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Free cpe webinars
Adding Value to Your E-Commerce Clients’ Year-end Results

ADDING VALUE TO YOUR E-COMMERCE CLIENTS' YEAR-END RESULTS

Cost Free
Presentation Length 1.0 hour

Recorded DateMarch 13, 2023
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Yes, it’s tax season, and you are busy taking that general ledger and getting it into a tax return. But what better time to help your e-commerce clients find new ways to look at their results? Don’t miss an opportunity to help them gain new insights, alleviate the transactional nightmare of matching cash to sales, and understand their product mix. In this webinar, you’ll learn how to apply new tools and better questions that will open the door to yearlong service opportunities.

Learning Objectives: 


  • Recognize the operational complexities behind your client’s e-commerce business

  • Identify opportunities for new services—after tax season

  • Determine how to leverage this season of client interaction to benefit both your client and your practice

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Geni Whitehouse, CPA.CITP divides her time between working as a winery consultant at Brotemarkle, Davis & Co in the Napa Valley, working with MentorPlus.com to move the profession forward, writing, speaking, and tweeting at EvenANerd.com. Her mission in life is to make boring subjects enjoyable, and she is seldom at a loss for topics.


She is a regular keynote presenter at CPA and Technology conferences around the country. She has been named a Top 100 Influencer by Accounting Today, one of 25 Thought Leaders in Accounting, and one of the 25 Most Powerful Women in Accounting by CPA Practice Advisor. In addition, she was a member of the TEDxNapaValley organizing committee and was the first speaker at their inaugural event.


She is a co-founder of Solve Services, a remote bookkeeping business for the wine industry. She is the author of How to Make a Boring Subject Interesting: 52 Ways Even a Nerd can be Heard, available on Amazon.com.


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About Our Sponsor

Synderlogo
Synder believes that technology can help businesses manage their finances better, smarter, and faster than ever before. Synder also believes that we can help you shine by giving you the tools needed to help you and your clients avoid spending precious time on manual tasks, reconciliation and inventory management challenges, freeing up time that could be better invested in growing relationships with clients. So many small business owners don’t have a good understanding of their numbers. Synder helps you know the numbers that tell the story of their businesses. Whether that business is e-commerce, retail or SaaS. Knowing this story will allow you to advise your clients more efficiently, which means they can make more money and save time.