Monday, October 29, 2012

9:15 a.m. - 10:05 a.m.
Track: Tax View Track

10 THINGS YOU CAN DO NOW TO HAVE A GREAT TAX SEASON (T)

Chris Frederiksen, CPA CEO, 2020 GROUP USA

 

Tax season isn't far away and now is the time to get ready.  This session, led by a practicing CPA and consultant, will focus on 10 key things to do now, including: getting your technology sorted out; harnessing the power of the portal; moving to the cloud; effective use of year-end planning; getting your labor force lined up; outsourcing for better client service; generating referrals now and later; using social media-data mining techniques; and creating a “WOW” experience for clients.

 

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