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Why Is Business License Management the New “Greenfield” for CPA Practice Growth?

WHY IS BUSINESS LICENSE MANAGEMENT THE NEW GREENFIELD FOR CPA PRACTICE GROWTH?

Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 14, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

While business license registration and management are necessary, they are complex manual processes. In addition, as your clients' businesses expand, so do their needs to register with local jurisdictions. Join us for this webinar, where you'll learn how to grow, manage, and improve the efficiency of your practice through automation.

Learning Objectives:


  • Identify how to grow your tax practice by automating complex business license management processes

  • Plan how to manage the entire process for many clients from a single dashboard

  • Determine how to improve efficiency with automated tracking, reporting, and task notifications

  • Construct customizable workflow steps that guide the filing and renewal process

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Vicky Basile

Avalara
Strategic Partner Manager
vicky.basile@avalara.com
860-890-3816

Avalaralogo

Vicky Basile is a CPA and former partner in a CT Public accounting firm and holds her PMP designation as Project Management Professional. In addition to public accounting, she has experience in private industry accounting, finance, and operations, including ERP implementation and process analysis. Before joining Avalara in June of 2018, she was part of the Avalara ecosystem for four years as the Alliance Manager for Macola Software, an Avalara Technology Partner.

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Diana DiBello

Avalara
Product Solution Engineer
diana.dibello@avalara.com
(855) 259-3274

Avalaralogo

Diana has spent over 25 years working with various industries in supporting the sales and use tax function. She has industry-recognized expertise in tax technology, leasing, jurisdiction identification, tax processing, telecom, and property tax.

As a public speaker and author, Diana has developed numerous papers and presentations on taxation, including articles for the Journal of Accountancy and the Journal of Multi-State Taxation.

About Our Presenter

Avalaralogo
Avalara helps businesses of all sizes get tax compliance right. We provide prebuilt integrations with the big-name financial and business management systems you trust, as well as a robust API for do-it-yourself business builders. Avalara delivers cloud-based compliance solutions for transaction tax types, like sales and use, VAT, GST, excise, communications, lodging, and more. If you are an accounting practitioner, Avalara has a suite of Avalara for Accountants solutions, purpose-built to help you directly support your clients. We’re headquartered in Seattle, with offices across the U.S. and in Canada, the U.K., Belgium, Brazil, and India.