Online Session: Tax Prep Outsourcing

As increasing client demand for tax services often exceeds a firm's manpower and resources, many firms are turning to outsourcing services and solutions to save time and expenses while increasing profitability. Listen to how one firm did it during an online session on Tax Prep Outsourcing.

David Hall, CPA, CVA, a partner at L.L. Bradford & Co., is the guest speaker. The session is moderated by Bill Carlino, editor-in-chief of Accounting Today. Topics that will be covered include boosting productivity and trimming overhead and overtime by outsourcing tax returns;  security, technology requirements and other outsourcing concerns; quality controls; and more.

Join us for this free online session on Wednesday, Dec. 12, at 2:00 pm ET/11:00 AM PT, and get prepared. Click here to register.

Also coming this month to the WebCPA Online Expo Center:

Dec. 19: Engagement Products: As firms are increasingly going paperless, their engagement documents reside in a virtual world. This online session explains how this is causing firms to dramatically change their processes and procedures and institute, via specialized software applications, new engagement document management techniques.

And listen to a replay of our Dec. 5 session:

The Upcoming Tax Season: Tax pros have their own pre-season rituals for getting ready for tax season, including checking supplies, test-driving software, training staff, sending out organizers, and wrapping up year-end planning tips for their clients. This online session reveals short-cuts, tips, and best practices from one of the nation's leading tax experts, E. Martin Davidoff.

Also check out our free Web seminars. Coming up on Thursday, Dec. 13, at 2:00 PM ET/11:00 AM PT, is Increasing Profits This Tax Season with Organized, Indexed Client Tax Documents: A Guide to Evaluating Which Solutions Make Sense for Your Firm.

Attend this Web seminar to learn how organizing and indexing client tax documents can increase your firm's productivity and profitability this tax season. Click here to register.

Also check out some of our other recent Web seminars, including CRM: From Needs Assessment to ROI Measurement - And Everything in Between. Public accounting is a relationship business. Whether developing new engagements or servicing existing clients, forward-looking accounting firms are leveraging client relationship management solutions to effectively organize their client and prospect knowledge. Sara Walsh, managing director of marketing at Marks Paneth & Shron LLP, talks with Roger Russell, senior editor of Accounting Today. Click here to access this and other recent Web seminars.

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