Practice Management Roundtable
December 22 @ 10:00 am - 11:00 am
Join us for an informal Practice Management Roundtable where tax professionals can connect and talk openly about the day-to-day challenges of running a tax practice. There will be no formal presentation or set agenda. Bring your questions, ideas, and experience or lack of it to share with the group.
Topics can include anything related to practice management, such as:
- Client communication and managing expectations
- Staffing and workflow
- Software and technology, including AI
- Tax season processes
- Client engagement and disengagement
- What’s working well in your practice
- What’s not working so well and you’d like ideas on!
Whether you have a question you’d like feedback on or simply want to hear how other tax professionals are handling their practices, you are welcome to join us.
Hosted by: Niya Gannon, EA, President, North Bay Enrolled Agents