Course curriculum

  • 1
    PTP 2020 Module 4: Building Your Successful Accounting Practice
  • 2
    Session 1: Getting Started Right
    • Getting Started Right
    • VIDEO: Developing a Business Plan FREE PREVIEW
    • Develoiping a Business Plan
    • VIDEO: Creating a Business Name
    • Creating a Business Name
    • VIDEO: Obtaining a Business License
    • Obtaining a Business License
    • Obtaining a PTIN
    • VIDEO: Setting Up Your Office
    • Setting Up Your "Office"
    • VIDEO: Office Equipment
    • Office Equipment
    • VIDEO: Review
    • Office Supplies
    • Income Tax Software
    • Signing Up For Electronic Filing
    • Reference Material
    • Professional Insurance
    • Bookkeeping System
    • Session 1: Review Questions
  • 3
    Session 2: Effective Marketing
    • VIDEO: Introduction
    • VIDEO: Marketing vs Advertising
    • Effective Marketing
    • VIDEO: Family Friends and Neighbors
    • Consider Family, Friends, and Neighbors
    • VIDEO: Your Business Associates
    • Look to Business Associates
    • VIDEO: Your Neighbohood
    • Canvass Your Neighborhood
    • VIDEO: Press Releases
    • Create a Press Release
    • VIDEO: Networking
    • Network
    • VIDEO: Market Niche
    • Find a Niche Market
    • VIDEO: Signs Signs Signs
    • Use Signs! Signs! Signs!
    • VIDEO: Public Speaking - Tax Seminars_
    • Engage in Public Speaking (Tax Seminars)
    • VIDEO: Writing Articles
    • Write Articles
    • Have a Website
    • Create a Blog
    • Online Classifieds
    • Sample Marketing Materials
    • VIDEO: Review
    • Session 2: Review Questions
  • 4
    Session 3: Comfortable Interviewing Techniques
    • VIDEO: Introduction
    • VIDEO: Be Prepared
    • Comfortable Interviewing Techniques
    • VIDEO: Be Courteous
    • Be Courteous
    • VIDEO: Be Professional
    • Be Professional
    • VIDEO: Be Patient
    • Be Patient
    • VIDEO: Be Genuiny Interested in Your Client
    • Be Genuinely Interested in Your Client
    • VIDEO: Vignette 1 Interviewing a Typical Client
    • VIDEO: Vignette 2 Interviewing an Unprepared Client
    • VIDEO: Vignette 3 Interviewing an EIC Client
    • Pre-scheduling Appointments
    • Role Playing
    • VIDEO: Review
    • Session 3: Review Questions
  • 5
    Session 4: Profitable Fee Calculations
    • VIDEO: Introduction
    • Profitable Fee Calculations
    • VIDEO: Consultant Charges - Hourly
    • Consultant Charges - Hourly
    • VIDEO: Tax Preparation Charges - Per Form
    • Tax Preparation Charge - Per Form
    • Tax Preparation Charge - Time Based
    • Contingent Fees
    • Billing Your Clients
    • VIDEO: Accepting Credit Card for Payment
    • Accepting Credit Cards for Payment
    • VIDEO: Increasing Your Fees
    • Increasing Your Fees
    • Managing Cash Flow
    • VIDEO: Guarantee
    • Guarantee
    • VIDEO: Review
  • 6
    Session 5: Always the Expert Tax Preparer
    • VIDEO: Introduction
    • VIDEO: Tax Preparer Classification
    • VIDEO: The Ethical Professional Tax Preparer
    • VIDEO: Continuing Education
    • VIDEO: Processing Tax Retrns
    • VIDEO: Tax Return Retention Policy
    • VIDEO: Client Retention
    • VIDEO: Client Retention Strategy
    • VIDEO: Nine Success Principles
    • VIDEO: Review
    • Always The Expert Tax Preparer
    • The Professional Professional Tax Preparer
    • The Ethical Professional Tax Preparer
    • Tax Preparer Classification
    • Continuing Education
    • Processing Tax Returns
    • Tax Return Retention Policy
    • Cleint Retention
    • Nine Success Principles
  • 7
    Session 6: Enrolled, AFSP Participants & Un-Enrolled Tax Preparers
    • Enrolled, AFSP Participants, and Unenrolled Tax Preparers
    • Unenrolled Preparers
    • Becoming an Enrolled Agent
    • Circular 230 Requirements
    • Representation Before the IRS
  • 8
    Professional Tax Preparer Module 4 Exam
    • Building Your Successful Tax Practice Exam
  • 9
    Tax Professionals Tool Box
    • Introduction to the Tax Professional's Toolbox
    • PostcardMania Postcard Mailing Experts
    • PostcardMania Postcard marketing and more
    • Free Mailing List