Practice Management Roundtable

Join us for an informal Practice Management Roundtable where tax professionals can connect, ask questions, exchange ideas, and learn from one another.

There is no formal presentation or set agenda. Bring your practice management questions, share what’s working well in your practice, or get feedback on something that isn’t working so well.

Discussion topics may include client communication, pricing and billing, staffing, workflow, software and technology, tax season processes, client onboarding and disengagement, and other challenges that come with running a tax practice.

Come with a question, an idea to share, or simply join the conversation!

Hosted by: Niya Gannon, EA, President, North Bay Enrolled Agents