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How to Save Your Tax Practice

About This Webinar

Over two years after the pandemic hit, many small tax practice owners are still reeling and wondering if they’ll stay around for another tax season. Many have lost staff, clients and sleep over where their practice is going, if anywhere at all. For those who choose to soldier on, they are looking to reinvent their practices, focus on specific areas and do what they can to get back to the work they enjoy doing. This will be a frank discussion with practitioners who are working on doing just that to save their practices.

By attending this session you will:

• Learn real-world examples of how to stay focused on what matters
• Focus on the right clients who will support you, as you do them
• Discover tools and tactics to face 2023 and beyond
• Know you’re not alone in this struggle

Categories:
PROFESSIONAL DEVELOPMENT
Who can view: Everyone
Webinar Price: Free
Featured Presenters
Webinar hosting presenter
Editorial Manager/US Team Lead
Seth Fineberg has 30 years' experience as a business/financial editor and journalist, much of which was spent covering the accounting profession from a technology and practice management perspective. He has spoken and moderated sessions at accounting profession conferences and was Editor in Chief of Accounting Technology and Technology Editor of Accounting Today. More recently he served as the B-to-B Editor/Senior Reporter of AdAge Magazine, and has also written and edited numerous news and feature articles for a variety of business and trade publications.
Webinar hosting presenter
Principal, MB Group
Building on my experiences as an auditor, I work with clients to bring efficiency and discipline to the accounting function in their businesses through the use of our outsourced services. I thrive in crafting personalized and innovative strategies that allow business owners the freedom to dream big, focus on growth and plan for taxes. Outside the office, you’ll often find me in the kitchen cooking up a new recipe or running to keep up with my two teenage daughters.
Webinar hosting presenter
CEO April 15 Taxes, Inc.
Susan Tinel, EA, heads up April 15 Taxes, Inc., a full-service, cloud-based firm offering services in tax, accounting and entity filings. Based in San Diego, she works with more than 150 clients across the country, in Canada and the United Kingdom, 75 percent of which are small businesses. She is a QuickBooks ProAdvisor and certified in QuickBooks Online.
Webinar hosting presenter
Consultant & Strategic Business Advisor Account Mobility
I love what I do! From the time I was a kid, I played banking for hours. I used to love the systems & processes of my banking setup. I would approve certain bills, stamp others & made sure everything in my kiddie bank setup was systematized & flawless. Much to the chagrin of my playmates, I loved my banking days. Now I have taken that love of process & systems to an adult level, helping clients with their accounting processes. And I still love it! Luckily I have found my calling & hope to ease the pain my clients are experiencing, so they too can enjoy their business.

Stephanie went back to school in 2014 to get her accounting degree from CCV. She is certified in every QB product & maintains an advanced certification in QBO. She is actively participating in the Woodard Institute’s Certified Transformative Advisor (CTA) program & was recently nominated one of Insightful Accountants’ Top 100. Her educational pursuit will never end as she prepares her firm for the future.
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