Burnout-proof your busy season: Reclaim time, reduce stress, and redefine tax season success

CPE Credit: 1 hour for CPAs

Tax season doesn’t have to mean burnout, overwhelm, or endless hours. In this session, Dawn Brolin, CEO of Powerful Accounting, Inc., shares actionable strategies to “burnout- proof” your busy season — helping you reclaim your time, optimize workflows, and approach tax season with renewed clarity and control. You’ll learn how to identify hidden inefficiencies, set better client boundaries, leverage automation and delegation, and implement systems that free up capacity without sacrificing quality or client satisfaction. Whether you’re a firm leader or a team member, you’ll walk away with proven methods to minimize stress, improve focus, and create a healthier, more sustainable approach to the busiest time of year.

Upon successful completion of this course, you should be able to:

• Identify key time drains and process inefficiencies common during tax season.
• Apply techniques for prioritizing workload and managing client expectations.
• Implement strategies to reduce stress and maintain focus during high-volume periods.
• Design workflows or systems that increase productivity and improve team collaboration.
• Evaluate technology and automation tools that can help drive efficiency during the busiest time of year.

Level:
Basic

Instructional Method:
Group Internet-Based

NASBA Field of Study:
Personal Development

Program Prerequisites:
None

Advance Preparation:
None

Note: CPE is only available for attending the live event, on-demand viewing is not eligible.