Proven Strategies to Leverage Automation & Outsourcing to Reduce Your Accounting/Tax Workload

Course Details

Date

Monday, October 30, 2023

8:30am – 9:30am

Field of Study

Taxation

Course Number

C4AT0021

CPE Credit

1 hour CPE credit

Level of Knowledge

Basic

Vendor

IntrapriseTechKnowlogies LLC

Prerequisites

None.

Description

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.

Highlights

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.

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

Designed For

Tax Practitioners

Registration for this course has passed.

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

$50.00
Non-Member Fee

Applicable if you are not a HSCPA member.

$75.00
Your Price $75.00

CPE Choice

Learn more about CPE Choice.
This course does not qualify for CPE Choice.

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