Building Stronger Tax and Bookkeeping Partnerships

The wall between bookkeepers and tax professionals fuels burnout, inefficiency and poor retention during a pipeline crisis. This session shows how collaboration, not hierarchy, can turn tax season chaos into a year-round partnership that benefits everyone.

Objectives

Upon completion of this session, you will be able to:

• Review the must-have items that bookkeepers and CAS practitioners can prepare ahead of time to minimize adjusting journal entries
• Better understand what bookkeepers and CAS practitioners don't already know
• Establish effective technology and communication in your office

CPE