This session is well suited for any owner, managing partner, or team leader of an accounting firm with multiple staff who is seeking to maximize productivity during busier times and beyond. For most accounting and tax firms, it's a mad sprint from January through April, then normal business resumes. Season readiness is key. Morale building, team building, and preparing for the heavy workload are all things that top firms pay attention to before busier season hits. The more proactive firms are now, the less reactive they need to be during peak work times. Common challenges that firms face are staff communication and teamwork, integrating helpful tech in time to make a difference, and making sure that key systems and processes are in place to ensure productivity doesn’t come at the expense of staff burnout.

This session will cover key things you can do to help bring clients into your production team, including how to create a single source of truth for everything clients send you. You’ll also learn innovative ways to manage your team and how to leverage your last season’s “after-action review” to ensure you address anything that needs to be addressed before you are all too busy to make any changes. It's never too late to optimize your chances of success. Come and learn from Andrew Wall, CPA, who leads a busy team and enjoys a rich personal life as well.

Learning Objectives:

• Determine how to leverage an after-action review to ensure this year’s busier season goes better than last year’s


• Identify an innovative way to manage team daily meetings and build your team’s knowledge base at the same time


• Recognize an affordable and easy way to ensure you get client documents on time


• Define how to manage your staff in a way that directly encourages accountability and initiative