Event Description

Busy season seems to keep getting busier. Last-minute changes to the tax code, delayed tax software updates, workload compression, and a shortage of experienced accounting professionals continue to exacerbate what is already a grueling season for many accounting firms. Client fee pressures force firms to figure out how to get more productivity out of their existing staff while not burning staff out and maintaining a high staff engagement level.Yet, some tax and bookkeeping firms have been showing strong growth and even increased work-life balance. We interviewed a variety of these firms to see if we could identify the secret to their success. Attend this session to learn how these firms are bucking the general trends and achieving growth and increased profitability.   

Designed For

Tax Practitioners

Objectives

Identify automation technologies that help tax & bookkeeping firms increase their efficiencyIdentify what can (and also what shouldn’t) be outsourcedDetermine how to achieve growth (or work-life balance) while still increasing profitability

Major Subjects

Tips and practices to increase profitability, improve work/life balance all while addressing the usual tax season stressors.

Prerequisites

None

Instructions

None