Team structure is key to scaling a firm. Clear roles and smart delegation free team members for high-value work. This session explores how a CSM Assistant can boost efficiency, improve client experience, and strengthen pod design to support firm growth and culture.

Learning Objectives:

• Explain how a CSM Assistant strengthens pod-based team structures by enabling delegation and role clarity.
• List the operational, cultural, and client service benefits of integrating a CSM Assistant into their firm’s structure.

Intended Audience: This session is for firm owners and leaders who may be responsible for staff development or firm hiring.

CPE available: 1 credit

The year-end 1099 process is often time-consuming and error-prone, leading to stress, penalties, and rework. This webinar will show practical ways to make the process more efficient and accurate by streamlining information gathering, avoiding common pitfalls, and using workflows and technology to reduce errors and save time.

During the session, we'll discuss the following software applications used as part of the 1099 preparation process:

• QBO
• Keeper
• Tax1099
• ADP

Learning objective:

• Identify strategies to streamline the 1099 preparation process, reduce errors, and save time through improved workflows and use of technology.

Intended Audience: This session is for all firm team members especially those involved in tax preparation.

CPE available: 1 credit