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10 Tips to Get Your Schedule C Clients Organized This Tax Season
Business Management and Organization

10 TIPS TO GET YOUR SCHEDULE C CLIENTS ORGANIZED THIS TAX SEASON

Cost Free
Presentation Length 1.0 hour

Recorded DateFebruary 28, 2019
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaBusiness Management and Organization
Course LevelBasic
Who Should AttendBookkeeper
CPA - small firm
CPA - medium firm
Other
Series: Bookkeeper
Course Description

Schedule C clients are often the most disorganized (and unprofitable) clients of your client base. However it doesn’t have to be that way. There are simple tools and systems you can implement today to make your Schedule C clients some of your most profitable client engagements. From pricing, to technology, and marketing for new Schedule C clients, you’ll learn how to make this your best tax season yet with these simple strategies and tools.

Learning objectives:


  • Getting your clients to use apps that will make YOU more efficient

  • How to price on more than just hours billed

  • Uncovering value-add opportunities within your Schedule C client base

  • How attract new clients this tax season

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Damien Greathead, MBA

Dext
Vice President - North America

415-924-3100

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Damien works with accountants around the world helping them build profitable and sustainable businesses. As the Vice President of Business Development, North America at Receipt Bank, Damien helps firms leverage the latest technology to deliver their services efficiently and profitably. Damien speaks to state and national accounting associations around the world on topics including change management, marketing and technology.

About Our Presenter

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Dext is an automated, multiproduct accounting solution. With three products, we’re here to help reduce your workload, optimize your workflow, and free up your time.

Here’s a bit about our products and how they can help you:

Dext Prepare – allows you to collect client paperwork, accurately extract data and automate processing into any general ledger, streamlining your workflows so team members can work more closely with clients. It's the 4.7 star rated tool used by over 1 million people.

Dext Commerce – saves you time by automating your client’s sales data retrieval from online eCommerce marketplaces and digital payment methods. Get an overview of their sales performance and ensure sales tax compliance, no matter where they sell in the world.

Dext Precision – intelligent data cleanup, bookkeeping, and compliance tools designed for Xero and QuickBooks Online professionals. Identify mis-codings, track key liabilities, and spot unwanted changes to historical data.