Monday, July 21 | 3:20 p.m. - 5:00 p.m. | Concurrent Session
Building a Profitable and Balanced Tax Practice: Insights from Industry Leaders
1 CPE for CPA
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Join a panel of accomplished tax professionals as they share strategies for building a thriving tax practice that aligns with your career goals and lifestyle. This session is designed for tax professionals early in their careers, offering practical advice on setting fair prices for your services, establishing clear client expectations and effectively marketing your practice. Discover how to leverage technology to streamline your operations, enhance client service and drive growth. Gain inspiration from real-world success stories and learn how to balance ambition with a fulfilling personal life. Additionally, you’ll explore valuable lessons learned from challenges, highlighting the importance of resilience, adaptability and growth through obstacles. 
Objectives
Upon completion of this session, you will be able to:
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Identify effective pricing strategies to ensure profitability without overextending your resources 
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Set boundaries and establish client expectations for smoother interactions 
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Explore marketing techniques to attract and retain the right clientele for your practice 
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Discover tips for achieving work-life balance while growing a successful tax business 
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Integrate technology into your practice to improve efficiency, client communication, and overall service quality 
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CPE information
Duration: 50 minutes
Course level: Overview
Prerequisite: None
Advanced preparation: None
Delivery method: Group Live
