Archived Webcast – The Thriving Tax Office: Firm Modernization

Accounting | November 18, 2024

Archived Webcast – The Thriving Tax Office: Firm Modernization

Delve into practical strategies to grow your tax firm in today’s market. We'll cover pricing strategies, firm modernization, and technology adoption to boost efficiency and client satisfaction. Join us as we chart a course toward growth for your business.

This webinar was held on Monday, November 18, 2024 at 1:00pm ET
Sponsor: Drake Software
Duration: 1 Hour

Upon completion of this session, you will be able to:

  • Discuss strategies for confidently setting fair prices that reflect the value you provide.
  • Summarize the ways in which identifying and concentrating on a niche market can drive business growth and improve the client experience.
  • Recognize the transformative potential of technology in increasing your firm’s efficiency and enhancing client satisfaction.

Describe how cultivating strong relationships can profoundly impact the success of your business.

Program LevelBasic
PrerequisitesNone
Field of StudyInformation Technology
Advance Preparation NeededNone
Delivery MethodGroup Internet-Based
Recommended CPE Credit1 Credit per 50-Minute Session
Registration InstructionsRegister Online
CostFree
Complaint Resolutioneditor@cpapracticeadvisor.com

Presented by:

Amanda Watson, EA, is the Onboarding and Retention Manager at Drake Software, where she leads a team to drive customer success. As a tax industry veteran, Amanda is a favorite speaker and trainer known for making tax topics accessible and relevant.   

Moderated by:

Gail Perry is the editor-in-chief of CPA Practice Advisor. A veteran of accounting journalism, she also speaks at many accounting events, trade shows, and webinars. Gail is the author of over 30 books (including Mint.com For DummiesThe Idiot’s Guide to Introductory Accounting, and Surviving Financial Downsizing: A Practical Guide to Living Well on Less Income), and she maintains a small tax practice. Gail is a graduate of Indiana University where she earned a bachelor’s degree in journalism. She returned to school to study accounting at Illinois State University, earned her CPA, and worked for Deloitte in Chicago for several years as a state and local tax accountant. She has taught introductory accounting and personal finance courses, and she is a former computer applications instructor at the Indiana CPA Society. Gail is a member of the AICPA’s PFS Credential Committee.

This FREE online webinar is a continuation of CPA Practice Advisor’s mission to provide unbiased, independent information on technologies available to practicing public accountants and tax professionals.

Special thanks to our sponsor for supporting this educational session:

Drake Software 4Color 570d15e32f475

Drake Software, a private company founded in 1977, provides software solutions to over 70,000 tax and accounting firms that file more than 36 million tax returns every year. Known for its award-winning customer service team, Drake Software is also consistently recognized for excellence in quality, value, and reliability.

CPA Practice Advisor is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional 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: https://www.nasbaregistry.org/. For more information regarding administrative policies please contact Isaac O’Bannon at isaac.obannon@cpapracticeadvisor.com.

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Accounting January 14, 2025 

CPE Webcast – Jan. 14, 2025: Amended Returns in Drake Software

This webinar is designed for accountants using QuickBooks, Xero, or similar accounting software. Learn how Avalara integrates seamlessly with your existing tech stack, saving time, reducing costly errors, and hear firsthand from a firm that has supported clients through their tax compliance journey. Plus, earn CPE credit!