Speaker: Josh Lance, the Managing Partner at Lance CPA Group  

Tax season is just around the corner, it’s time to start thinking of future proofing your firm. Josh Lance, the Managing Partner at Lance CPA Group, has been running his Chicago-based firm virtually for the last seven years. He’ll be sharing his blueprint to build an efficient and profitable virtual firm in time for the next tax season. 

 LEARNING OBJECTIVES: 

            Attend this webinar and be able to advise your clients on the following: 

• Recognize how to transition your current clients to your virtual way of working 
• List key technology and workflow considerations for a virtual tax season 
• Identify how to motivate and manage a virtual team 
• List common traps to avoid when making the switch to virtual