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Building A Tax Practice

Strategies and Tips on Building a Successful Accounting and Tax Practice

NOTE: This course is included as part of a subscription to the Tax Bytes Practice Mentor monthly newsletter and training here at Canadian Tax Academy. If you subscribe to the newsletter, this course will be included free of charge as part of your subscription.

Are you considering getting into the world of tax preparation and accounting? Maybe you are an accountant working in industry and considering a move into public practice. Or perhaps you just want to make some extra money working on the side helping clients by doing personal and corporate tax work.

If you are, then this course will help you grow your practice and client base. Not only that, it will give you some advice and guidance on the types of clients to pursue … and those to avoid.

Believe me, I wish someone had compiled information like this in a course format and guided me when I first started out. It would have saved me HUNDREDS of hours of time and THOUSANDS of dollars on marketing ideas and concepts that just don’t work in the accounting context.

These are the candid concepts, strategies and ideas they do not teach you anywhere else. I have compiled the tactics and strategies in this course over 20+ years of running and growing an accounting practice.

Here is what you will learn:

- How to build a valuable tax practice rather than an accounting and tax job where you’ll be working for countless hours and reaping little rewards.

- Finding the right type of clients and avoid the problem ones – Should you take on that client with 5 years of personal tax returns? How about 5 years of corporate tax returns? … I’ll give you my input so you can decide and know what you will be getting into if you do.

- How to leverage your time and build a referral marketing machine … and no, it’s not some multi-level marketing scheme or plan. You’ll learn how to build a motivated sales team that won’t cost you a dime in payroll or expensive consulting/commission fees.

- Once those clients start rolling in, you will need to understand how to price your services so that you get compensated appropriately for your expertise. I will provide you with my advice on pricing your personal and corporate tax services. Learn from my mistakes (and the missteps of countless other accountants) by implementing all or a few of these pricing concepts and tactics.

- Hire the right staff by applying a completely “outside-the-box approach” to the hiring process. By far the biggest mistake most new practitioners make is not having staff from the get-go and hiring the wrong people. This unit will help you avoid both mistakes

- Avoid using a boiler-plate web template that clients don’t pay attention to and don’t understand. Put everything in this course together to create an effective web page that will help drive referrals and new clients.

This course is over 6 hours in length and will provide you with lifetime access if you purchase it (or access for as long as you are a subscriber to the monthly Tax Bytes Practice Mentor)


Your Instructor


Ian DiNovo, CPA, CGA
Ian DiNovo, CPA, CGA

Ian DINovo is a professional accountant and Director of the Canadian Tax Academy. He has been practicing accounting and offering independent financial and business advice for over 15 years.

He is the creator of a number of courses dealing with business, tax and investment matters that are designed to make difficult topics easy to understand for everyone.


Course Curriculum



Frequently Asked Questions


When does the course start and finish?
The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish. Once you purchase this course you will have lifetime access to it, including any future updates or additional content at NO extra charge.
How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 10 days and we will give you a full refund.
How long is the course?
This course is approximately 6.5 hours in length.
Is this course eligible for PD credits? Do you issue certificates?
Yes, a certificate of completion can be requested once you complete the course. Once we verify that you have actually watched the tutorial videos in our system, we will issue the certificate via email for your records. This course is considered verifiable for CPA professional development purposes. It is 8 hours in length and a certificate with verifiable PD hours will be issued for this number of hours.
How is the course taught?
The course is presented though a series of bite-sized tutorials. This allows students to do 2 thing. First, they can learn the concepts at their own pace. Second, they can come back and easily find a tutorial when they need a refresher. This also allows the instructor to easily update the course when there are changes.

Get started now!