On-Site & In-Person Training
Our instructors, your office
Sometimes the best training happens in the room. We send an instructor to your office, a conference center, or an off-site — for a half day, a full day, or a multi-day intensive — and build the agenda around exactly what your team needs.
In-person training is ideal for hands-on work: Excel and Power BI labs, software rollouts, and workshops where people build something and leave able to use it. Your staff spends zero time traveling, and the whole team levels up together.
How it works
- Pick the format — a focused half-day workshop, a full firm training day, or a multi-day intensive.
- We build a custom agenda around your tools, industries, and the specific gaps you want closed.
- Our instructor travels to you; we handle materials, hands-on labs, and attendance.
- Everyone earns live CPE credit and gets certificates; you get a completion report.
What's included
- A custom, hands-on agenda for your team
- An instructor on-site with materials and lab files
- Live attendance monitoring and CPE certificates
- A completion report for compliance and HR records
Frequently asked
Where can you deliver on-site?
Anywhere in the US — your office, a hotel or conference center, or an off-site venue. We quote travel as part of the engagement.
How long are on-site sessions?
Anything from a two-hour workshop to a multi-day intensive. Most firm training days run a full day with two or three tracks.
Can you combine on-site with webinars?
Often the best plan: an in-person kickoff day, then follow-up live webinars through the year. Most group clients mix two or three formats.
Other ways firms train with us
🎥 Custom Live Webinars
Any topic your people want — delivered live to just your organization, your questions, your schedule.
Learn more →🎪 Custom Events & Conferences
Custom conferences and special corporate events — like TaxRevolution 2026 — produced from agenda to certificates.
Learn more →🎟️ Bulk Credit Packs
Prepay a block of CPE hours at a discount; your people use them on any live webinar or Live Replay all year.
Learn more →