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Templates & Tactics
no-fluff advice on building a smarter, more scalable accounting practice. Featuring high-impact series like the 3 Day Workflow Challenge, Grow & Scale, and Accountant Roundtable, this page brings together real-world strategies, downloadable resources, and expert discussions designed to help you improve your systems, boost efficiency, and grow with confidence.
3 Day Workflow Challenge
Join Kellie Parks, CPB and Dawn Brolin, CPA on a 3-day Workflow Challenge to get on top of your workflow as the year begins and tax season approaches.Focus & Flow Series
Focus & Flow delivers quick, actionable tips to help accounting professionals eliminate distractions and optimize their workflows. Each episode dives into one key strategy—from time management and automation to process improvements—designed to help you work smarter, not harder. Perfect for busy firm owners looking to stay in the zone and get more done.
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Accountant Roundtable
Honest conversations with experienced accountants on the challenges, trends, and strategies shaping the future of the profession.
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