Gain expert insights on building efficiency, attracting top talent, fostering retention and leveraging technology to navigate the evolving tax landscape.
DESIGNED FOR
- Large firms
- Medium firms
- CPAs
- tax professionals
- Small firms/sole Practitioners
- Small/Medium businesses
BENEFITS
Tax practice management
Staff management strategies
Billing and client service strategiesHIGHLIGHTS
- Recognize the top practice management challenges facing tax practitioners.
- Identify areas for growth in managing your clients, staff and technology.
- Identify new services that CPA firms could consider offering.
- Apply best practice strategies for managing your workflow and practice now and in the future.
- Use AICPA Tax Section resources to support your firm’s practice management strategies.
PREREQUISITES
Basic knowledge of tax planning, practice management and compliance