Webinar: Challenges for the Small Firm
Clients need compliance expertise from their accounting advisors, yet many firms may be reluctant to offer those services because they may seem complex and labor intensive.
Webinars and CPE
Ensuring Success 2022 – 2 Days of Free Online CPE – Earn Up to 14 Hours
Earn from 1 to 14 hours of free CPE during this online 2-day event. Pick only the sessions you want to attend, and finish up your CPE requirements before the end of the year.
Webinar: Wrangling and Taming Property Tax Compliance Returns and Filing
Gathering data and filing returns for clients' personal property tax poses many challenges.
Webinar: The Key to Empowering Staff with Tax Workflow Automation
When the busiest and most stressful time of year is looming, how can you prevent burnout in your hardworking staff?
Webinar: The Nuts and Bolts of Building Your Small Firm’s Ideal Tech Stack
A small practice incorporating the right strategies and tech-enabled services can set its clients up for success and the firm up for big-time growth.
Surgent Accounting & Financial Education Presents Two New Online CPE Courses
One course examines how the Inflation Reduction Act (IRA) impacts auto- and energy-related tax credits, and the other covers the effects of the new Student Debt Relief Plan on individuals and employers.
Webinar: The Suite Life: Empowering Staff with Automated Processes
Clients expect you to deliver your services in a way that is convenient, collaborative, and flexible when life throws everyone a curveball.
Webinar: Tax Prep and Customer Service in a Contactless World
While many businesses temporarily adopted contactless services out of necessity at the height of the pandemic, there has been increasing demand for tax preparers to make these services permanent.