How to be the hero to your clients by helping them find money with the Employee Retention Credit
WEBINAR ENDED
Shannon is truly an accountant’s accountant - there’s nothing she loves more than digging in and solving a puzzle that no one else can figure out.

While accounting and bookkeeping principles haven’t changed through the years, the rules and tools are constantly in flux. Shannon keeps up to date with the many ways to tell if your clients are eligible for the Employee Retention Tax Credit (ERTC/ERC), there’s lots of information to uncover about how it works, and how you can file a retroactive claim. And if you’ve filed PPP, there are ways to ensure you maximize your ERTC.

Even if you’re not sure if you or your clients are eligible for the Employee Retention Tax Credit (ERTC), there’s lots of information to uncover about how it works, and how you can file a retroactive claim. And if you’ve filed PPP, there are ways to ensure you maximize your ERTC.

Let’s not leave any money on the table - claim your maximum credit possible!

If you:
• Were affected by a government shutdown
• Lost revenue
• Started your business on or after Feb 15, 2020
• Haven’t yet applied for ERTC but wonder if you might be eligible
• Received PPP loans or applied for forgiveness

Then this webinar is a must-see!

We’ll cover:
• What ERTC is and how it’s changed since its introduction
• How to know if your company qualifies
• Some examples to help you see how the IRS looks at ERTC [submissions]
• How PPP loans impact your ERTC

The strategies for how to use both PPP and ERTC is different for each business, and it’s critical that you hire an ERTC specialist (like us) to maximize the dollars you can receive so that accounting professionals can focus on doing what they do best for their clients.

  • What ERTC is and how it’s changed since it was first introduced
  • How to know if your company qualifies
  • How PPP loans impact your ERTC
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    Shannon Ballman Theis
    Payroll Queen
    I’m truly an accountant’s accountant - there’s nothing I love more than digging in and solving a puzzle that no one else can figure out.

    While accounting and bookkeeping principles haven’t changed through the years, the tools that we use have. I’ve become certified in different accounting software systems so I can be as flexible as possible as I work for different businesses.

    Plus, I’m a bit of a nerd, and learning about a new way of looking at my job is always fascinating to me!

    That nerdiness is part of why I’m so good at fixing broken payroll. It’s a giant puzzle that I can’t wait to delve into, and I won’t stop until I’ve solved it. For you, that means the confidence that your client’s payroll problems will be fixed.