Learning

Proven Strategies to Leverage Automation & Outsourcing to Reduce Your Accounting/Tax Workload (On Demand)

Transformation Area

On Demand

Tax Transformation

Offered By:

Inspiration Operative:
Donny Shimamoto , CPA, CITP, CGMA

Transformation Area:

Field of Study:

CPE Credits

1 Hours

Prerequisite(s)

None

Content Type

Video

Level

Beginner

Assessment

No

Course Overview

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.

Learning Objectives

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

Intended Audience

Firm leaders, owners, managing partners

Advanced Preparation

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