About this webinar
For accounting firm leaders in the US, the last quarter of the year is more than the holiday season. It's the last stretch before the new tax year hits, and the biggest friction often shows up at this point, well before any returns have been touched.
It’s the engagement setup, client intake, and getting the team aligned on how much work they can deliver without sacrificing their personal lives.
In this live workshop, Byron Patrick, CPA.CITP and Rachel Peng from Karbon are joined by Dan Berenholtz from StanfordTax and Brady Suggs from Intuit to discuss how growing firms can approach this tax season differently: less time coordinating and chasing, more time on the actual work, all without increasing headcount.
What you'll gain:
A framework for more capacity with the team you already have. The queuing and standardization principles that let a firm take on more returns without hiring more staff.
A playbook for a no-chase season. How the best firms design client engagement, onboarding, and intake so information actually comes back on the first ask, and why locking in payment terms before work starts changes the whole process of collections later.
A model for a connected tech stack. Why "one tool for everything" usually means no tool does anything particularly well, and what progressive firms are using instead.
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