2014 Educational Conference
A Practice Management & Technology Seminar

June 20, 2014 at the Hotel Murano in Tacoma, WA
8:00 AM to 4:00 PM

8-Hours Continued Education Credits

4-hours - Tax  IRS Program # Q8Y0C-T-00053-14-I
4-hours - Computer Science

REGISTER NOW!

Brought to you by Bob Jennings, CPA, EA, CFP, RTRP

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Download the printable flyer 

Schedule | Registration Cost | Hotel Accommodations | Sponsor/Exhibitor
 
The best, most up-to-date practice management and technology workshop in the country.

  • For any professional office
  • Turn it into an efficient profit machine
  • Security Web portal - use and implementation
  • Latest technology office equipment
  • Electronic file cabinets
  • Powerful App's
  • Tablets and Smart phones
    - Turn them into efficient business tools
  • And, MUCH, MUCH more!


Practice Management

This course addresses vexing small tax firm's issues like fees, billing, interviewing clients, tax return processing, client relationships, compliance, liability and practice transfer issues.

Ask yourself these questions:
1. Did you work 60 or more hours per week this year in tax season?
2. Were you "maxed out" in terms of your ability to crank out quality tax returns, or close to it?
3. Did you make enough money to justify the wear and tear on your body, the toll on your family and personal life, and to live comfortably the rest of the year? Did you answer yes to the first two questions, but no to the last one? It stinks, doesn't it? This means we worked our tails off, mistreated ourselves and our loved ones, and did not make enough money doing it to make up for it the other 9 and 1/2 months per year.

So, one more question, what are you going to do to change this situation? As I see it, there are 3 possible choices here.
1. If you do not change, your life will continue to stink for the remainder of your working career. Blunt assessment, but true.
2. Work more hours to make it worthwhile. This is not a real option-you are already maxed out!
3. Charge your clients more to make it worthwhile, or
4. Work more efficiently.

The goal of this course is to address points 3 and 4: How do we charge more for our valuable services How do we work more efficiently. When you attend this course, you will receive guidance on creating a tax practice that is not only full-time but also rewarding and profitable! We also provides common sense guidance for choosing tax software, fees, billing, interviewing clients, tax return processing, client relationships, compliance, liability and practice transfer issues & much more.


Schedule:

7:00am-8:00am    Registration
8:00am-12:00pm  Class
12:00pm-1:00pm  Lunch
1:00pm-5:00pm    Class

Registration Cost:
$225.00 for Members before June 11th l $260.00 for Members after June 11th
$250.00 for Non-Members before June 11th l 285.00 for Non-Members after June 11th

$125.00 Additional Staff of WAA Members before June 11th | $160.00 Additional Staff of WAA Members after June 11th
$225.00 Additional Staff of Non-Members before June 11th | $260.00 Additional Staff of Non-Members after June 11th

REGISTER NOW!


Hotel Accommodations:

Hotel Murano, Tacoma, WA

Cut off for special room rates is June 10, 2014
King Deluxe - Single or Double occupancy rate - $119
Double King Deluxe - Single or Double occupancy - $119
*based on availability


To make reservations under the WAA Room Block and to receive the discounted rate, please click here. You will be taken directly to the reservation page. 

For directions to the hotel, click here.


Want to be a Sponsor or Exhibitor at the 2014 Educational Conference?

Sponsor & Exhibitor Prospectus