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PLEASE ASK YOURSELF THE FOLLOWING QUESTIONS:
- DO YOU SPEND TOO MUCH OF YOUR DAY PUTTING OUT FIRES?
- DO YOU FEEL LIKE YOU'RE ALWAYS TRYING TO CATCH UP?
- ARE YOU BEHIND ON COLLECTIONS BECAUSE YOU ARE TOO BUSY TO
FOLLOW-UP THE WAY YOU KNOW YOU SHOULD?
If you answered "YES" to any of those questions it might just be your own fault. So many practitioners make the ongoing investment in staff wages hoping to dig themselves out of their hole. Next thing you see is they are busier than ever doing all they did before and trying to find work to "keep the staff busy" too.
Here is the "Perfect" solution to your dilemma:
Send your staff to the PAA and PTT programs! Imagine the following scenario after your staff attends either or both programs...
You wake up and get up when you're ready, go for your morning coffee, and arrive at the office feeling fresh and relaxed. Next, you spend a few minutes reviewing well-organized files prepared by your Administrative Assistant, with your Tax Technician, answering the Tech's questions and giving direction.
After your meeting with your Tax Technician, you proceed to the files for today's appointments. As usual, some appointments are for in-process cases and some are for new prospective clients. Because the files are orderly and the status of each case is clearly noted by your Tax Technician; your review time is minimal. Needed information is listed along with the Tech's observations. Additionally, your Administrative Assistant has updated and noted the fee status; so you know who to ask for a payment during your meeting. Further; for the prospective clients, the Administrative Assistant has entered the pre-interview notes in the file and created the Tax Tools file.
Sounds like heaven doesn't it? You're not scrambling around trying to remember where you are on each job, you can have a productive client meeting with just a brief review of the file your Tech has kept up to date and organized. The client is impressed with your efficiency and makes a mental note to refer you to his friend who also has a tax problem.
See Pricing and Locations Below
Click HERE To Register
After Attending The PAA Program, Your “Perfect” Admin. Assistant Will:
• Stay on top of the collections,
• Assure fees are collected before work is performed,
• Conduct pre-appointment screening,
• Gather needed data from clients,
• Organize tax problem resolution files in a consistent format,
• Monitor dates or milestones you set up initially, and
• Much more…
After Attending The PTT Program, Your “Perfect” Tax Technician Will:
• Keep your cases moving forward,
• Keep up on client contact,
• Assure that you do not miss critical dates,
• Monitor IRS contacts,
• Free your time for personal activities,
• Avoid malpractice by tracking deadlines,
• Write crystal clear notes to the file detailing progress, and
• Much more…
Click HERE For Manual Table Of Contents For Both Programs
Click HERE to find out what past attendees
had to say about this program!
DATES AND LOCATIONS:
April 20-21 - Dallas, TX
April 27-28 - Columbus, OH
May 7 - 8 - Baltimore, MD
June 4 - 5 - Phoenix, AZ
June 11-12 - Nashville, TN
September 14-15 - Miami/Ft. Lauderdale, FL
September 17-18 - Seattle, WA
October 15 - 16 - Las Vegas, NV
November 9-10 - Baltimore, MD
November 16-17 - Los Angeles, CA
DURATION: Both Programs: 8:00am - 5:00pm
COST:
1 Day: $347
2 Days: $597
Take $50 OFF If...
You Are An Additional Attendee Or Someone Is Attending A Boot Camp Or Advanced Seminar
ONLY A $100 MINIMUM DEPOSIT IS REQUIRED
CUSTOM CONSULTING:
If you have an extensive amount of staff members you want to send to this program which may be too costly, or the dates and location of this program do not suit you, click HERE to find out how we can bring the "Perfect Administrative Assistant" Training Program to your office!
INSTRUCTOR:
NORMA PADILLA, LEGAL ASSISTANT,
MANAGER OF TAX PROBLEM RESOLUTION DIVISION, began her career in management, organization and personnel training. She has built on these skills throughout her 20-year career. She entered the legal profession in 1995 as an Office Manager and Legal Assistant to John F. Tolson, Jr., Attorney at Law in Orange Park, Florida.
In 2002 Norma was invited by Attorney Tolson to organize and develop a Tax Problem Resolution Division for his Law Firm. She has been managing the day-to-day Tax Problem Resolution Case Law as well as developing and promoting long-term growth for his Tax Law Division. To begin the task of establishing and managing this division, Norma attended numerous training seminars for Tax Problem Resolution and continues to build her knowledge in the area of Tax Problem Resolution through additional ongoing continuing education on a regular basis.
Norma's specialty has become identifying the goal and organizing and motivating individuals to best accomplish the identified goal. She has used this ability to organize groups from 2-100 to see and be motivated to accomplish large projects. Her innate organizational skills, people skills, public relations, motivation of others, public speaking and precise communication skills make her a positive asset to whatever project she undertakes.
Click HERE For Our Refund Policy
The American Society of Tax Problem Solvers reserves the right without prejudice or liability, to postpone, re-schedule, re-locate or cancel any seminar that fails to reach minimum registration levels determined by the directors of ASTPS.
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