Why learn about tax? Bookkeepers are intricately involved in business operations, well-positioned to catch important issues before tax-time, and often know details about a client’s situation the CPA may not think to ask. By learning just a few tax tips and tricks, you can add value, lean into advisory, and boldly lead your clients where they need to go!

You are the "final frontier" when it comes to addressing topics that are brought up too late if clients wait to talk to their CPAs at tax-time. And you might also have insider knowledge that could help the client that a CPA wouldn't necessarily think to ask about, like plans for expansion or stepping away from the helm. Learning a few things about taxes can add value and allow you to charge more – and be a shining star.

As a bookkeeper, you have unique insight into your client’s universe. By going beyond the numbers and mastering these tax essentials, you will be able to explore new opportunities for your clients and yourself. Expand your services and increase your value and income. Excel in your profession by staying updated on the latest tax rules and best practices and building strong relationships with CPAs and clients. This session will help you launch your bookkeeping career out of this world!