AccountingCred
October 18, 2018 at 1:00 p.m. ET.
Overview
In this webinar, participants will learn how to take their firm to the next level by becoming a full-service advisory firm through offering business formation and compliance services to their clients. CorpNet.com CEO, Nellie Akalp, will share a refresher course on business entities to use for your own firm and to share with entrepreneurial clients. As accounting professionals, you may have clients who are struggling with business formation and compliance paperwork. You will learn how you can assist your clients with such filings like business incorporation, filing LLCs, DBAs and more, creating a new revenue stream to grow your firm without increasing your existing workload, staff, or overhead.
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
- Identify popular business entities such as the sole proprietorship, C Corporation, S Corporation and LLC
- Recognize that offering business formation and compliance services to clients is a new revenue stream
- Learn how to streamline the incorporation and compliance process making it easier
Designed For
Accountants with small business clients, finance professionals, enrolled agents, bookkeepers, QuickBooks pro advisors, tax preparation services, CPAs
Prerequisite
None
Advanced Preparation
None