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How to Close the Revenue Gap Post Tax Season

HOW TO CLOSE THE REVENUE GAP POST TAX SEASON

This webinar is for small accounting practices where tax preparation services generate the majority of annual revenue. The content of this course is not applicable to non-owners or large practices that employ more than seven team members.
Cost Free
Presentation Length 1.0 hour

Recorded DateJune 13, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

When the stress of tax season ends, the stress of your revenue gap begins. How can you identify your post-tax season revenue gap and develop a plan of action to fill it? In this webinar, you will learn a signature framework to determine your unique recipe to bring in new revenue without overloading your calendar.

As an accountant, you are great with numbers and advising others on making aligned decisions. But often, tax practitioners don't prioritize their own financial well-being while balancing lifestyle goals.

In our time together, we will guide you through a revenue-planning exercise and introduce you to a tool that makes filling the gap easier to visualize and achieve.

Learning Objectives:


  • Identify the kind of post-tax season work you actually prefer—and even enjoy

  • Recognize your post-tax season revenue gap

  • Evaluate different ways to close the revenue gap with more than just what’s already on your plate

  • Practice using Margin Multiplier's flexible cash injector calculator to map out your next month’s service offering plan

  • Recognize how the presenter's best tips to time block like a pro will keep you from falling into the "my eyes are bigger than my calendar" syndrome

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Christi Bender is a seasoned CPA actively delivering accounting services with a deep focus on tax and in the trenches with you. Christi's unique strength lies in her ability to motivate and bring clarity to your decision-making and serving as a catalyst for effective action. She is highly skilled in helping you identify the key areas that require your attention right now for optimal results.

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Kathryn Brown is a veteran business coach with a proven track record of working with accountants. Kathryn recognizes that accountants, by nature, are thorough, detail-oriented, and driven by a desire to understand the "how" before diving into action. She leverages this innate curiosity through tools and processes that align with your natural problem solving approach to help you transform your practice, redefining success on your own terms.

About Our Presenter

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At Margin Multiplier, we recognize the unique challenges and opportunities tax professionals with small practices face. Having worked together for over 6 years, Christi and Kathryn have developed high-impact strategies and plug-and-play products designed to increase your bottom line. We don't believe MORE (clients, staff, services, etc.) is the answer. We believe that maximizing your margin based on your specific path is how you will increase your revenue, your bottom line, and your lifestyle.

We believe it's not about doing more; it's about doing what matters most efficiently and effectively. Our goal is to increase your revenue, improve your bottom line, and, most importantly, improve your lifestyle. We walk alongside you, offering you the mirror you need to stay focused on your goals, today, tomorrow, and beyond.

Margin Multiplier is more than a coaching and consulting service; it's a mentoring partnership that empowers you to redefine and re-envision your practice, whether you're new to the game or ready for a fresh perspective on your established business. We're in this together, every step of the way.