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Course Details

Effortlessly Boost Tax Season Fees in One Email - 12-February-2025 at 12pm ET (Course Id 2478)

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Author : William Hamilton, Founder, SmartPath
Course Length : Pages: 1 ||| Review Questions: 0 ||| Final Exam Questions: 1
CPE Credits : 1.0
IRS Credits : 0
Price : $0.00
Passing Score : 70%
Course Type: NASBA QAS - NASBA Registry
Technical Designation: Technical
Primary Subject-Field Of Study:

Taxes - Taxes for Course Id 2478

Description :

Do you want to improve your engagement packages for tax season? It's not too late - see how to structure your engagement letters & emails to boost margins and capture work you're giving away for free. This 1 hour workshop will show you exactly how to fairly boost margins this tax season without risking client relationships.

1. What to say

  • Why traditional engagement language isn't as effective in today's environment and what to say instead

2. How to structure

  • How to structure your engagement packages this season to boost fees and align with ideal clients

3. What other firms are doing

  • What other firms are doing to make their fees easier to understand and make the quoting process painless

4. What to charge

  • What to charge to find the perfect price for any client

5. Send one email

  • Send one email that does the heavy lifting for you so you can increase your fees this season without alienating clients

6. Bonus: The tax season offer template

  • Access Copy/Paste templates so you can get your engagement emails/letters out right away
Usage Rank : 10000
Release : 2025
Version : 1.0
Prerequisites : None.
Experience Level : Overview
Additional Contents : Complete, no additional material needed.
Advance Preparation : None.
Delivery Method : Group Internet-Based
Intended Participants : Anyone needing Continuing Professional Education (CPE).
Revision Date : 31-Jan-2025
NASBA Course Declaration : Participants must complete the final examination within one year of purchase and with a minimum passing grade of 70% or better to receive CPE credit unless otherwise noted on the Course History page (i.e. California Ethics must score 90% or better). After logging in click on the Course History links on your My Courses page for the Begin date and Expire date for the Final Exam.
Approved Audience :

NASBA QAS - NASBA Registry - 2478

Keywords : Taxes, Effortlessly, Boost, Tax, Season, Fees, One, Email, Webinar, cpe, cpa, online course
Learning Objectives :

Course Learning Objectives

    1. Learn how to improve your engagement language and structure your packages to boost fees
    2. Find out what other firms are doing and what to charge to find the perfect price
    3. See how to structure your client email to increase your fees, including a free template to use today

Course Contents :

1.      Learn how to improve your engagement language and structure your packages to boost fees

2.      Find out what other firms are doing and what to charge to find the perfect price

3.      See how to structure your client email to increase your fees, including a free template to use today

Click to go to: CPE Webinars for CPAs | CPE Webinar Courses | CPE Think
Thank you for taking one of our free courses. We would like to be able to let you know when we add free courses or have special offers and will never spam you or share your address with anyone. If you are Ok with that please reply with "Ok" or if not please reply "No Thanks". Either way enjoy your free CPE course.
  
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