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The Point of No Return: Reap Revenue Opportunities Beyond Tax Preparation
Is tax season your firm’s major revenue generation source?
Are you looking for new opportunities to not only increase your profitability during the busy season but to make more money all year long?
Do you believe the only way to grow firm revenues during tax season is by adding additional clients and/or increasing your prices?

If you answered “Yes” to any of these questions, it’s time to re-energize your revenue generation approach this tax season.

Join Canopy and Insightful Accountant as they present strategies for leveraging the 2022 tax season into new seasonal and ongoing revenue opportunities for your firm including:
• Preparing your firm to handle tax preparation more profitably in addition to finding new revenue opportunities within each client's tax return.
• Examine the latest tax updates potentially impacting your firm’s revenue in 2022.
• Strategize how to turn tax transcripts into one of your firm’s new revenue streams all year long.
• Leverage Canopy’s new QuickBooks Online integrations to increase your firm’s client service capabilities.

Learning-objectives:
Upon completion of this webinar, participants will be able to:
• Identify one or more potential new revenue opportunities arising from the 2022 tax season.
• List one or more recent tax updates potentially impacting accounting firm revenues.
• Describe (briefly) how tax transcripts can serve as a year-round revenue stream for an accounting firm.
• Name one or more ways Canopy’s new QuickBooks Online integration can enhance service capabilities between the accountant and client.

Subject Area: Computer Software & Applications
Course level: Basic
Instruction method: Internet webinar
Prerequisites: None
Advanced preparation: None
Who should attend: Accounting and Tax professionals at all levels who want to learn more about the key factors shaping the future of their practices, especially during the 2022 tax season.
Series: No
Webinar length: 1 hour
CPE Credits: Yes
Cost: Free
Refund Policy: N/A

Jan 12, 2022 02:00 PM in Eastern Time (US and Canada)

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Speakers

Gaynor Meilke
Chief Marketing Officer @Insightful Accountant
Susan Tinel, EA
@April 15 Taxes
Dawn Brolin, CPA, CFE
CEO @Powerful Accounting, Inc. and Author of The Designated Motivator for Accounting Professionals
Chandler Love
Senior Product Manager @Canopy
Senior Product Manager experienced in creating the best products in the world. Recent focus as been around integrations and leveraging solutions in the market to bring value to those who use Canopy.
Lori Boyer
Director of Content Marketing @Canopy
For nearly 15 years, Lori Boyer has been passionate about ensuring small-to-medium sized businesses have the content and education they need to be successful. She was thrilled to become Director of Content Marketing at Canopy in early 2021. She loves crisp fall mornings, exploring cool historical sites, and doing anything that might embarrass one of her seven children.
Michelle Lundburg
Director of Product Marketing @Canopy
Michelle Lundberg is the Director of Product Marketing at Canopy. She brings over 14 years of experience working with a variety of small, midsized, and Fortune 300 companies in the healthcare, financial services, legal, and accounting industries. She loves the challenge of connecting the dots between customer needs, market trends, and product solutions. In her free time, she enjoys live music, reading, and hiking with her dog Rupert.