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CPA - small firm
CPA - medium firm
CPA - large firm
Experience an engaging panel discussion with industry experts Jason Staats, Blake Oliver, and Keila Hill-Trawick as they address common tax season challenges. From handling scope creep to optimizing workflows and addressing payment delays, this session offers practical solutions and valuable insights. Connect with like-minded professionals, take a breather from the tax season chaos, and equip yourself with actionable strategies for a smoother season ahead. Join us for a blend of candid discussions, genuine solutions, and a touch of humor that will leave you better prepared to navigate the intricacies of tax season with confidence and efficiency.
Learning Objectives:
- Identify strategies to overcome common tax season challenges such as scope creep, workflow inefficiencies, and client payment delays
- Determine effective methods for setting boundaries to reduce stress, accelerate payments, and manage client expectations seamlessly
- Recognize the latest technological tools utilized by firms to streamline operations, save time, and enhance profitability
- Evaluate expert perspectives on not just surviving but thriving during the demanding tax season, gaining valuable insights to elevate your practice and performance
Ryan Embree
Ignition
General Manager
[email protected]
(734) 474-7507
Ryan Embree has spent the last four years working in the accounting industry. In his role at Practice Ignition, he helps accounting firms embrace new technology and modernize their practices for success. He worked for Practice Ignition in Australia and the UK before relocating to Chicago last year.
Jason is a CPA, ex accounting firm owner, YouTuber, podcaster, and founder of a fast-growing accounting community—Realize. When he isn't tweeting, writing, or filming, he's spending time with his wife and three young kids.
Blake Oliver, CPA, is an entrepreneur, accountant, writer, and speaker specializing in cloud accounting technology. In 2016 and 2017, Blake was named a “40 Under 40” in CPA Practice Advisor’s accounting profession. He is the co-host of the Cloud Accounting Podcast, a weekly news round-up at the intersection of accounting and technology that is also the #1 podcast for accountants and bookkeepers in the world.
Keila Hill-Trawick knows what it's like to drop a steady job for a small business dream. Before starting Little Fish Accounting [http://littlefishaccounting.com/], Keila worked on accounting and auditing projects for various federal agencies, a natural progression after holding senior-level accounting and finance positions at corporations like Home Depot and Georgia-Pacific. Today, Keila helps small businesses thrive through her transparent, easy-to-understand approach to accounting. In addition to her full-time work with Little Fish, Keila is co-founder of Accountants of Color [http://accountantsofcolor.co/], a safe space for Black Indigenous People of Color (BIPOC) accountants to engage, grow, and build their firms.
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