Live Webinar
Automating Your Tax Prep Business: Preparing Your Clients for Signed Agreements with Ignition, Payment Upfront, and Relationship Pricing this Coming Tax Season
1pm – 2pm Eastern
Monday, November 25, 2024
Details
Transform your tax preparation business with automation and unlock new revenue streams by offering tax advisory services like IRS Tax Representation. This webinar will show you how to leverage Ignition’s powerful features to secure year-round revenue, improve work-life balance, and ensure you get paid for all your work—just in time for the busy season.
Learning Objectives:
- Set Clear Client Expectations: Learn how to use professional online proposals to define scope, fees, billing, and payment schedules from the start.
- Secure Upfront Payments: Discover how to collect payment details upfront and automate payment collection to protect your cash flow.
- Implement Relationship Pricing: Explore strategies to upsell services, charge for out-of-scope work, and increase revenue with flexible proposal options.
- Transition to Tax Advisory Services: Leverage Ignition and TRN templates to expand your services, generate consistent revenue, and reduce seasonal workloads.
- Automate Client Agreements: Retain clients and future-proof your revenue by easily renewing annual agreements and managing changing scopes efficiently.
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About the Speaker
Eric Green – Attorney and Founder, Tax Rep Network
Attorney Eric L. Green is a practicing tax attorney, author, speaker, and coach. He founded Tax Rep LLC which runs the popular tax representation practice-growth training and coaching program Tax Rep Network. Through his role as the primary instructor and coach at Tax Rep Network, he has helped thousands of accountants start and grow successful tax representation practices.
Eric is a partner and founder of law firm Green & Sklarz LLP, which is based in New Haven, Connecticut, where his focus is taxpayer representation before the IRS, Department of Justice Tax Division and state departments of revenue. Prior to becoming an attorney, Eric served as a senior tax consultant for national and international accounting firms, including KPMG and Deloitte & Touche.
Eric developed a national reputation by building a remarkable record of negotiating favorable settlements in thousands of civil cases against government agencies and has also been able to convince government agents and attorneys to forgo criminal charges and civilly resolve many cases.
Jennie Moore – Ignition
An advocate for social learning to help accounting pros adopt new technologies to scale their practice and better serve their clients. Jennie is the Founder of Moore Details Inc, and the Partnerships Manager, AMER at Ignition.
