Practice Management Webinar: Navigating Pricing and Payments for Tax Preparation Professionals

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Description

Practice Management Webinar: Navigating Pricing and Payments for Tax Preparation Professionals
IRS Program #: N/A
CE: None
Speaker: Nayo Carter Gray, EA

This session will guide you through the different pricing models to help you remain competitive in the marketplace, explore technology to help you streamline your invoicing and payment processes, and refine your financial strategies to increase your firm's cash flow.

Learning Objectives:

Learn to choose and implement the right pricing model for your tax services, ensuring competitiveness and client satisfaction.
Learn practical strategies to enhance your pricing and payment systems, boost profitability and client loyalty in your business.
Explore technology tools that assist in facilitating pricing, invoicing, and secure payment processes, in order to streamline your practice’s cash flow.

Contributors

Nayo Carter Gray

“Making Accounting a Little Less Taxing”® is Nayo Carter-Gray’s goal as owner and founder of 1st Step Accounting, a virtual accounting practice located in Baltimore, MD. Nayo is an Enrolled Agent, a Gusto Ambassador, and a QuickBooks Online Advanced Certified Pro-Advisor. She was also named one of the Top 50 Women in Accounting and Forbes Top 100 Tax Twitter accounts to follow two years in a row.