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!
