Webinar

Preparing for the New Year with a Team of 3

December 10, 2025

"I just want a better tax season for my team and clients!" Reduced hours. Less chaos. And a great client experience. But how? This webinar will equip you with strategies and action items for your firm in order to streamline operations, enhance client satisfaction, and foster a more efficient and productive tax season. Preparation today leads to success tomorrow!  CPE available: 1 credit
 

Who Should Attend:
Accounting firm owners and team members who want to make 2026 the best year yet.

What You’ll Learn:

  1. 1. Identify techniques to streamline workflows and optimize resources to maximize productivity across your team.
  2. List innovative approaches to elevate client service and satisfaction from communication strategies to service delivery improvements.
  3. Identify best practices for delegation and task management to achieve collective goals.

Reserve your spot today and get a jump start on 2026.

This webinar is CPE eligible.