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Self-Study CPE
INCREASE EFFICIENCIES WITH BILL's ACCOUNTS PAYABLE TECHNOLOGY
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SHIFTING YOUR MINDSET: HOW TO GROW AND SCALE A MODERN ACCOUNTING FIRM
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ASSESSING THE RISK OF YOUR ORGANIZATION: NON-INSURANCE RISK MANAGEMENT ISSUES
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TAKING AUTOMATED SERVICES PAST THAT FIRST CLIENT
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Free cpe webinars
From Bottleneck to Breakthrough: Transform Your Tax Prep Process

FROM BOTTLENECK TO BREAKTHROUGH: TRANSFORM YOUR TAX PREP PROCESS

Available Date(s)
Thursday, January 30, 2025: 1:00PM EST

Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Who Should Attend CPA - small firm
Course Description

Taxes remain the central offering of accounting firms, yet many still face challenges with inefficient, manual workflows. Ready to streamline your processes and unlock your firm’s potential for growth? Don’t miss this chance to hear from your peers and industry experts while gaining valuable insights on improving your tools and processes. Join us for this research-based webcast where our panel of experts will explore optimizing tax workflows.

Learning Objectives:


  • Recognize the driving forces behind the need for increased productivity during tax season 

  • Identify common bottlenecks in the tax prep process and how to overcome them 

  • List strategies for implementing technology to streamline the gathering phase 

  • Determine how streamlining the gather phase impacts overall process efficiency

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Scott Keil

Thomson Reuters
Senior Solution Consultant, Tax Workflow
[email protected]
(800) 968-8900

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Scott has been working as a Solutions Consultant with Thomson Reuters since February of 2019.  His primary focus has been delivering interactive/personalized demonstrations geared towards our tax and firm management solutions.  He currently resides in South Lyon, Michigan with his beautiful wife Elizabeth and their four-year-old son/monster Bennett.

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Tracie Hannick, E.A., owner of Bean Counting Firm Inc, is a graduate of Sonoma State University with a Bachelor’s of Arts in Business Operations & Mgt and a Minor in Human Resource Management with post-graduate classes at CSU Chico and CSU Northridge. Tracie is licensed to practice before the IRS and is a Licensed Insurance Agent for Life and Health Insurance in California.

Tracie has achieved the highest credential the IRS awards, its Enrolled Agent credential, granting unlimited practice rights and the ability to represent all clients and tax matters in all IRS offices. Tracie has the authority to speak with the IRS and represent our clients on any tax matter.

As a breast cancer survivor Tracie is very active in Project Hope of Butte County, a non-profit she helped create in 2017 when her treatments were completed. 

Tracie and her husband, Don, are parents of two grown sons and a bonus daughter-in-law. They travel as much as possible and enjoy homes in California and Washington. An avid runner, Tracie can often be found zipping along the various outdoor trails and hidden paths that Northern California has to offer. 

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My firm, John L. Brantley, PA, is a tax practice located in Ponte Vedra Beach, Florida specializing in providing services to individuals, particularly those with international tax issues. My goal is to provide clients with professional, personalized services and guidance in a full range of tax, financial, and business needs. Much of my background specializes in the taxation of individuals with international tax issues.

Additional Materials
2024 Tax Form Technology Report
Webinar Technical FAQs
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Nasba

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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Thomson Reuters (TSX/NYSE: TRI) (“TR”) informs the way forward by bringing together the trusted content and technology that people and organizations need to make the right decisions. The company serves professionals across legal, tax, accounting, compliance, government, and media. Its products combine highly specialized software and insights to empower professionals with the data, intelligence, and solutions needed to make informed decisions, and to help institutions in their pursuit of justice, truth, and transparency. Reuters, part of Thomson Reuters, is a world-leading provider of trusted journalism and news. For more information, visit tr.com.