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Starting and Building A Tax Practice

Purposeful Practice

Created byMichelle Causton
BeginnerUpdated Apr 8, 2023

What You'll Learn

  • check_circleIdentify your risk personality
  • check_circleFind and keep the right clients
  • check_circleMake good decisions regarding billing
  • check_circleLet go of bad clients

About This Course

You have the technical expertise and you love the idea of working from home and setting your own hours. Or maybe you hope to expand and offer more services. A small business tax-centric practice allows you to build relationships with clients by providing personalized, timely service and advice. And the good news - the tax preparation industry is growing and the demand for reliable, knowledgeable professionals is increasing. Startup costs for a tax preparation business are relatively low, making it an attractive option for entrepreneurs. This short course will provide an overview of things to think about so that you can be purposeful in growing your business.

Course Content

1 activity • 12 videos • duration: 1h 7m

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Section 112 videos • 1.1 hours
  • videocamIntroduction
    Duration 2:11
  • videocamIn the beginning
    Duration 4:10
  • videocam03 Planning
    Duration 6:10
  • videocamPhilosophy
    Duration 4:12
  • videocamAttracting Clients
    Duration 5:54
  • videocamTrust
    Duration 6:46
  • videocamIdeal clients
    Duration 7:33
  • videocamInitial Client Screening
    Duration 5:17
  • videocamFees and value billing
    Duration 8:02
  • videocamBonus Billable Time
    Duration 4:14
  • videocamPitfalls
    Duration 6:32
  • videocamParting Ways
    Duration 6:31

Your Instructor

Michelle Causton

FCPA, FCGA, MBA

menu_book8 courses
star1,711 reviews

Michelle Causton is a member of the Canadian Association of Professional Speakers. She is a past-president of CGA Ontario with extensive governance experience on regulatory and not-for-profit boards. She is a retired professor from Nipissing University and Canadore College. Michelle has delivered workshops, seminars and training sessions across Canada and the Caribbean on a variety of topics. Having worked in public practice for many years, she understands the pressures of accounting and the practical application of rules, regulations and best practices. As a life-long learner herself, Michelle is passionate about how to best share information, knowledge (and occasionally wisdom). Her focus is now on-line learning but she won’t say no to an opportunity to speak in person or virtually. Michelle says: “We all learn best when it is interesting and relevant. Appropriate humour can make lessons memorable".

Credit Information

Is this course eligible for my CPD requirements as a Canadian CPA?

Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.

Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.

What Students Are Saying

4.8 out of 5
Student's Choice
25 reviews
  • NC
    Nathalie C.
    starstarstarstarstar

    I really enjoyed this webinar. I started my practice two years ago and wish I would have listen to this beforehand.

  • II
    Ibolya I.
    starstarstarstarstar

    Great information, thank you!

  • CD
    Colton D.
    starstarstarstarstar

    Fantastic resource for anyone establishing their own practice

  • EA
    Elmer A.
    starstarstarstarstar

    Informative and helpful. I like the format and delivery of the presentation.

Frequently Asked Questions

We are a registered provider with 300+ associations and regulatory bodies worldwide. We operate across 27 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.

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