Spend a full day with a hand-selected group of pro tax thought leaders and influencers to learn all about the latest trends, tech, and developments in pro tax software.
You’ll hear from working tax pros about best practices to help streamline your workflow from books to tax to advisory, and learn how to leverage the power of the Intuit EcoSystem to elevate your business.
Join us Friday, September 22, 2023.
Regular price $199
Agenda
New York City • Westin NYC Times Square
September 22, 2023
All times are Eastern Standard Time (EST)
Registration, Broadway Ballroom Foyer (3rd Floor)
Welcome Remarks with Duke Alexander Moore
Tax Transformation: Turning Hype into Success (CPE = 1.5)
There’s all this talk about digital transformation and business transformation—is it all hype? And how does it apply to tax practitioners? Attend this session to learn how to apply business transformation to improve the success of your tax practice. We’ll touch on technology and automation, process improvement, and business practice changes that you need to think about to be more innovative, optimize work-life integration, and be better able to recruit and retain staff.
LEARNING OBJECTIVES:
By completing this session, you will be able to:
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Define major business transformation trends
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Identify strategies for tax practice innovation
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Identify ways to address the staffing crisis
Break
Setting Your Firm Up for Ultimate Success (CPE = 1)
Hiring, training, and retaining staff is one of the greatest challenges of our profession. Join this session and learn how to use cloud automation to create capacity in your firm. We’ll discuss how various Intuit workflow solutions can be used, billing model best practices, scalable advisory services, practical insights, and tips for utilizing them with your professional tax software.
Intuit’s full platform of online solutions, developed by and for tax and accounting professionals, form a foundation that enables you to deliver a premium client experience. By taking advantage of Intuit's technology to automate time-consuming tasks, your team can give your clients more attention and deliver higher-quality services.
LEARNING OBJECTIVES:
By completing this session, you will be able to:
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Identify how to grow and develop a team with meaningful work
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Grow with scalable, standardized processes and technology
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Understand how cloud technology can help firms automate more, help create capacity and serve clients better
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Automate the discovery of tax advisory opportunities
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Implement value pricing for advisory services
Connection Lunch
Expert Panel: Leading with Tax Advisory Services (CPE = 1.5)
Come learn from our panel of expert tax advisors on how to lead with tax advisory services or expand your current tax advisory services. Our panelists will share personal experiences about how they launched, learned, and refined their tax advisory services. You'll learn how to leverage an integrated cloud workflow to collaborate with clients, automate compliance activities, like books and tax preparation, and create capacity to deliver tax advisory services.
Learn the benefits of starting with planning and advisory services to simplify client workflows, eliminate surprises, create more client value and develop scalable workflows for staff to confidently deliver tax advisory services. Don't miss this opportunity to learn from industry experts sharing best practices to lead with tax advisory services.
LEARNING OBJECTIVES:
By completing this session, you will be able to:
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Benchmark your firm’s technology stack
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Benchmark your firm’s tax advisory services
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Optimize your tax advisory workflows and scale services
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Identify the benefits of using Intuit Tax Advisor to support your tax advisory services
Break
Positioning and Pricing Tax Advisory Services (CPE = 1)
Most CPAs in the U.S. are overworked, working far too many hours, and for far too little reward. This needs to change. The single biggest reason that tax professionals work too many hours for too little reward is that they're using the wrong pricing model. With the right pricing model, tax advisory professionals can better scale their expertise, manage engagement scope, increase profits, and help clients reach their financial goals.
Join this session and learn how you can best package and price your tax advisory services. You’ll also learn how to communicate your value as you deliver these services, and gain key strategies for building a profitable tax advisory business.
This session will focus on helping you start offering tax advisory services to your clients with confidence, and teach you how restructuring the relationships with your clients transparently will allow you to focus on better services that create higher value for your clients.
LEARNING OBJECTIVES:
By completing this session, you will be able to:
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Get started with offering tax advisory services confidently
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Identify tax advisory clients from your existing client base
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Segment higher value advisory from compliance services
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Transition to a subscription-based pricing model and communicate your value
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Cross-sell and scale tax advisory services to your existing clients
Closing remarks
Happy Hour Celebration
Event venue
The Westin Times Square Hotel
270 W 43rd Street, New York, NY 10036
Directions
Closest transit:
Subway station: 42nd Street Times Square Station
Train station: Grand Central Station
Get directions
Parking
The Westin provides Valet Parking for $95 + tax per day, while the over-sized vehicle valet is $105+tax per day. For more information, please contact the Westin at (212) 201-2700.
Parking garage - Check out the app Spot Hero for parking garage options near the Westin New York Times Square.
Other recommended accommodations
There’s no official hotel block for Better Together guests.
However, there are several options within walking distance:
(Please note that due to multiple city-wide events happening at the same time as Better Together, hotel rates in New York City may be higher.)
Speakers
Founder and Managing Director
CPA, MBA, MOM
CEO
CEO & Co-Founder
CEO and Founder
Founder, CEO, CCO, Advisor
Frequently asked questions
A full day symposium with a hand-selected group of professional tax customers like you to take part in conversations about the latest trends, tech, and developments in tax software.
Yes, Better Together is a paid registration event at a cost of $199 plus tax, ($99 for early bird pricing for the first 100 registrants), to attend for a full day of networking, education, and fun.
Guidelines on safety and vaccination requirements for Better Together do not require vaccination proof, but may be subject to change based on local government requirements due to Covid activity levels and medical guidance.
Please contact Brittany_Geary@intuit.com at any time!
Parking is not included in the cost of the event. You can find more Parking information here
Full refunds, minus processing fee of $20, will be available for cancellations before July 30, 2023, 50% refund for cancellations before August 30, 2023, no refunds for cancellations on August 30 and later. The $20 processing fee will be deducted for all refunds to cover credit card transaction fees and resources.
Yes, CPE credits are detailed above on this page.
Please visit Recommended Accommodation to book your hotel room
Better Together will be hosted as an in-person event with no virtual program.
Event registration packages
Regular price - $199
*Early bird discount is available to the first 100 attendees who complete registration and purchase to attend at an event location. Purchase must be made through the “Register” button. Sales tax may be applied. Only one entry per person, email address and event location is permitted. Offer, terms and conditions subject to change without notice.
By Registering for the event, I agree to these Terms and have read and acknowledged the Intuit Global Privacy Statement and Code of Conduct and Ethics.
