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Free cpe webinars
Five Steps to Streamline Your Schedule E Clients

FIVE STEPS TO STREAMLINE YOUR SCHEDULE E CLIENTS

Cost Free
Presentation Length 1.0 hour

Recorded DateOctober 27, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Now is the time to get your Schedule E clients organized. This webinar provides five actionable steps to share with your rental property clients to streamline their rental property bookkeeping. Come tax time you have everything you need to easily and efficiently complete the Schedule E of their tax return. In addition, you will learn about new tools that will help your clients better manage their rental properties throughout the year. You’ll save valuable time during tax season and your clients will love you for streamlining the management of their rental properties.

Includes a demo of Landlord Studio.

Learning Objectives:


  • Identify opportunities to improve efficiency and profitability of your Sch. E clients at tax time

  • Determine how to add value to clients through technology recommendations

  • Recognize why Excel and QuickBooks are not the right tools for your rental property clients

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Landlordstudio

Logan Ransley is the Head of Accountant Partnerships and Co-Founder of Landlord Studio. He is also an official member of the Forbes Real Estate Council. Landlord Studio provides rental accounting and property management software to over 4000+ self-managing landlords (managing 38,000+ properties) to help them stay organized and prepared for the tax season. Landlord Studio is dedicated to helping CPA firms deliver exceptional value to their Schedule E clients through educational resources and software tools.

About Our Presenter

Landlordstudio
For landlords who are self-managing their rental properties, our platform offers a purpose-built method of tracking income and expenses, harnessing automation including open banking to streamline payment tracking and management. Landlord Studio also assists with property management by automating workflow and centralizing information. Track Income, Deposits, and Expenses Online Rent Collection Upload Receipts and Documents Personal and Tenant Reminders SmartMove Tenant Screening.