Today’s accounting leaders are caught in a multi-directional squeeze—balancing the need for executive control, team demands for automation and flexibility, and a client base split between digital natives and relationship-driven traditionalists. This structural tension is the root cause of post-tax season burnout and stalled firm growth. Whether you are a sole proprietor wearing every hat or leading a multi-person team, the post-busy season window is the most critical time to conduct a structural post-mortem and bridge the gap between your high-level strategy and daily operational reality.
In this candid, practitioner-led session, CPA firm owner Karen Collom shares how modernizing her workflow with a connected, cloud-based platform relieved this pressure. Discover how optimizing with Intuit ProConnect Tax aligned her team, improved client retention across the entire technology spectrum, and transformed her practice into a high-value asset.
Join us to explore the operational decisions that separate firms that thrive from those that grind, and learn how to build a practice that works for everyone.
Learning Objectives:
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Identify the structural workflow gaps that contribute to post-tax season burnout and staff turnover in modern accounting firms.
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Evaluate how a cloud-based tax workflow supports both tech-savvy and relationship-driven client segments without disrupting the existing client experience.
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Apply a phased approach to technology modernization that minimizes disruption while improving team efficiency and alleviating review bottlenecks.
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Recognize the operational characteristics that increase firm valuation and attractiveness to buyers, successors, and strategic partners.
Who Should Attend:
Tax & accounting firm owners, sole proprietors, managing partners, and practice leaders who are evaluating their current workflow, technology stack, or long-term firm strategy—including those considering a transition from desktop to cloud-based tax software.
Prerequisites: None
Course Level: Basic
Course Length: 60 Minutes
Delivery Method: Group – Live Internet
Field of Study: Business Management & Organization – Non-technical
CPE Credit: 1
CE Credit: 0
