Planning Your Firm's FinCEN Filing Strategy
Overview
An educational course presented by FincenFetch on the Corporate Transparency Act, reporting guidelines set forth by FinCEN and how CPAs can successfully incorporate BOI report filing into their service portfolio. The course outlines the complexities of direct file to FinCEN and what CPAs and accountants can expect from their clients. The course also addresses how automating the filing process can generate revenue while keeping their clients compliant.
This free webinar is being brought to you by our partner, FincenFetch. Go here for more resources and a 20% discount: www.fincenfetch.com/partners/montanacpa/
Highlights
*Defining BOI Reports
*Market size and report pricing
*Client expectations of CPAs and firms
*Impact of offering reporting services
Designed For
CPAs advising clients on BOI reporting
Objectives
Gain the information and insight necessary to strategically implement FinCEN filing at their firm without additional staff.
Sponsor
Leader(s):
Leader Bios
Charles Wismer, CEO, FincenFetch
Charles Wismer is the CEO and one of the creators of FincenFetch, a leading BOI filing solution trusted by hundreds of firms nationwide, including many of the top 100 organizations. FincenFetch began developing CTA filing solutions two years before the Corporate Transparency Act was enacted, gaining insights from extensive discussions with accounting and law firms.
Through his work at FincenFetch, Charles has played a key role in shaping industry standards and best practices. FincenFetch focuses on a personalized approach, tailoring solutions to meet each firm’s unique needs. “Our cutting-edge technology streamlines compliance, allowing even junior staff to handle numerous reports efficiently and securely—often in just minutes per report,” says Charles.
Non-Member Price $0.00
Member Price $0.00