Small Change, Big Impact: Make Next Tax Season Better
Tax season is the crucible of every small firm — and most owners already know what went wrong. This session brings together firm owners who’ve made real, incremental changes between seasons that added up to dramatically better results.
No massive overhauls. Just honest conversations about the small shifts that made the biggest difference.
Register free
What you’ll walk away with
Specific changes panelists made between tax seasons, and what actually moved the needle.
How to run a post-season debrief that leads to action, not just venting.
Realistic ways to set boundaries with clients during your busiest months.
What “better” actually looks like when you’re a team of one, two, or twenty.
The people in the room
Five firm owners who don’t sound like consultants. Honest about what worked, what didn’t, and what they’d do differently. Moderated by a CPA who’s been in the trenches with them.
Dawn Brolin
Certified Public Accountant
Powerful Accounting Inc.
Angela Jenkins
Owner
Mindfull Money Matters
Christine Salvatore
Bookkeeper
InLine Management
M. Kate Helle
Owner
Scaled Accounting Solutions
Laraine Hutcherson
CEO
Strength In Numbers Co.
The Proudly Small Sessions
Four weeks. Four conversations. Just the conversations small firm owners can’t get anywhere else. Register for the others while you’re here.
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How you price signals your value. How you onboard proves it. Real firm owners on charging confidently and turning new clients into long-term ones.
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Running Lean and Loving It: Operations, Tech & the Art of Doing More with Less
How you price signals your value. How you onboard proves it. Real firm owners on charging confidently and turning new clients into long-term ones.
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Proudly Small isn’t just a webinar series. It’s a magazine, a documentary, and a Wall of every small firm that chose independence. Your firm belongs on it. It takes 30 seconds.
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