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6 Ways to Boost Your Margins During Tax Season

6 WAYS TO BOOST YOUR MARGINS DURING TAX SEASON

Cost Free
Presentation Length 1.0 hour

Recorded DateNovember 18, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Looking to optimize your profitability during tax season while maintaining strong client relationships? Join us to uncover six effective ways to boost your margins without compromising quality service. Discover how to implement strategic fee increases and other essential tactics to ensure fair compensation for your expertise. Learn from the success stories of small tax and accounting firms, equip yourself with a proven pricing process, and gain access to a valuable Perfect Pricing Template to elevate your pricing strategies.

Learning Objectives:


  • Identify six actionable strategies to enhance profitability during tax season

  • Determine effective methods for executing fee increases and other margin-boosting techniques

  • Recognize key components to include in your pricing structure to maximize revenue

  • List best practices from successful small tax and accounting firms to confidently set pricing

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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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

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SmartVault offers secure, cloud-based document management and client portals specifically built for the unique security, compliance, and workflow needs of accounting professionals. Our automated workflows, integrations, and customization features allow you to create document workflows that work for you while providing confidence that your documents are always protected and secure.