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Free cpe webinars
How to Manage and Run a Virtual Tax Season

HOW TO MANAGE AND RUN A VIRTUAL TAX SEASON

Cost Free
Presentation Length 1.0 hour

Recorded DateNovember 30, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Tax season is just around the corner, it's time to start thinking of future-proofing your firm. Josh Lance, the Managing Partner at Lance CPA Group, has been running his Chicago-based firm virtually for the last six years. He'll be sharing his blueprint to build an efficient and profitable virtual firm in time for the next tax season.


Learning Objectives:


  • Recognize how to transition your current clients to your virtual way of working

  • List key technology and workflow considerations for a virtual tax season

  • Identify how to motivate and manage a virtual team

  • List common traps to avoid when making the switch to virtual

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Joshua Lance

Practice Ignition
Head of Accounting at Practice Ignition
josh@lancecpa.com
(630) 537-0218

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Joshua Lance is the Head of Accounting at Practice Ignition and the founder and Managing Director of Lance CPA Group, a virtual CPA firm that focuses on providing accounting and consulting services to craft breweries and digital agencies. A licensed Certified Public Accountant and Chartered Global Management Accountant, Josh is also a family man who calls Chicago home.  Before venturing on his own with a mission to help small businesses, Josh spent his early career at a top-10 national public accounting firm before working at an ultra-high net worth family office. Josh is also an adjunct faculty at Northwestern University in Evanston, IL, teaching accounting in the Farley Center for Entrepreneurship and McCormick School of Engineering.  He enjoys making wine at home, cooking, traveling, and cheering on his favorite football and soccer teams. Josh was honored by being selected to the 2017 class of the AICPA Leadership Academy and was named as one of the 40 under 40 in 2017 and 2018 by CPA Practice Advisor. Josh was also recently named to the Illinois CPA Society Board of Directors.

About Our Presenter

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Practice Ignition is everything you need to streamline and grow your accounting practice. Automate your team's workflow with professional proposals and engagement letters, onboard clients faster and win more business, track performance with extensive analytics, accept payments and get paid on time. Works with Xero and WFM.