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Practice Management for Success & Growth

Recorded On: 02/23/2022

  • Registration Closed

This overview course will examine the basics for operating a professional tax practice.  We will cover the basic requirements for efficiently and effectively managing daily operations.  This will include use of hardware and software, telecommunications and both physical and client data security issues.

We will provide suggestions for improving tax preparation and review processes.  This will also include ideas for improving your time management.  We will discuss maintaining and improving current client relationships. 

For those who currently offer representation services or for those looking to start and/or expand their representation services, we will discuss the types of representation services that the practitioner can offer and the methods for operating this successful practice niche.

We will discuss offering other types of business services and partnering with other types of service firms.  We will discuss the important issues of Advertising, Promotion and Marketing ideas to attract new clients and which are so vital to an ongoing and expanding your practice.  

Learning Objectives
After completing this course, you will be able to:

  • Evaluate your current procedures, policies and operations
  • Identity those areas where your practice can make improvements
  • Apply those ideas and suggestions to implement quickly and cost effectively
  • Evaluate those ideas and suggestions for consideration
  • Develop a strategic plan for growth and expansion of your services
  • Assess your ongoing business and education developments to enhance your practice.

CPE Credit: 2 hour Practice Management 

Speaker: Leonard Steinberg EA, NTPI Fellow

NSA Webinar Program Level: Basic Prerequisites: None   Advance Preparation: None   Delivery Method: Group-Internet Based

No refunds or exchanges for cancellations. For more information regarding refund, complaint and/or program cancellation policies, please contact NSA toll-free at 800-966-6679.

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

Leonard Steinberg, EA, NTPI Fellow

Steinberg Enterprises, LLC

Leonard Steinberg, is an enrolled agent (EA). Leonard’s practice specializes in small businesses, nonprofit organizations, individuals and handles all types of representation issues. His practice is located in West Windsor, New Jersey. Leonard has also served as president, treasurer, and trustee for the New Jersey chapter (NJSEA) and has made presentations at regular monthly meetings and at IRS Working Together conferences.

Components visible upon registration.

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.