CPA Trendlines expert author sets sessions for Dec. 16, 20 and 21.
Join CPA Trendlines expert and best-selling author Jassen Bowman for three sessions in three days, covering how the IRS analyzes a taxpayer’s financial condition and the questions the IRS often asks.
This is an online class that meets for a total of 6 CPE hours over the course of three days – Dec. 19, 20, & 21 – from 2 pm to 3:40 pm ET (11am-12:40 pm PT) each day.
New leads are important, but much less so.
By Jassen Bowman
Tax Resolution Systems
The most successful professional services firms in America put their marketing efforts on autopilot.
MORE: 3 Checklists for Office Communication | Client Management Checklists for Tax Resolution | How to Handle Client Complaints | Checklists for Your Tax Resolution Office Setup | Case Study: Building a Tax Resolution Business | Marketing Requires Ruthless Accountability
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Whether you have a full-time marketing assistant, do all the marketing yourself or distribute duties among your staff, using checklists to systemize your marketing is really the only way to go. Using checklists ensures that your marketing gets done properly and completely.
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Make sure your investment isn’t wasted.
By Jassen Bowman
Tax Resolution Systems
Communicating with your clients and prospects is more important than ever.
MORE: Client Management Checklists for Tax Resolution | Some Office Nuts and Bolts | What to Say on Phone Calls about Fees | How to Handle Client Complaints | The Ins and Outs of Hiring and Firing | Tax Resolution Staff Roles and Responsibilities | Market to Your Ideal Clients | Marketing Requires Ruthless Accountability | 5 Daily Tasks for Maximum Tax Resolution Profitability | 4 Problems with the Tax Resolution Industry
Use the following checklists to verify that your phone system and website are up and functioning properly each day.
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And how to handle clients once their tax issues are resolved.
By Jassen Bowman
Tax Resolution Systems
Your ability to successfully manage a large client volume is directly related to your enforcement of procedural compliance upon your staff.
MORE: Some Office Nuts and Bolts | What to Say on Phone Calls about Fees | Use Checklists to Manage Your Tax Firm | Tax Resolution Staff Roles and Responsibilities | Follow Up with Leads Longer
You should manage all internal processes systematically, and your staff should handle all client matters systematically as well.
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Scheduling, inclement weather, petty cash and more.
By Jassen Bowman
Tax Resolution Systems
Every office function should have a system.
MORE: What to Say on Phone Calls about Fees | How to Handle Client Complaints | Checklists for Your Tax Resolution Office Setup | Case Study: Building a Tax Resolution Business | Marketing Requires Ruthless Accountability | The Tax Resolution Client Intake Checklist | How to End the Tax Revenue Roller Coaster with a Four-Season Practice Model
Here are some miscellaneous but vital functions and how to handle each one.
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