Increase Accounting Service Revenues & Expand Your Advisory Services with Incorporation, LLC Filings, and Compliance Monitoring (ACAI)


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Discussion Leader
Nellie Akalp

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Increase Accounting Service Revenues & Expand Your Advisory Services with Incorporation, LLC Filings, and Compliance Monitoring (ACAI)

Customer Rating

Field of Study

Business Management and Organization

Level

Basic

Credits

1

Qualifies For

CPE

Overview

Accountants are critical to the success of any small business. Yet only 67% of small businesses are only satisfied with their accountant.  What if you could easily increase that rate of satisfaction?

As accounting professionals, you already have clients who are struggling with business formation and compliance paperwork. A recent survey by Wasp Barcode Technologies reported that 33% of small businesses listed managing paperwork as a top accounting challenge. Some are struggling so much that they are falling out of corporate compliance with their secretary of state’s office. They are simply forgetting about annual reports and other mandatory filing requirements. In doing so, they are putting their businesses at risk. Your clients need your expertise and they are already leaning on you for advice. It’s time to turn that advice into recurring revenue!

Major Topics

  • How you can augment your services and increase your profits
  • Benefits of adding business filings services such as incorporation, LLC filings, registered agent services and annual compliance management and filing to your existing accounting services
  • Why so many accountants and CPAs add compliance management to their existing service offering
  • Why it’s a win/win for both you and your clients
  • Why your clients desperately need proactive compliance monitoring and reporting
  • How you can safely add this service while keeping yourself in compliance
  • What short-term and long-term services you can offer
  • Examples of compliance revenue for CPAs and accountants
  • How you can add these services without increasing your existing workload, overhead, or staff
  • How to add tens of thousands of dollars to your bottom line, WITHOUT selling or spending a penny on advertising or marketing

Learning Objectives

  • Recognize the benefits of adding business filing services such as incorporation, LLC filings, registered agent services, and annual compliance management and filing to your existing accounting services
  • Know how to accomplish these services without increasing your existing workload, staff, or overhead

Designed For

Accountants with small business clients, finance professionals, enrolled agents, bookkeepers, QuickBooks pro advisors, tax preparation services, CPAs

Prerequisite

None

Advanced Preparation

None


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Discussion Leader
Nellie Akalp

Registering...
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