According to Intuit’s Taxpayer Insights and Intelligence Brief 2022, 17% of client revenue is now from advisory. The accounting landscape is evolving and client expectations are shifting. The debate between tax-focused and full-service accounting practices has gained prominence, reshaping the way accountants approach tax seasons. Experts Sean Duncan (SMD Consulting & Accounting), Dan Gertrudes (GrowthLab Financial Services), and Carla Caldwell (Candella Accounting & Advisory Services) discuss the benefits and challenges of not doing tax season. Listen to this candid conversation with industry thought leaders and be inspired to transform your tax season.
Learning Objectives:
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.
Caldwell Consulting & Training
Founder
[email protected]
(770) 815-8208
Carla Caldwell is the owner of Caldwell Consulting & Training. She works with business owners (especially non-profits) to bridge the gap between growing business and specific accounting solutions. Carla also helps accounting and bookkeeping firms implement the tools that help them be more successful - from value pricing and process development to the apps that support their systems. Learn why companies are using Caldwell Consulting & Training to get better organized, more efficient systems and stronger results.
SMD Consulting
President & Founder
[email protected]
(469) 252-4547
Sean founded SMD Consulting & Accounting on the steadfast belief that small business owners want and need advice and strategy to minimize taxes, increase work/life balance, improve cash flow, and plan for the future. He aggressively pushes SMD forward in new and innovative ways to further add value to the lives of small business owners.
GrowthLab (GL FaaS)
CEO & Co-Founder
[email protected]
(888) 673-8481
Dan is CEO & Co-Founder of GrowthLab, a Finance-as-a-Service (FaaS) company that serves Founders and Management Teams with Financial Planning, Accounting, and CFO support.