Scheduling Tax Prep, Controlling Workflow and Getting Your Life Back
Автор: Earmark
Загружено: 2025-01-17
Просмотров: 265
Описание:
This course presents a systematic approach to tax practice management that transforms seasonal tax preparation into a scheduled, year-round process. Participants learn to implement a structured workflow system that assigns specific completion dates for each return, establishes manageable weekly processing targets, and creates predictable delivery schedules. The presenter demonstrates proven methods for transitioning from traditional tax seasons to a controlled, systematic approach to tax preparation management.
Instructor(s):
Brenda Cannon - https://www.linkedin.com/feed/?trk=on...
Ann M. Irons, CPA/PFS, CFP®, CTRC - / ann-m-irons-cpa-llc
Learn more about Cannon & Associates: https://cannoncpas.com/
🔔 NASBA-approved CPE and IRS-approved CE credits are offered via Earmark (https://www.earmark.app). Live attendees will receive an email when the QAS Self Study course is ready (typically within two business days post-webinar). Once the QAS Self Study course is ready, you can access it here: https://www.earmark.app/c/2173
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