Empowering Professionals with Industry Trends & Strategies
Voting on the 2025 ProAdvisor Awards is underway!
Voting for the 2025 ProAdvisor Awards, both U.S. and International began Saturday, March 1, 2025 at 12:01 AM Eastern. It will continue through the ballot deadline of 11:59:59 PM Pacific time on Monday, April 1, 2025*.
This is your opportunity to vote for the U.S. and International ProAdvisors you feel best exemplify what it means "to be a 'ProAdvisor'."
Voting begins at 12:01 AM Eastern, Saturday, March 1, 2025.
Voting closes at 23:59:59 Pacific-time on April 1, 2025, it will not be extended.
Click here to know more about the voting for Top ProAdvisor!
Revolutionizing Tax Season: Innovative Strategies to Combat Burnout
Jennifer Mitchell, founder of Washington State-based firm Account Sense, recently shared in an interview that she doesn't say "tax season" anymore. Instead, she's reframed it as "filing season" or "planning season"— and it's made a difference in her practice.
After watching promising talent walk away despite loving everything else about the job, Mitchell implemented a scheduled model that distributes tax work across multiple months. Clients are scheduled for specific months throughout the year, with extensions systematically planned and explained. Each client is assigned a dedicated team of two professionals who work with them year-round, and workflow is managed to eliminate overtime completely.
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Empowering Tax Professionals: Latino Tax Fest 2025 Insights From Carlos Lopez
In this episode of the Accounting Insiders Podcast, host Gary DeHart interviews Carlos C. Lopez, EA , Enrolled Agent and founder of Latino Tax Pro, to discuss the Latino Tax Fest 2025, the leading bilingual tax education event for professionals. Taking place June 16-19 at the MGM Grand in Las Vegas, this conference offers vital IRS tax updates, ethics training, business growth strategies, and networking opportunities—all available in English and Spanish.
Discover how tax preparers can stay compliant, expand their firms, and connect with industry leaders at this high-impact event. From expert-led sessions to the mariachi festival and poolside networking, this is the must-attend event for tax and accounting professionals.
Niche Marketing: Top 5 Marketing Mistakes Accounting Firms Make (And How to Fix Them)
Speaker - Janel Sykora
CPE Credit Available
Field of Study - Communications and Marketing
Is your accounting or bookkeeping firm struggling to attract the right clients despite your expertise? You're not alone. Many financial professionals excel at their technical work but miss marketing opportunities that could transform their practice.
In this Be Insightful webinar, you'll discover the five most common marketing pitfalls that hold accounting firms back—and learn practical, implementable solutions to overcome them. From refining your messaging to capturing more leads and building client trust, this session will give you the tools to elevate your marketing strategy and grow your practice.
Whether you're a solo practitioner or managing a growing firm, you'll walk away with specific tactics you can implement immediately to attract more of your ideal clients and increase your practice's profitability.
Learning Objectives:
By the end of this webinar, participants will be able to:
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