Content Provider
Sam
Handout Materials
Presentation Slides
Additional Materials
Webinar Technical FAQs
Free cpe webinars
Cloud Preparing for Tax Services: How to Increase Your Profits and Success

CLOUD PREPARING FOR TAX SERVICES: HOW TO INCREASE YOUR PROFITS AND SUCCESS

This webinar was previously titled ONSHORE PARTNERING FOR TAX SERVICES: INCREASE YOUR FIRM'S PROFIT AND SUCCESS
Cost Free
Presentation Length 1.0 hour

Recorded DateSeptember 29, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Utilizing outside resources can be an integral part of operating and growing your firm. In this online webinar, Todd Steinberg presents SAM, a U.S.-based remote tax preparation service that can help your firm reduce tax preparation costs by 50%. This online webinar will explain the potential savings of using cloud tax preparation services with a flat rate tax preparation fee and how to lower your employment costs, including health insurance, 401k, payroll taxes, and HR (i.e., hiring, training, and layoffs). Todd will also show you how SAM can provide substantial benefits, such as building your firm's business advisory services in a new marketplace setting never seen before

Learning Objectives:


  • Determine how to incorporate cloud tax preparation into your firm's practice, reduce your staffing costs, manage time, and maximize profitability

  • Recognize how to obtain a better client satisfaction and retention rate

  • Outline SAM: How it works, pricing, security, and the sign-up process

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Thrivelogo

Todd offers more than 27 years of experience emphasizing succession planning and business development in the accounting and tax industry.

The scope of Todd’s experience includes developing new marketing strategies, integrating financial planning and payroll services into accounting practices, personally being involved as an intermediary in the sale of hundreds of accounting and tax firms nationwide.

Todd also speaks at regional and national conferences as an authority on succession planning and integrating financial planning into accounting practices. Todd is Series 7, 66, Life, Accident & Health Licensed. Todd enjoys staying active and is the proud father to three children – Sydney, Benjamin and Brooklyn.

About Our Presenter

Sam
The idea for SAM started in 2012. Born out of the experience gained from running a leading CPA firm in California servicing over 200,000 tax and financial clients and employing over 200 CPAs, and realizing there had to be a better way for both the customer and the CPAs. SAM's aim is to continue as a leader in providing quality tax and financial services but in a revolutionary way that simplifies the entire tax and financial advisory experience.