From Burnout to Balance
Marquita Miller Joshua, EA, CSP
Owner, Five Star Tax & Business Solutions
1 CPE for CPA
Overview
Burnout, client pressure and staffing gaps are draining tax pros. This bold session delivers real talk and real tools to reset expectations, reclaim time and build a firm that runs with purpose, not panic.
Objectives
Upon completion of this session, you will be able to:
- Identify the key contributors to professional burnout and seasonal fatigue in tax practices, and how to proactively address them
- Develop practical strategies to set and manage client expectations without compromising service quality or team well-being
- Learn methods for attracting, training and retaining qualified team members to support long-term firm sustainability
- Create a personalized action plan to transition from reactive operations to a purposeful, growth-focused practice model
CPE
| Governing body | CPE credits | Designation | Field of study |
|---|---|---|---|
| IRS | 0 | AFSP | N/A |
| IRS | 0 | EA | N/A |
| NASBA | 1 | CPA | Professional Development |
| CTEC | 0 | CRTP | N/A |
| CFP Board | 0 | CFP® | N/A |
Details
Duration: 50 minutes
Course level: Overview
Prerequisite: N/A
Advanced preparation: None
Delivery method: Group Live