“I attended the Tax Practice Management Workshop my first year in business after taking over someone else’s tax practice and I am still benefiting from the knowledge shared in the course by both the instructors and participants. I left the course with a firm vision plan and a mission statement that I continue to use and update. From employment laws to negotiating there is no way would I have had the insight this course provided if I had just done reading and learning the processes on my own.”  - Kim Kastl, EA

CSEA recently presented a Tax Practice Management Workshop (TPMW) at the Bay Tax Service Office in Del Rey Oaks, California (near the Monterey Airport).

Day 1 covered (a) Writing a Business Plan and (b) Hiring & Training Employees.

Day 2 and Day 3 covered (a) Office Procedures, (b) Time Management, (c) Technology,  and (d) Practice Critique.

Speakers: Penny van der Meer, EA and Barbara Willingham, EA

2009 Attendee Quotes:

• “Highly recommended for new business owners.”

• “Very good use of the two days I participated.”

• “I am amazed at how much I learned over the three days. I have had a successful practice for many years, but this workshop has helped identify things I can and should change for continued success.”

• “Everyone - from the newest to the most savvy -- will gain knowledge and "best practices" that they can use in their practice.”

Scholarships are available for this program; visit the CSEA Education Foundation website for more information or a scholarship application: www.cseaeducationfoundation.org.