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