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From Overwhelmed to Optimized: The CPA’s 60-Day Blueprint for a Stress-Free Tax Season
December 2, 2025 @ 1:00 pm – 2:00 pm EST
Tax season is closing in and for most firms, it’s the same story every year: too much work, not enough time, and cash flow that never seems to catch up. But it doesn’t have to be that way. In this live, CPE-eligible session, IRIS Software and Apxium will share how forward-thinking firms are regaining control of their operations, cash flow, and client experience in just 90 days.
You’ll hear directly from experts who have helped hundreds of firms shift from reactive to proactive — using simple, actionable steps that make a measurable difference before busy season begins. This isn’t another “efficiency” talk; it’s a roadmap to fix the real friction points holding firms back: too many systems, too much manual work, and too much cash left on the table.
You’ll learn how leading firms are connecting the dots between operations and payments to accelerate realization, protect profitability, and create breathing room for their teams.
Learning Objectives:
- Build a 60-day plan to reclaim lost time, improve visibility, and prepare your firm for a calmer busy season.
- Pinpoint the top three bottlenecks that drain profit, delay billing, and burn out your team.
- Connect operational improvements with cash flow outcomes — learn how automation in billing and payments accelerates realization and reduces write-offs.
- Benchmark your firm’s performance against peers and discover what top-performing practices do differently to stay profitable and resilient.
