Quick reminder again (because last year people said they didn’t know until months later): the new tax year 2023 update & refresher courses are ready!
- If you’re an existing Pronto Member, find the new courses already here in your account.
- Not Yet Members, it’s easy and affordable to join now for immediate new course access.
What are you doing for an office space these days?
- Do you work at home and only meet with clients by phone or Zoom?
- Do you use a “virtual office” / “executive suite” type of office space where you can still meet with clients in-person when needed, but it’s less expensive than a full-blown office space and you also get some “amenities” included?
- Is it still worth it to pay for office space? Do clients even care? If you already have an office, is it time to think about getting rid of it?
We’re going to be discussing tax office space considerations in depth at the upcoming Knowledge Share Extravaganza live conference on July 25 & 26, thanks to tax business owner Channika Daniels sharing her story of starting up a “retail” tax office during The Pandemic (yes, she’s a brave lady).
“Retail” meaning an open to the public type of tax office, such as you’d find in a strip mall plaza, with a sign out front–you know what I’m talking about! 🙂
While many tax pros claim the retail tax office has gone the way of the dodo bird (that is, it’s extinct), Channika disagrees and has bet big on her new office.
Channika will share with us at the upcoming event such things as:
- Why she decided to “take the leap” and open a retail office (she was already doing quite well out of her other “executive suite” / virtual office).
- How much it cost her to start a retail tax office location.
- Tips for negotiating a commercial lease for a tax office (important!)
- How to “split your time” if you have multiple offices, as Channika does.
- How many clients to expect for your first tax season in a new office.
I’m likely biased towards the viability of the retail tax office since that’s where I learned to serve tax clients, however I do believe that if you want to grow a bigger tax business, having a “more traditional” office can be a big piece of that puzzle.
BUT renting retail space can also help you lose a lot of money, so it’s a double-edged sword, for sure!
Please expect an interactive discussion where you will hear from a wide variety of tax pros utilizing a wide variety of tax office space options.
It’s not too late to grab your ticket to the Knowledge Share Extravaganza Live Conference in San Diego on July 25 & 26, but it will be too late soon.
Details and get tickets here.
