How to Manage Your Tax Resolution Client Files

April 21, 2015

|In Marketing Strategies, Practice Management, Tax Resolution

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

Roz Strategies

We help CPAs, Attorneys and Enrolled Agents build highly profitable practices through PROVEN marketing systems and strategies. Services include Marketing and Sales Mastery, Client and Practice Management as well as Case Resolution. The academy is an "A to Z" solution for those who want to expand what they are already doing, want to add a lucrative revenue stream to an existing practice or want to start an IRS Problem Client niche practice from scratch.

Michael Rozbruch is a nationally recognized entrepreneur and is the founder of Michael Rozbruch's Tax and Business Solutions Academy™, a training and consulting services company that trains and helps other CPAs, Attorneys and Enrolled Agents (as well as other professionals) to build highly profitable practices through proven marketing systems and strategies. But he doesn't stop there. He also trains on how to "close" the sale, manage the client relationship and knows firsthand how a best practice IRS Problem client niche practice should be run and operated. Subscribe to get my updates.

How to Manage Your Tax Resolution Client Files

Roz Strategies

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