Eliminating Busy Season: Transforming Your Practice to Year- Round Advisory Services
Overview
This course provides tax and accounting professionals with a comprehensive framework for transitioning from a compliance-driven busy season model to a sustainable, year-round advisory practice. Participants will explore strategies for expanding services into tax, financial, and estate planning.
The course addresses both transitioning existing clients and attracting new, higher-value clients while improving efficiency, client value, and revenue stability.
Highlights
- Limitations of the traditional busy season model
- Building a year-round advisory practice
- Transitioning existing clients
- Attracting higher-value clients
- Integrating tax, financial, and estate planning
- Workflow restructuring and operations
- Pricing and value communication
- Implementation challenges
Prerequisites
Basic knowledge of individual and business taxation
Designed For
CPAs, EAs, tax professionals, and attorneys seeking to transition to a year-round advisory practice
Objectives
- Identify differences between compliance-based and advisory-based practice model
- Determine strategies for transitioning existing clients to year-round planning relationships
- Evaluate methods for attracting and retaining advisory-focused clients
- Recognize opportunities to integrate tax, financial, and estate planning services
- Identify operational changes required to support a year-round practice
- Recognize risks and challenges in transitioning practice models
Preparation
None
Notice
This course is offered by a 3rd party vendor and will not be accessible in the My CPE Tracker section of the ISCPA website. Course access information will be emailed directly to you by Accounting Continuing Professional Education Network (ACPEN).
Leader(s):
Leader Bios
Arthur Werner, Werner-Rocca Seminars Ltd
Arthur Joseph Werner, JD, MS (Taxation), is the president and is a shareholder in the lecture firm of Werner-Rocca Seminars, Ltd. Mr. Werner’s lecture topic specialties include business, tax, financial and estate planning for high net worth individuals. In addition, Mr. Werner is an adjunct professor of taxation in the Master of Science in Taxation program at the Philadelphia University. Mr. Werner received his B.S. in Accounting and his M.S. in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School. Mr. Werner lectures extensively in the areas of Estate Planning, Financial Planning, and Estate and Gift Taxation to Certified Public Accountants and Financial Planners, and has presented well in excess of 2500 eight-hour seminars over the past twenty-five years as well as numerous webinars and video presentations. Mr. Werner has been rated as having the highest speaker knowledge in his home state of Pennsylvania by the Pennsylvania Institute of Certified Public Accountants, was awarded the AICPA Outstanding Discussion Leader Award in the State of Nevada, the Florida Institute of CPAs Outstanding Discussion Leader Award, and the South Carolina Association of CPAs Outstanding Discussion Leader Award.
Non-Member Price $300.00
Member Price $250.00