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Author: National Tax Training School (Monsey, N.Y.). Publications Division
Publisher:
ISBN: 9780982197851
Category : Business & Economics
Languages : en
Pages : 294
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Book Description
From the experts at the National Tax Training School: Building, Marketing, & Operating a Profitable Tax Practice is a practical, step-by-step, working guide to running a successful, efficient, and lucrative professional tax practice.
Author: National Tax Training School (Monsey, N.Y.). Publications Division
Publisher:
ISBN: 9780982197851
Category : Business & Economics
Languages : en
Pages : 294
Get Book
Book Description
From the experts at the National Tax Training School: Building, Marketing, & Operating a Profitable Tax Practice is a practical, step-by-step, working guide to running a successful, efficient, and lucrative professional tax practice.
Author: C. Pinheiro Ea Aba
Publisher: PassKey Enrolled Agent Review
ISBN: 9780982266045
Category :
Languages : en
Pages : 275
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Book Description
The main issue that tax practitioners face is how to grow and promote their practices. In talking with tax professionals, their questions are always the same:#13; #13; "How do I build up my client base?"#13; "Are engagement letters really necessary?"#13; "How do I encourage more client referrals?"#13; "How much should I charge for services?"#13; "How do I fire a bad client?"#13; #13; This book offers real answers to all of these burning questions. #13; #13; You will read multiple interviews with established, highly profitable EAs. You will hear how other EAs keep their practices profitable and keep clients (and money) rolling in. This book covers:#13; 1. Marketing techniques for enrolled agents#13; 2. How to use the internet and social networking to boost your community profile#13; 3. How to find profitable IRS representation cases#13; 4. How to avoid deadbeat clients#13; 5. How to get lucrative referrals from other professionals#13; #13; And much more!#13; If you have the tax knowledge and a desire to succeed in this business, this book will help you realize your own success.
Author: Terry McCabe Judge
Publisher:
ISBN: 9781947413009
Category :
Languages : en
Pages :
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Book Description
Book Description: Guide to Start and Grow Your Successful Tax BusinessThe mission of this book is to provide valuable information and guidance to help the reader start, operate and grow a successful income tax preparation business. While managing hundreds of tax offices throughout the past four decades, author Chuck McCabe, has mentored numerous people who aspired to become independent tax business owners and empowered them to achieve success in this rewarding profession. The book includes the following chapters1.Learning Tax Preparation & Obtaining Credentials2.Developing a Business Plan3.Risk Management4.Getting Started as a Tax Business Owner5.Establishing Your Tax Office6.Tax Office Operating Systems7.Buying a Tax Practice8.Marketing Planning9.Pricing Your Services10.Mass Media Advertising 11.Digital Marketing12.Your Website13.Social Media Marketing14.Neighborhood Marketing15.Client Retention Strategies16.Recruiting & Training Tax Preparers17.Employee Pre-work Training18.Motivating & Retaining Employees19.Continuing Education (CE)20.Diversification for Year-round Revenue21.IRS Circular 230, Due Diligence22.Peer Support & Tax Professional Associations23.Helping Your Client Deal with the IRSAccounting Today has recognized the author for multiple years in their ¿Top 100 Most Influential People in Accounting.¿ Their foundation for this recognition is: ¿As a veteran in the tax preparation industry, McCabe had the vision to offer support to other tax business owners who opt to remain independent by providing them with tax education and business skills so they can be successful on their own.¿ In addition, to facilitate peer support, in 2009, Chuck founded the LinkedIn group, Tax Business Owners of America, that now has nearly 9,000 membersChuck McCabe and his team at The Income Tax School (ITS) are committed to serve and support independent tax business owners. The ITS website www.TheIncomeTaxSchool.com, provides valuable resources, many at no charge, to support tax business entrepreneurs. This book will enable small business entrepreneurs to adopt proven best practices comparable to those used by the national tax firms. - Their goal is to ensure the success of independent tax business owners.
Author: National Tax Training School
Publisher: National Tax Publications
ISBN: 9780982197882
Category :
Languages : en
Pages : 386
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Book Description
Building a Tax Practice: A Practical Guide to Running a Successful and Professional Tax Practice. From setup to marketing, this guide is the "intro to small business" for the tax preparer looking to start their own practice.
Author: National Tax Training School Staff
Publisher: National Tax Publications
ISBN: 9780982197813
Category :
Languages : en
Pages :
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Book Description
A practical guide to running a successful tax preparation practice. From setup to marketing, this guide is the "intro to small business management" for the tax preparer looking to start their own practice.
Author: Mike Michalowicz
Publisher: Penguin
ISBN: 073521414X
Category : Business & Economics
Languages : en
Pages : 225
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Book Description
Author of cult classics The Pumpkin Plan and The Toilet Paper Entrepreneur offers a simple, counterintuitive cash management solution that will help small businesses break out of the doom spiral and achieve instant profitability. Conventional accounting uses the logical (albeit, flawed) formula: Sales - Expenses = Profit. The problem is, businesses are run by humans, and humans aren't always logical. Serial entrepreneur Mike Michalowicz has developed a behavioral approach to accounting to flip the formula: Sales - Profit = Expenses. Just as the most effective weight loss strategy is to limit portions by using smaller plates, Michalowicz shows that by taking profit first and apportioning only what remains for expenses, entrepreneurs will transform their businesses from cash-eating monsters to profitable cash cows. Using Michalowicz's Profit First system, readers will learn that: · Following 4 simple principles can simplify accounting and make it easier to manage a profitable business by looking at bank account balances. · A small, profitable business can be worth much more than a large business surviving on its top line. · Businesses that attain early and sustained profitability have a better shot at achieving long-term growth. With dozens of case studies, practical, step-by-step advice, and his signature sense of humor, Michalowicz has the game-changing roadmap for any entrepreneur to make money they always dreamed of.
Author: Christy Pinheiro
Publisher:
ISBN: 9781370814183
Category :
Languages : en
Pages :
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Book Description
The main issue that tax practitioners face is how to grow and promote their practices. In talking with tax professionals, their questions are always the same:1. How do I build up my client base?2. Are engagement letters really necessary?3. How do I encourage more client referrals?4. How much should I charge for services?5. How do I FIRE a bad client?This book offers real answers to all of these burning questions. You will read multiple interviews with established, highly profitable Enrolled Agents. You will hear how other EAs keep their own practices profitable and keep clients (and money) rolling in. This book covers:1. Marketing techniques for enrolled agents2. How to use the internet and social networking to boost your community profile3. How to find profitable IRS representation cases4. How to avoid deadbeat clients5. How to get lucrative referrals from other professionalsAnd much more!If you have the tax knowledge and a desire to succeed in this business, this book will help you realize success.Contributions and interviews with: Owen Arnoff EA, Chet Burgess EA, Darryl Carp EA, Kristin Delfau, EA, Bill Fulcher EA MBA, David Hatt, EA MS, Dineen Huft, Gabrielle Fontaine PB, Gary W Lundgren EA, and much more!
Author: Jassen Bowman
Publisher: Createspace Independent Publishing Platform
ISBN: 9781530858118
Category :
Languages : en
Pages : 136
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Book Description
It's a major milestone for any tax practice: Earning one million dollars in annual revenue. It doesn't need to remain just a dream, however. With an effective marketing plan, long-term prospect follow-up, and comprehensive systems, even a tiny tax firm can generate the magical $1 million in a single year. What does it take to generate $1 million in tax resolution fees? At national averages for client fees, you will need to bring between 250 and 350 new clients per year to achieve this. This book provides a comprehensive marketing plan to generate those 250 to 350 new taxpayer representation clients. You will also learn specifically HOW to implement that marketing plan, with a complete breakdown on the marketing costs, staffing requirements, and other statistical metrics for growing a tax practice of this level in 12 months or less.
Author: Gerald Schwetje
Publisher: Springer Science & Business Media
ISBN: 3540752676
Category : Business & Economics
Languages : en
Pages : 178
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Book Description
This book provides the essentials to write a successful business plan. The represented methods and best practices have been approved over many years in practice with many management consulting engagements. The book is beautifully structured, it has a pragmatic emphasis and an autodidactic approach. The reader gets acquainted with the skills and competencies as well as tools, required for the planning and development of the business plan project.
Author: Christy Pinheiro
Publisher: Pineapple Tax Guides
ISBN: 9780981897141
Category : Accounting
Languages : en
Pages : 138
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Book Description
This book is a genuine resource, packed with proven methods and valuable interviews with real bookkeepers and accounting professionals. These ideas and techniques show you how to quickly build a flourishing full-time or part-time bookkeeping or tax practice, and keep it running profitably. Some of the topics covered in this volume: *How to get clients and keep them *How to attract the most profitable clients *How to set and collect fees *How to offer tax services to your existing clients *How to get referrals from CPA offices *Information on how to become a Certified Bookkeeper through the AIPB *How to comply with the IRS recordkeeping requirements *How to avoid your liability for the dreaded IRS "Trust Recovery Penalty" And much, much more
