WEBINAR: How CPA Firms Are Delivering More Value Without Becoming Technical Experts
Who is attending/speaking?
Event Website:
Event Description:
In your day-to-day work with clients, opportunities often come up that go beyond standard tax preparation, whether it’s around Cost Segregation, R&D Tax Credits, 1031, Insurance, Energy incentives, or broader strategic planning. The challenge isn’t recognizing that those opportunities exist, it’s knowing how to confidently act on them without adding complexity to your practice.
In this webinar, Heidi Henderson will walk through a practical approach to identifying and delivering those opportunities within your existing client base. You’ll see how to expand what you offer, when to bring in specialized support, and how to stay firmly in control of the client relationship throughout the process. The focus is simple: helping you deliver more value to your clients in a way that fits how your firm already operates.
THE KNOWLEDGE YOU WILL WALK AWAY WITH
How to uncover hidden revenue opportunities inside your existing client base
A simple framework to offer advanced tax strategies without adding internal complexity
How top firms are increasing client value (and retention) without increasing workload
Where most CPA firms are missing opportunities and how to start capturing them immediately
How to position yourself as a strategic advisor, not just a compliance provider
What you get
This 1 hour webinar gets you 1 CPE Credit
CPA resource: https://engineeredtaxservices.com/services/cpa-partner/
Engineered Tax Services is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
