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Free cpe webinars
Build a Modern Million Dollar Tax Practice

BUILD A MODERN MILLION DOLLAR TAX PRACTICE

Cost Free
Presentation Length 1.0 hour

Recorded DateOctober 25, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Are the challenges of running a growing tax practice preventing you from building the kind of firm you want to own? This session will teach you how to give yourself much more time and increase profits in the tax business. Determine how to set up pricing for your firm to be on a 7-figure trajectory and implement a practice management model that supports growth. Learn marketing basics for your firm and how to delegate to free more of your time, as well as other best practices to build the firm you deserve. We'll cover these proven tactics as we discuss 10 real firms who have hit the $1M mark by making these changes.

Learning Objectives:


  • Identify changes you can make immediately to increase your profit margin

  • Determine how you can free up your time now to build your business and have a life at home

  • Recognize how to set clear rules and boundaries with clients to maximize your time and profit margin

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE

Roger Harris

Padgett
President
[email protected]
(706) 548-1040

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Roger Harris is the president of Padgett and has been serving in this role since 1992. He has worked with the company for 50 years, since studying at the J.M. Tull School of Accounting at the University of Georgia. Prior to becoming president of the company, Roger served as President and Chairman of the Board for 10 years in one of the largest Padgett franchises in the system, giving him years of valuable expertise in the franchise industry. He has used his expertise as an industry expert in the Wall Street Journal, USA Today, The Morning Business Report, Bloomberg Business News and Accounting Today. Roger has also offered testimony before Congress, putting his decades of experience to work as an advocate for small business legislation.

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Jeff Phillips is the Chief Executive Officer of Padgett. Since earning his economics degree from Baylor University and his MBA from Southern Methodist University, he has established himself as a leader in the accounting industry. He has been included on Accounting Today’s Top 100 Most Influential People list five times and serves on multiple professional and community boards. He is also the co-founder and former CEO of Accountingfly, a company working to match accountants with modern, innovative firms across the country. Jeff currently lives in his hometown of Pensacola with his wife and three children.

About Our Presenter

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Padgett is a leading franchise network of over 250 tax and accounting firms across North America, dedicated to providing small businesses with the financial and operating guidance they need to meet their goals. Our mission is to serve as trusted advisors. For small businesses we offer tax planning and preparation, payroll, bookkeeping and accounting. For franchisees, we provide comprehensive professional support, practice management coaching, proven marketing programs and software discounts all delivered within the context of a supportive community. 

At Padgett we empower small business leaders to identify and achieve their unique vision of success.