Join us for this very special four-hour workshop where Tax Rep Network’s Eric Green is joined with National Speaker and Glass Wallet Ventures CEO Sharrin Fuller to walk you through how to either build a new practice or take your existing practice and make it scalable.
And for those accounting and tax pros thinking about taking their practice with them to various places and run remotely, or even selling their practice one day, the work to make that happen and maximize dollars starts now!
The program will cover how to arrange your practice, automate functions, create leverage, and price your services appropriately. Sharrin and Eric will also review how to charge for various services, and what VCs and purchasers look for when contemplating the purchase of the practice.
Every accountant will benefit from the insights shared by Eric and Sharrin in this very special program.
Identify critical tasks in an accounting and tax practice that can be leveraged and remain in line with Circular 230 ethical rules
Describe the pain points in a tax practice and what potential VC investors and buyers look for in a practice
Explain how to keep your practice running, tax filings accurate and timely while running your operation remotely
Due to the in-depth nature of this workshop, attendance is limited, so all attendee questions can be answered.
About Eric Green
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.
Eric is a Fellow of the American College of Tax Counsel, an organization in which membership is an honor reserved for those at the top of their chosen profession. The College’s members, called “Fellows,” are recognized for their extraordinary accomplishments and professional achievements and for their dedication to improving the practice of tax law. Fellows must be nominated by their peers for this honor.
Eric is a frequent lecturer at American Bar Association Tax Section conferences, accounting conferences, and state Enrolled Agent conferences. He served as adjunct faculty at the University of Connecticut School of Law where he taught law students to handle taxpayer representation matters in the low income taxpayer clinic. He is often quoted in the Wall Street Journal, USA Today, CNN, CreditCard.com and Consumer Reports Financial News.
Eric is the author of the Accountant’s Guide to IRS Collection, the Accountant’s Guide to Resolving Tax Debts, a contributing author on Advocating for Low Income Taxpayers: A Clinical Studies Casebook and was interviewed for the book Stop Hiding from the IRS: The Insider’s Guide to Solving Your Tax Debts Once and For All.
Attorney Green received his Bachelor of Business Administration degree in Accounting with a minor in International Business from Hofstra University and is an honors graduate from New England School of Law. He earned a Masters of Laws in Taxation from Boston University School of Law.
About Sharrin Fuller
Sharrin Fuller is the CEO and founder of Glass Wallet and is a managing partner in multiple accounting and financial services businesses including A Simple Office Solution.
She is a prominent thought leader and speaker in the accounting and bookkeeping profession. She specializes in consulting on business strategy, human capital optimization, partnerships, and entrepreneurship.
After successfully starting, scaling, and selling her accounting and bookkeeping practice, Sharrin developed the Remote Firm Scaling System and Remote Team Roadmap to help accounting firms position themselves for growth and eventual acquisition with maximum productivity from their teams.
Sharrin’s straightforward, candid, and practical perspectives on what it takes to succeed in business combined with her real-world strategies for starting and successfully growing them into multi-million-dollar businesses make her an in-demand consultant and speaker.
In business since 2006, Sharrin has also created major partnerships with payroll, timekeeping, and benefits companies. She is an ADP Advisory Board Member and has consulted with many accounting and bookkeeping practices to help them maximize their financial, operational and human resources.
- Identify critical tasks in an accounting and tax practice that can be leveraged and remain in line with Circular 230 ethical rules
- Describe the pain points in a tax practice and what potential VC investors and buyers look for in a practice
- Explain how to keep your practice running, tax filings accurate and timely while running your operation remotely
Advanced Preparation: None
Program Level: Intermediate
Delivery Method: Group Internet Based
Field of Study: Tax
CPE: 4 hours
IRS CE: 4 hours
Green & Sklarz, LLC is the sponsoring organization for Tax Rep LLC’s CPE programming. Green & Sklarz, LLC is registered with the National Association of the State Boards of Accountancy (NASBA) as a sponsor of continuing education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website www.nasbaregistry.org. Green & Sklarz, LLC’s NASBA sponsor number is 132892.
Program Number: 15UFN-T-00232-22-O
Title: How to Create the Ultimate Scalable, Saleable Accounting / Tax Practice
Cancellation Policy: If you find you cannot make the program after registering, please contact our office by either email (email@example.com or by phone (203-285-8545) and let us know you will be unable to make the program.
Concerns or Complaints: If you have suggestions or concerns about anything in the program or the materials, please direct them to Nicole Golino at firstname.lastname@example.org or by calling us at (203) 285-8545.
CPE Credits & Field of Study: Recommended 8 CPE Credit Hours in the Field of Taxation. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour