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Free cpe webinars
The Tax Season Guide: Protect Your Firm & Your Sanity With Strategic Outsourcing
Business Management and Organization

THE TAX SEASON GUIDE: PROTECT YOUR FIRM & YOUR SANITY WITH STRATEGIC OUTSOURCING

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Available Date(s)
Friday, January 10, 2025: 1:00PM EST

Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Business Management and Organization
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Who Should Attend Bookkeeper
CFO / Controller
CPA - small firm
CPA - medium firm
CPA - large firm
Course Description

Before the tax season frenzy begins, join this webinar to discover the ultimate strategy for a smoother, stress-free season. Learn how smart delegation and outsourcing essential compliance tasks—like 1099s, audits, tax planning, and preparation—can save you time, enhance security, and keep burnout at an all-time low. Packed with actionable insights and practical strategies, this session will equip you to exceed client expectations while future-proofing your firm for long-term success. 

Learning Objectives:


  • Identify strategies to streamline workflows and minimize tax season disarray with outsourcing  

  • Recognize the importance of implementing secure and compliant processes to protect your firm

  • Determine proactive methods to prevent burnout and uplift team morale

  • Describe approaches to surpass client expectations while strategically planning for future expansion

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Todd Steinberg

GKM Tax Inc.
Vice President
[email protected]
(609) 870-8116

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Todd Steinberg offers more than 20 years of experience emphasizing sales, marketing, and business development in marketing accounting services. The scope of Todd’s experience has spanned virtually all aspects of the accounting practice industry. A respected leader in the industry, his experience includes teaching and implementing proven marketing strategies, integrating financial planning and payroll services into accounting practices, outsourcing best practices, and offering forward-looking business advisory services. Todd has also been a featured speaker at regional and national conferences as an authority on marketing accounting services. Todd is Series 7, 66, Life, Accident & Health Licensed.

Additional Materials
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.
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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

Gkmlogo
GKM provides quality bookkeeping, tax preparation, accounting and payroll processing services to accounting firms, CPAs and tax preparers in the US.