Course curriculum
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1
PTP 2022 Module 4: Building Your Successful Accounting Practice
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VIDEO: Introduction
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Introduction
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Table of Contents
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2
Session 1: Getting Started Right
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Getting Started Right
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VIDEO: Developing a Business Plan
FREE PREVIEW -
Developing a Business Plan
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VIDEO: Creating a Business Name
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Creating a Business Name
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VIDEO: Obtaining a Business License
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Obtaining a Business License
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Obtaining a PTIN
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VIDEO: Setting Up Your Office
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Setting Up Your "Office"
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VIDEO: Office Equipment
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Office Equipment
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VIDEO: Review
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Office Supplies
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Income Tax Software
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Signing Up For Electronic Filing
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Reference Material
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Professional Insurance
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Bookkeeping System
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Session 1: Review Questions
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3
Session 2: Effective Marketing
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VIDEO: Introduction
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VIDEO: Marketing vs Advertising
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Effective Marketing
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VIDEO: Family Friends and Neighbors
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Consider Family, Friends, and Neighbors
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VIDEO: Your Business Associates
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Look to Business Associates
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VIDEO: Your Neighbohood
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Canvass Your Neighborhood
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VIDEO: Press Releases
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Create a Press Release
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VIDEO: Networking
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Network
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VIDEO: Market Niche
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Find a Niche Market
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VIDEO: Signs Signs Signs
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Use Signs! Signs! Signs!
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VIDEO: Public Speaking - Tax Seminars_
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Engage in Public Speaking (Tax Seminars)
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VIDEO: Writing Articles
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Write Articles
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Have a Website
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FREE Website for 6 Months
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Create a Blog
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Online Classifieds
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Sample Marketing Materials
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VIDEO: Review
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Session 2: Review Questions
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4
Session 3: Comfortable Interviewing Techniques
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VIDEO: Introduction
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VIDEO: Be Prepared
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Comfortable Interviewing Techniques
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VIDEO: Be Courteous
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Be Courteous
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VIDEO: Be Professional
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Be Professional
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VIDEO: Be Patient
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Be Patient
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VIDEO: Be Genuiny Interested in Your Client
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Be Genuinely Interested in Your Client
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VIDEO: Vignette 1 Interviewing a Typical Client
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VIDEO: Vignette 2 Interviewing an Unprepared Client
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VIDEO: Vignette 3 Interviewing an EIC Client
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Pre-scheduling Appointments
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Role Playing
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Letter of Engagement
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Client Organizer
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M4 Ch3 Client Update Survey (not in book)
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VIDEO: Review
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Session 3: Review Questions
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5
Session 4: Profitable Fee Calculations
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VIDEO: Introduction
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Profitable Fee Calculations
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VIDEO: Consultant Charges - Hourly
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Consultant Charges - Hourly
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VIDEO: Tax Preparation Charges - Per Form
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Tax Preparation Charge - Per Form
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Tax Preparation Charge - Time Based
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Contingent Fees
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Billing Your Clients
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VIDEO: Accepting Credit Card for Payment
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Accepting Credit Cards for Payment
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VIDEO: Increasing Your Fees
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Increasing Your Fees
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Managing Cash Flow
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VIDEO: Guarantee
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Guarantee and Form Billing Fees
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VIDEO: Review
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Session 4: Review Questions
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6
Session 5: Always the Expert Tax Preparer
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VIDEO: Introduction
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Always The Expert Tax Preparer
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VIDEO: Tax Preparer Classification
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The Professional Professional Tax Preparer
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VIDEO: The Ethical Professional Tax Preparer
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The Ethical Professional Tax Preparer
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Tax Preparer Classification
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VIDEO: Continuing Education
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Continuing Education
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VIDEO: Processing Tax Retrns
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Processing Tax Returns
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VIDEO: Tax Return Retention Policy
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Tax Return Retention Policy
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VIDEO: Client Retention
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Client Retention
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VIDEO: Client Retention Strategy
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VIDEO: Nine Success Principles
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Nine Success Principles
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VIDEO: Review
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Session 5: Review Questions
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7
Session 6: Enrolled, AFSP Participants & Un-Enrolled Tax Preparers
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Enrolled, AFSP Participants, and Unenrolled Tax Preparers
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Unenrolled Preparers
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Becoming an Enrolled Agent
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Circular 230 Requirements
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Representation Before the IRS
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IRS Publications and Documents
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Session 6: Review Questions
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M4 INDEX - last pages of book
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8
Adam's
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Adam's Setting Up Your Business Checklist - Start Today
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9
Professional Tax Preparer Module 4 Exam
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Building Your Successful Tax Practice Exam
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