Small Change, Big Impact: Make Next Tax Season Better
(Webinar On-Demand)
Watch the Webinar
About the session
Make the next tax season better. A live conversation with five firm owners on the small shifts that actually moved the needle.
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.
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. Katie 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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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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