Here’s What You’ll Learn
Legal and Compliance
SETTING A STRONG LEGAL FOUNDATION
HOW TO NAVIGATE TAX LAWS
HOW TO CREATE AIRTIGHT CONTRACTUAL AGREEMENTS
HANDLING AUDITS AND TAX NOTICES
DATA SECURITY AND COMPLIANCE
Business Operations and Financial Management
HOW TO RUN YOUR BUSINESS ‘LIKE A BUSINESS’
BUSINESS BUDGETING AND FORECASTING
EFFECTIVE PRICING STRATEGIES
STREAMLINED ONBOARDING & OFFBOARDING
Team Building and Professional Development
BUILDING THE RIGHT TEAM RECOMMENDED
CONTINUING EDUCATION
Client Relations and Marketing
IDENTIFYING YOUR IDEAL CLIENT
EFFECTIVE COMMUNICATION WITH CLIENTS
ETHICS AND BOUNDARIES
SUCCESSFUL MARKETING STRATEGIES
This Course is For You If You Want To:
Meet your Instructor
Erica Heyward began preparing tax returns for friends and family at her dining room table in 2007. Today, she is an Enrolled Agent, the owner of the Ultimate Tax Experience, and a highly sought-after tax and small business expert.
While in the field, she learned that there are huge misconceptions related to tax, accounting, and financial literacy as a whole. With the growth of the Ultimate Tax Experience, she quickly learned that she simply cannot service everyone that may need her services. Her hope is that these eBooks will empower those who she cannot service in person or remotely.
She simplifies the complicatedness that is the world of tax with ease. She is dedicated to helping each client with their individual tax and business needs and consistently goes the extra mile to do so.
What sets her apart from the rest is that she truly cares about her clients, soothes their tax jitters, and gives one on one assistance to everyone from the W-2 employee to large corporations grossing $1M per year. She simplifies the complicatedness that is the world of tax with ease. She is dedicated to helping each client with their individual tax and business needs and consistently goes the extra mile in order to do so.