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How To Manage and Run a Virtual Tax Season - Sponsored by Ignition

How To Manage and Run a Virtual Tax Season – Sponsored by Ignition
CE: none
Speaker: Jennie Moore, Partnerships Manager, The Americas


Tax season is just around the corner, it's time to start thinking of future-proofing your firm. Josh Lance, the Managing Partner at Lance CPA Group, has been running his Chicago-based firm virtually for the last seven years. He'll be sharing his blueprint to build an efficient and profitable virtual firm in time for the next tax season.

Learning Objectives:
  • Recognize how to transition your current clients to your virtual way of working.
  • List key technology and workflow considerations for a virtual tax season.
  • Identify how to motivate and manage a virtual team.
  • List common traps to avoid when making the switch to virtual

Which one or all?
  • Packaging and bundling your services
  • Consultative selling
  • Team management
  • Process and workflow efficiency
Ignition

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