Practice Management (Online)

When:  Nov 30, 2023 from 12:30 PM to 04:00 PM (PT)

Program Overview

November 30, 2023 | 12:30 pm - 4:00 pm| Webinar

Hosted by Sacramento Valley

Speakers    David McKay, EA; Nichole Ralls, EA; Fred Stein, CPA, EA; Mary Philippsen, EA


Explore the operations of different size tax practices, from scheduling clients to getting the returns out the door. We’ve brought together three principals, representing a Large Practice, a Medium Practice and a Remote Practice in order give ideas for operation functions that you can apply to your own practice throughout the year.  

  Learning Objectives

1) Learn better preparation techniques for you next filing season such as:
Scheduling Appointments
Preparation Processes
E-file Processes
Assembly Processes
Payment and Delivery Processes
and more.

Learning Level   Intermediate,

Prerequisites & Advance Preparation

Continuing Education



Member: $100 | Non-Member: $150

Webinar Details

After registering, everything you need for attending this webinar will be found in Your Learning Center.

Cancellation/Refund Policies

Written requests for refund or credit forward of chapter meeting fees will be accepted if received within three (3) business days prior to the education event.  Requests should be emailed to  Refund or credit forward is not available for “no-show” registrants.