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.
2. How to structure
3. What other firms are doing
4. What to charge
5. Send one email
6. Bonus: The tax season offer template
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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
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 |