Small business owners need your help in getting their books accurate so they can file their taxes and manage their businesses properly. They may have been “going it alone” last year to save money, and now they can’t trust their balances. Or they may be a referral from a CPA firm that asks you to clean up and verify the balances so they can proceed with the tax return. Either way, you need a process to manage this work that results in a great experience for your staff—and for the client.
Come and learn practical tips designed to help you streamline your client clean-up projects and maximize the chances of converting the best of these clients into ongoing monthly clients for your firm.
Michelle has over twenty years of experience in financial management in corporate and entrepreneurial settings and board experience with non-profit civic organizations. She took on her first consulting client in 2008, and since then has worked with clients in a wide range of businesses. Michelle is a QuickBooks Advanced Certified ProAdvisor. She earned her BS in Accountancy from Long Island University and her MBA from Babson College.
CPAacademy.org (Sponsor Id#: 111889) 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: www.nasbaregistry.org.
CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222