How to Manage Your Tax Resolution Client Files

My Insider’s Group Members will be joining me tomorrow, Wednesday, April 22nd 12pm PST for a How to Set Up Your Client Files Webinar to learn how to best manage their tax resolution client files to maximize their practices!

Ever struggle to find that one piece of correspondence but can’t because you don’t have a system for organizing your physical files?  Are your tax resolution client files one big mess? Does it take forever to locate items you know are in there?  Did you know that your case notes form the basis of the legal record if you ever had to litigate a malpractice claim?

If any of these sound familiar, it’s time to learn how to get your systems straight! This is a “live” 90-minute training workshop webinar on Wednesday April 22, 2015 at 12:00pm PST available only to members of my exclusive Insider’s Circle Group. Join today and kick off your membership with this webinar!

In this How to Set Up Your Client Files Webinar you will learn:

* What correspondence and documentation is required and should be included in your files;
* How to organize the different sections of your files;
* Why it’s important to organize them this way;
* How to save precious time and be as profitable as possible
*And more

To learn more about INSIDER’S CIRCLE GROUP COACHING MEMBERSHIP, visit my website www.rozstrategies.com.

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Michael Rozbruch
(888) 670-0303
Info@rozstrategies.com

www.rozstrategies.com