For many accounting and bookkeeping professionals, the year revolves around tax season. As a result, most revenue opportunities are concentrated in tax preparation services. Join this informative webinar to learn how practitioners—including the presenter, Josh Lance—have expanded their business models to focus more on recurring revenue and less on tax season. In addition to service line diversification, you'll hear about the importance of how engagement letters are delivered, the methods of receiving payment, and where to get support in setting up or improving your own process.

Learning Objectives:

• Identify new services to provide to tax clients


• Identify ways to structure your firm to be less reliant on tax season revenue


• Recognize how to leverage sales and marketing efforts to obtain new revenue sources