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The Sandwich Firm Squeeze: Aligning Business Strategy, Client Expectations, and Workflow
June 9 @ 2:00 pm – 3:00 pm EDT
Description
Today’s accounting leaders are caught in a multi-directional squeeze—balancing the need for executive control, team demands for automation and flexibility, and a client base split between digital natives and relationship-driven traditionalists. This structural tension is the root cause of post-tax season burnout and stalled firm growth. Whether you are a sole proprietor wearing every hat or leading a multi-person team, the post-busy season window is the most critical time to conduct a structural post-mortem and bridge the gap between your high-level strategy and daily operational reality.
In this candid, practitioner-led session, CPA firm owner Karen Collom shares how modernizing her workflow with a connected, cloud-based platform relieved this pressure. Discover how optimizing with Intuit ProConnect Tax aligned her team, improved client retention across the entire technology spectrum, and transformed her practice into a high-value asset.
Join us to explore the operational decisions that separate firms that thrive from those that grind, and learn how to build a practice that works for everyone.
Learning Objectives:
- Identify the structural workflow gaps that contribute to post-tax season burnout and staff turnover in modern accounting firms.
- Evaluate how a cloud-based tax workflow supports both tech-savvy and relationship-driven client segments without disrupting the existing client experience.
- Apply a phased approach to technology modernization that minimizes disruption while improving team efficiency and alleviating review bottlenecks.
- Recognize the operational characteristics that increase firm valuation and attractiveness to buyers, successors, and strategic partners.
Who Should Attend:
Tax & accounting firm owners, sole proprietors, managing partners, and practice leaders who are evaluating their current workflow, technology stack, or long-term firm strategy—including those considering a transition from desktop to cloud-based tax software.
Prerequisites: None
Course Level: Basic
Course Length: 60 Minutes
Delivery Method: Group – Live Internet
Field of Study: Business Management & Organization – Non-technical
CPE Credit: 1
CE Credit: 0
Intuit (Sponsor ID# 103311) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
Note: This event is free and there is no fee to attend. For concerns about this event or program cancellation policies, please reach out to [email protected].@intuit.com.
