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Candid Conversation: Reshaping Tax Season Through Advisory

CANDID CONVERSATION: RESHAPING TAX SEASON THROUGH ADVISORY

Cost Free
Presentation Length 1.0 hour

Recorded DateFebruary 23, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

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:


  • Evaluate how to achieve consistent year-round revenue by embracing advisory services and moving beyond the tax return 

  • Give examples of real-life success stories from three seasoned accounting pros who have reduced tax-season burnout by changing their business model 

  • Determine how to charge upfront for your services so you never have to chase late payments again or deal with outstanding AR 

  • List the benefits of a subscription model for accounting firms

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Ryan Embree

Ignition
General Manager
[email protected]
(734) 474-7507

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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.

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Caldwell logo

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.

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Sean Duncan

SMD Consulting
President & Founder
[email protected]
(469) 252-4547

Smd consulting

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.

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Daniel Gertrudes

GrowthLab (GL FaaS)
CEO & Co-Founder
[email protected]
(888) 673-8481

Growthlab logo

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.

About Our Presenter

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Ignition makes it simple to engage clients, get paid and run your accounting or professional services business on autopilot. From impressive online proposals to automated engagement letters and payments, we free you up to focus on what matters most - your clients.