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How to Have an Amazing Tax Season: Breaking the Cycle
Business Management and Organization

HOW TO HAVE AN AMAZING TAX SEASON: BREAKING THE CYCLE

Cost Free
Presentation Length 1.0 hour

Recorded DateFebruary 7, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaBusiness Management and Organization
Course LevelBasic
Who Should AttendCPA - small firm
CPA - medium firm
Other
Series: Women in Accounting
Course Description

In this course, we will be discussing the biggest headaches for CPA's during tax time, and how some of the most successful accounting professionals in the space are overcoming them.

Learning Objectives:
From this presentation, you will learn:


  • How industry leaders are implementing new tactics to break the cycle of tax season headaches

  • How to go from managing 2-5 new clients per month to between 40 and 60- during tax time.

  • How this CPA was able to do both WHILE reducing labor costs by around 40%

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Jody Padar

The Radical CPA
Founder and Author
[email protected]
(847) 463-1967

Radical cpa

Jody Padar, CPA, is a leading voice of transformation in the accounting profession. Known as The Radical CPA, she pioneered the cloud firm model and has been recognized on Accounting Today’s Top 100 Most Influential People list for over a decade. A three-time author and sought-after advisor, Jody has helped firms modernize through digital transformation, with leadership roles spanning traditional firms, cloud-based practices, and high-growth startups including Botkeeper and April.

Today, Jody is driving the next evolution of the profession through AI-X—an AI-powered firm model that integrates real-time leadership coaching, advisory innovation, and scalable growth strategies. Through AI-X, she is equipping CPA firms to lead confidently in the age of artificial intelligence, transforming how they operate, deliver value, and evolve.

To connect with Jody and explore the future of accounting, follow her on Linkedin, X, Instagram, and Facebook—or visit www.Radical.CPA.

About Our Sponsor

Botkeeperlogo
Botkeeper is a leading automated bookkeeping solution, providing accounting firms and their clients a powerful combination of skilled accountants, machine learning, and artificial intelligence. The Botkeeper Operating System (BOS) gives your CAS or bookkeeping practice an unparalleled workflow management system that uses best practices we've refined over several years. Accounting firms can grow their book of business, diversify their service offering, increase capacity, and improve overhead costs using the BOS full-suite bookkeeping & pre-accounting solution. With BOS you have the ultimate tool to efficiently manage your bookkeeping client base.