A talk by Donny Shimamoto CPA.CITP, CGMA. Tax season seems to get worse every year. Last minute changes to the tax code, delayed tax software updates, workload compression and a shortage of experienced tax professionals continue to exacerbate what is already a grueling season for many accounting firms. Client fee pressures are forcing firms to figure out how to get more productivity out of their existing staff while not burning staff out and while still maintaining a high level of staff engagement.

Yet, some firms have been showing strong growth and even increased work-life balance. We interviewed a variety of these firms to see if we could identify the secret to their success. Attend this session to learn how these firms are bucking the general trends and achieving growth and increased profitability.
Learning objectives:
• Identify the 8 keys to tax automation and outsourcing
• Identify strategies for gaining user adoption of technology changes
• Recognize when you should use value pricing to maintain or improve profitability