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How to Grow Your Firm the Easy Way Webinar Series

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Growing your tax and accounting firm doesn't have to be hard! It can be easy if you know exactly where to put your focus…

The secret is to focus on the “levers" in your practice – the things that will give you a disproportionate amount of “payoff" compared to the amount of effort you spend.

Join us for this FREE 3-part special webinar series and
discover how to grow your firm the easy way!


By attending these webinars specifically designed for small firms, you will learn:

  • How to successfully transition out of “tax season" so you can have the “post-season" workload you really want

  • Step-by-step plans & tools for how to generate significant revenue during the post-season months

  • How to effectively raise your prices to increase your year-round revenue

  • How to roll-out a new price structure with existing clients & minimize any push-back

  • Key strategies for how to communicate with clients so they'll listen to you and respond to your requests

  • And much more! (Click on the session titles below or on the content tab above to read each full session description!)


The Key to Generating Post Tax Season Revenue

Recorded on June 14, 2016


Double Your Fees

Recorded on July 7, 2016

Client Obedience Training

Recorded on July 19, 2016

Register for FREE!

  • The Key to Generating Post Tax Season Revenue
    Recorded On: 06/14/2016

    Tax Season makes up only 1/3rd of the year, but for most small firms it accounts for over 75% of the firm's revenue. Why is that? Why aren't firms fully utilizing the largest part of the year to increase their overall revenue and profits? Join us for a special, FREE, 1-hour packed with step-by-step instructions for how you can utilize the other two thirds of your year outside of tax season to generate revenue for your firm and help you reach your goals

    What's one unique perspective that today's most successful and profitable firms share?

    They understand the most important part of the year for their firm isn't tax season – it's the
    “Post-Season" – the time from May to January.

    Tax Season makes up only 1/3rd of the year, but for most small firms it accounts for over 75% of the firm's revenue. Why is that?

    Why aren't firms fully utilizing the largest part of the year to increase their overall revenue and profits?

    Join us for a special, FREE, 1-hour webinar
    The Key to Generating Post-Season Revenue

    This webinar is packed with step-by-step instructions for how you can utilize the other two thirds of your year outside of tax season to generate revenue for your firm and help you reach your goals.

    By attending this session you will learn:

    • How to identify your true off-season goals (and not feel bad about them)
    • How to analyze the metrics of tax season & understand what really happened in your firm
    • How to talk to clients & identify what additional services they need from you
    • How to design a specific 90-day plan to jump start your post-season revenue
    • The key strategies for how to successfully implement your plan for tangible results
    • How to map out the rest of your year so you can conquer your revenue goals


    William Hamilton

    Co-Founder, TaxPro University

    William is the co-founder of TaxPro University & SmartCenter. He has spent the last 7 years advising hundreds of tax firms on how to grow their businesses & implement systems to make life easier. Will is a huge Lakers fan and lover of technology.

    Chris Basom

    Co-Founder, TaxPro University

    Chris is the co-founder of TaxPro University & SmartCenter. He is also the managing partner of a tax & financial planning firm in Southern California. With 34 years as a tax professional, Chris knows first-hand, the struggles small firms face and how to combat them. He developed TaxProU & SmartCenter to make managing a practice and collaborating with clients, simpler and easier for small firm owners. Chris is a passionate soccer advocate loves any opportunity to be on a sailboat.

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William Hamilton

Co-Founder, TaxPro University

William is the co-founder of TaxPro University & SmartCenter. He has spent the last 7 years advising hundreds of tax firms on how to grow their businesses & implement systems to make life easier. Will is a huge Lakers fan and lover of technology.

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Chris Basom

Co-Founder, TaxPro University

Chris is the co-founder of TaxPro University & SmartCenter. He is also the managing partner of a tax & financial planning firm in Southern California. With 34 years as a tax professional, Chris knows first-hand, the struggles small firms face and how to combat them. He developed TaxProU & SmartCenter to make managing a practice and collaborating with clients, simpler and easier for small firm owners. Chris is a passionate soccer advocate loves any opportunity to be on a sailboat.

NSA is approved by NASBA, the IRS, ACAT, and CTEC as a provider of continuing professional education.

The National Society of Accountants 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: https://www.nasbaregistry.org/.

NSA has been approved by the California Tax Education Council to offer the above courses to go towards the annual "continuing education" requirement imposed by the state of California. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone at (877) 850-2832, or on the Internet at www.ctec.com.