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with Amy Wall

Micro-Business Taxation & Consulting - Part 3

Learning Objectives:

  • Examine what services can be offered to micro-business and small business clients
  • Learn the different stages of the business lifecycle, and how to help each stage
  • Learn best practices in how to advise small businesses as they grow


Course Overview

Course Details
  • Level: Beginner
  • Cost: Free
  • Field of Study: Taxes
  • Advanced Prep: None
  • Credit Type: CE & CPE
  • Credit Hours: 1
Course Description

Do you know how to consult for micro-businesses? Would your practice benefit from earning additional fees? Would it be satisfying work to give quality advice? 

If you want to be an advisor in addition to being a tax preparer, you should take this course, which is a tax guide for small business consulting.  Micro-businesses account for more than 90% of businesses in the United States and employ tens of millions. A micro-business is called a micro-business when they have one owner, less than 250K in annual revenue, and employ less than five people. 

This small business tax course will address the taxation of those businesses, special situations that they have, and how to grow your business by doing consulting work for them. This is part of our series of tax courses for advising small business owners. Part three of this course explores the lifecycle of businesses and how tax professionals can move into the consulting space for those businesses with which they have already built a trusted relationship.

How do you give great advice and distinguish yourself above your competitors? Using our small business online tax course will help you understand the phases your clients go through, including: 

  • Phase 1—The Idea: Ask probing questions to help your client understand and clarify their business concept.
  • Phase 2—Startup: Help them build a financial foundation for their business with great tax planning, the right types of tax returns, quality record keeping, and more.
  • Phase 3—Growth and Establishment: Guide them through increasing cash flow, sources of income, unusual expenses, health insurance, retirement plan, and more.
  • Phase 4—Expansion: Help them think about innovation, moving into new lines of business, and mitigating risk.
  • Phase 5—Exit: Help them make long-term business plans.

If you’re excited about being a great business coach, earning additional fees, and building amazing client loyalty, you need our small business tax education program. 

Enroll now in our Micro-Business Taxation & Consulting Course!


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    Course Details