Never give away or undervalue tax planning again. Whether you simply provide a couple of ideas to the clients per year, like an IRA or HSA, or you give full-blown tax plans and manage the implementation for the client, this masterclass will show you how to instantly show and retain your value to the client. Accountants hate sales, so our ROI method sells itself.

Jackie Meyer, CPA, CCA, CTC, is on a mission to infuse passion and purpose back into tax practices. Create raving fans of your services, never have a billing dispute again, and provide tax planning services that bring immense value. Join us if you want to better your tax practice and your life before the next busy season.
  
Learning Objectives:

• Evaluate the ROI method and how you can use it to instantly sell or maintain client satisfaction


• Describe the latest pricing and practice management methods, and what is working


• Summarize a common case study


• Assemble an action plan to take your tax practice to the next level and re-infuse your passion and purpose