standardizes processes.
- The right pricing model and the importance of understanding the value of your services
Tax professionals see increased demand for business advice lasting beyond the pandemic and 59% feel highly confident stepping into this role for their clients. By the end of this webcast, you should walk away feeling confident in your advisory services and have a plan for pricing them accordingly.