Level Up Your Tax Advisory - Pricing & Service

  • CPE Credits: 3 Hours CPE

  • Field of Study: Business Management & Organization
  • Instructional Delivery Method: Self Study, On-Demand Video Course 

  • Advanced Preparation Needed: None
  • Prerequisites: None
  • Program Knowledge Level: Basic
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Course Description: 
This course explores the future of tax profession and the importance of transitioning to a more advisory-focused practice. The course emphasizes the transition from being solely focused on tax preparation to becoming trusted advisors who provide valuable insights and guidance to clients. Participants will explore key strategies for overcoming challenges, building an advisory mindset within their teams, maximizing growth opportunities, and implementing effective pricing and billing models. By the end of the course, participants will possess the skills and knowledge necessary to adapt to the evolving tax landscape and take steps to establish a successful advisory practice.

Course Learning Objectives 

How to be successful as a tax advisor. After completing this training participants will be able to:
  • Identify the challenges that must be faced in transitioning to an advisory service, including time constraints, pricing and staffing issues, and the significance of practice management and technology in shifting focus towards advisory services
  • Identify and gain knowledge on strategies for maximizing growth, utilizing existing clients, understanding data for effective planning and pricing, and productizing services to streamline delivery and increase efficiency
  • Recognize the role of automation in the advisory process - Understand the role of artificial intelligence in tax technology and its potential for automating tax form completion and assisting with tax-related inquiries
  • Identify the primary roles and services of an advisor - Explore the concept of the advisory role in the tax profession, including its consultative approach, the importance of selling valued services, and distinguishing oneself from being solely a record keeper.
  • Differentiate between tax preparation and advisory services
    - Evaluate the need for a fundamental shift in the business model to prioritize advisory services over tax returns and understand the steps required to make this transition.
    - Recognize the skill sets required for the advisory role, the importance of effective communication in building rapport and trust with clients, and the benefits of having separate advisors for client communications and advisory services.
Meet your instructor:

Tom Wheelwright, CPA

Tom Wheelwright, CPA is the visionary and best-selling author behind multiple companies that specialize in wealth and tax strategy. Tom is also a leading expert and published author on partnerships and corporation tax strategies, a well-known platform speaker and a wealth education innovator.
Tom is a regular commentator in the field of taxes and contributes regularly in major professional journals and online resources. Tom’s work has been featured in hundreds of media, including Forbes, The Huffington Post, Accounting Today, CFO Magazine, ABC News Radio and AZTV Morning News, along with writing columns for Entrepreneur Magazine and Inman News.
In Tom’s best-selling book Tax-Free Wealth, Tom shows entrepreneurs and investors how to build massive amounts of wealth through practical and strategic ways to permanently reduce taxes.
Meet your instructor:

Jody Padar, CPA

Jody is a Tax & Accounting industry expert who is known for innovation and redefining how business is done. She has spent nearly two decades educating, advocating and evolving the CPA and tax profession on adopting new technologies and changing the way business is conducted. Some call her Radical! She has hands-on practical experience of working with tax customers, providers of software, and most recently within a tax technology startup. Jody’s understanding of the tax and accounting space is extensive and unique in nature. Although she has extensive tax knowledge and experience, her hard earned business experience came from growing a firm and working in the trenches to iterate on a new business model. Jody is well known and recognized as an awarding winning thought leader and can actually back up her innovative ideas with practical execution.
WealthAbility® CPE 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.
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Revolutionary Accounting Series 

Level Up Your Tax Advisory
Pricing & Service

3.0 Credits - Continuing Professional Education 
Refunds are available within 30 days of purchase. If you are not satisfied with your experience, you may request a full refund within 30 days of purchase. Please contact customer support at [email protected].