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

Notice

“Adding to Calendar” does not register you for this event. Please either register online by clicking “Add to Cart” or contacting OSCPA at 503-641-7200 / 800-255-1470, ext. 3. Thank you!