"The Tax-Ready Bookkeeper" follow-up FREE Q&A session скачать в хорошем качестве

"The Tax-Ready Bookkeeper" follow-up FREE Q&A session

Nancy McClelland, CPA -- better known as The Dancing Accountant -- gave a presentation at Scaling New Heights in June 2024 on "The Tax-Ready Bookkeeper". As the session was only 50-minutes long, there wasn't time for Q&A -- and so she decided to do a FREE follow-up zoom Q&A session the following month. Attendees submitted their questions in advance, as well as in chat, and we walked through them one-by-one. During the session, Nancy also opened up the first wave of registration for her new "Ask A CPA" subscription. Initially, membership is restricted to only 50 people, so that we can grow it right, with audience feedback. These founding members will receive a 30% discount off the $47/mo membership fee for the first year. (If you haven't already received a coupon code, feel free to email askacpa at thedancingaccountant.com to request one.) Learn more here: https://www.thedancingaccountant.com/... This subscription community is designed specifically for bookkeepers who want to level-up their accounting game and increase collaboration with their clients’ CPAs and tax preparers. It includes: • One zoom Q&A/mo, at least one hour long — eventually we'll increase this to 2x/mo once there's enough demand • A 25% discount on one-on-one consulting, as well as the ability to book in 40-min increments for $100 (instead of 2-hr blocks for $400) • A private Circle community — where you can submit questions, participate in polls to upvote the ones you're most excited to have answered, access additional resources, and connect with like-minded bookkeepers • A webinar once-a-quarter on a topic specific to our community • As well as guest presenters on related topics • And more! Got ideas about what you’d like to see as part of this, shoot us a note! Our vision for the future is that, as bookkeepers learn the tips and tricks about how to prepare tax-ready books, and workpapers that show the CPA what kind of review work has been done, they will impress the heck out of these tax preparers… and even be able to give them some tips of their own, on communication and technology. The ones that respect this outreach and effort will channel more business back to the bookkeepers. And the ones that don’t, can eventually be phased out by either convincing the client to switch tax preparers, or by letting those clients go. Over time, we’d like to see a shift in how bookkeepers are treated by the CPAs, EAs, and other tax preparers that depend on them for accurate books and a manageable tax season. Once the first 50 spots are taken, membership will be closed temporarily, while we work with the founding members to craft the perfect membership and make sure we can scale it effectively. We hope you'll join us!