The 2020 tax season was unique and DIFFICULT in many different ways. Between the changing tax deadlines, new rules and regulations, and overarching fears of the pandemic and its effects on the economy, practitioners are now left exhausted and derailed.

As we all look positively toward the future, now is the time to build and execute a solid game plan to help you exhale, rebuild, and recover as you prepare for the rest of the year and beyond.

In this webinar, I’ll share with you the top post-tax season breakthroughs and tips to help you get back on track, increase your income and cash flow, and stand out in your market even in a challenging economy.

You will leave with a clear plan on what to do and how to do it, in a step-by-step manner so that you are not merely surviving but you are thriving the remaining months of 2020.

You‘ll learn how to:

• Develop clear, actionable steps to create a strong and effective game plan that keeps profits and cash rolling in for the remainder of 2020 and beyond.


• Create a post-tax season client attraction machine to grow with new, high-quality clients.


• Improve your firm pricing strategy to align with those used by the Top 5% of CPA firms.


• Create a results-driven team and culture that share your goals and operates in high gear even when you’re not around.


• Identify and systematize the critical tasks in your practice so you see an immediate and positive impact on your time and money.