The accreditors of this session require that you periodically check in to verify that you are still attentive.
Please click the button below to indicate that you are.
Tax planning is easily one of the most valuable services a firm can provide, but it can be streamlined and profitable-typically 3X! See how the Concierge CPA, Jackie Meyer, uses TaxPlanIQ to revolutionize our industry.
Learning Objectives:
Apply Value Pricing to Tax Planning
Recall the ROI Method
Using TaxPlanIQ to showcase ROI
Speaker(s):
Jackie
Meyer,
CPA, MSA,
CEO,
The Concierge Accountant
