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Build a Thriving Tax & Advisory Practice with Intuit and Ignition

January 18 @ 12:00 pm - 1:00 pm

Free

If you feel overworked this tax season, it’s time to get your life back! Join Dawn Brolin, CPA, as she takes you through her billing model best practices, identifies scalable approaches to tax advisory services, and shares practical insights that will redefine your client experience. You will also learn how Dawn leverages Intuit ProConnect and Quickbooks Online to deliver higher-value tax advisory services. Finally, we will show you a sneak peek of the newest Intuit ProConnect and Ignition integration.

Learning Objectives:

  • Recognize the benefits of planning and advisory services

  • Determine how to scale your practice using tax advisory services with Ignition, Intuit Quickbooks, and ProConnect

  • Identify ideal planning and advisory client types

  • Design processes to separate compliance and advisory activities

  • Communicate tax savings strategies

  • Propose how to easily sync your tax service invoices and payments into QuickBooks Online from Ignition

SAVE YOUR SPOT - Join Us!

Details

Date:
January 18
Time:
12:00 pm - 1:00 pm
Cost:
Free
Event Categories:
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Website:
https://ignition.cpaacademy.org/webinars/a0D2S00000tnx0LUAQ

Organizer

CPA Academy
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