Practice Management is more than just an idea, it is the heart of your business.  Good practice management will define your success and often be the difference between a small, limited business or a growing and thriving firm.


This module starts to take you inside what it is like to be a fly on the wall at my firm.  We cover workflows, staffing, communications and much more.  This is the module where you will organize your day-to-day work and start thinking about how to grow into the new staff you will by hiring.

We also begin introducing quizzes in this module which you must have a passing score of 70% or higher to receive credit for the module towards your certification with Halon, so make sure you watch every video start to finish, and pass the quiz because if not, you will have to go back and finish.  

I think you are going to really like this one, lets jump in and get started...

About the instructor

Founder, Halon Tax

Christopher Ragain, CPA

Christopher Ragain, CPA will guide you through several aspects of running your business utilizing Halon Tax.  Christopher develops several accounting applications and is the founder of Ragain Financial Inc.  A full-service CPA firm with over 400 small business clients.  The modules in the Small Business University are developed from years of learning what works and what does not in running small accounting practices.

Course Curriculum

  • 1

    Introduction To Practice Management

    • Practice Management Intro
  • 2

    Practice Management: Inbound Contact

    • Inbound Prospect Contact Lesson

    • Inbound Contact Quiz

    • Call Scripts

    • Email Sales Template
  • 3

    Practice Management: Contracts & Agreements

    • Contracts & Agreements Lesson

    • Contracts & Agreements Quiz

    • Service Agreement Download

    • Back Work Worksheet Downloads

    • Credit Card Auth Download

    • Evergreen LOE Downloads
  • 4

    Practice Management: Staffing

    • Staffing Lesson Video

    • Career Plan Download
  • 5

    Practice Management: Onboarding

    • Onboarding Lesson Video

    • Onboarding Quiz

    • Onboard Task Manager Spreadsheet

    • Client Onboarding Handout

    • Welcome Email

    • Kickoff Meeting Slides

    • Onboard Emails

    • Accountable Plan Email and Tax Deduction White Paper
  • 6

    Practice Management: Client Calendar

    • Client Calendar Lesson
  • 7

    Practice Management: Communications

    • Communications Lesson

    • Communications Quiz

    • Financial Review Board Checklist
  • 8

    Practice Management: Workflow

    • Workflow Lesson

    • Workflow Quiz

    • 4 Week Project Summary Spreadsheet
  • 9

    Practice Management: Financial Management

    • Financial Management Lesson

    • Financial Management Summary