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How to Find a Qualified Tax Preparer In Your Geographic Area

Nancy McClelland, LLC

As you might imagine, we get quite a few inquiries for tax preparation services, but a) we only do taxes for our small business accounting & bookkeeping clients, and b) we only work with clients in Illinois, Indiana and Wisconsin. Tax Preparer. It’s an arena rife with underrepresentation issues.).

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Deciding Which Entity Structure is Best

Nancy McClelland, LLC

I’m especially indebted to NATP because when I first started doing taxes, I wasn’t a CPA yet — and spoiler alert: they don’t really teach you that much about tax preparation when studying for your CPA exams; in fact, three-quarters of the test aren’t related to taxes at all. 21, 2:00 p.m.

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The Confluence of Bookkeeping, Tax & Advisory: How to Thrive in the New Accounting Landscape (12/6 @ 3:30 pm ET)

Nancy McClelland, LLC

I love this particular webinar series, as it’s a fabulous opportunity to connect with peers, get the latest industry updates, and explore best practices, new tech, and other developments in accounting. They do a nice job of speaking both to bookkeepers and tax professionals, as well as tech-related and accounting-adjacent firms.

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The Confluence of Bookkeeping, Tax & Advisory: How to Thrive in the New Accounting Landscape (12/6 @ 3:30 pm ET)

Nancy McClelland, LLC

I love this particular webinar series, as it’s a fabulous opportunity to connect with peers, get the latest industry updates, and explore best practices, new tech, and other developments in accounting. They do a nice job of speaking both to bookkeepers and tax professionals, as well as tech-related and accounting-adjacent firms.

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Charting the Future of Accounting

CPA Practice

In this engaging webinar a panel of accounting professionals will dive into the data, share their insights, and forecast where they see the profession going in the future. A veteran of accounting journalism, she also speaks at many accounting events, trade shows, and webinars. Gail is a member of the AICPA’s PFS Credential Committee.

Indiana 52
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Unlocking Success: Building Your Small Firm’s Ideal Tech Stack

CPA Practice

This webinar will be held on Wednesday, September 18, 2024 at 2:00pm ET Sponsor: Wolters Kluwer Duration: 1 Hour Register Now Course Overview: Discover how to leverage automation and AI to streamline processes, enhance client service, and drive growth. Gail is a member of the AICPA’s PFS Credential Committee.

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Unlocking Growth: How to Effectively Market Client Accounting Services (CAS)

CPA Practice

Product Define Your Services Clearly: Detail the specific CAS/CAAS services you offer, such as bookkeeping, payroll, financial reporting, and advisory services. Promotion Educational Content: Create and share valuable content (blogs, whitepapers, webinars) that educate potential clients about the benefits of your practice. Here’s how.