Control the (tax season) Chaos!
Don’t miss this behind-the-scenes look at how one firm went from chaos to control — and how you can too.
If you're like most tax firm owners, you:
✅ Feel like you’re trapped on the hamster wheel of busy season
✅ Work 12–18 hour days from January through April, only to sprint again in September and October
✅ Plan your entire life around tax deadlines
✅ Eat lunch at your desk — if you eat at all
Now, imagine this instead:
✨ You eliminate the phrase “busy season” from your vocabulary
✨ You work no more than 8 hours a day, with no nights or weekends
✨ You actually live life on your terms — including lunch breaks, walks, and workouts
✨ You’re in Las Vegas for your kid’s wedding on April 15 (yep, that was me this year!)
Learning Objectives:
✨ Why implementing a calendar-based process can change your business and your life
✨ The various scheduling models that are working for firms like yours
✨ The exact calendar process rolled out at Steadfast Bookkeeping
✨ What worked, what didn't, and how it's going one year later
"Our best deal is always to become a monthly subscriber"
https://www.taxpracticepro.com/join-now
*Self-Study recording not available for NASBA CPE credit.
Andrea MacDonald
,
CPA
Andrea MacDonald, CPA is a currently practicing accountant with over 20 years of experience. Her firm, Steadfast Bookkeeping, provides accounting, tax, and advisory services to small and medium sized businesses in the home services, professional services, and creatives industries.In 2013, Andrea founded Pro Tax & Accounting. Ten years later, in May 2023, she acquired Steadfast Bookkeeping and merged the two firms into one. In February 2024, a third firm merged into the mix. As Steadfast’s CEO, Andrea is responsible for the firm’s vision, mission, and strategic direction.Andrea has led sessions at several conferences, with topics ranging from changing your pricing model, to firm acquisition, to providing niche specific services. She leads a weekly training session that covers varying topics related to the intersection of accounting and taxes, and she offers a mentorship for "newbie" bookkeepers, teaching technical accounting skills.You can connect with Andrea on LinkedIn, where she regularly posts insights and updates. To work with Steadfast Bookkeeping, head over to the firm’s website.
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Don’t miss this behind-the-scenes look at how one firm went from chaos to control — and how you can too. If you're like most tax firm owners, you: ✅ Feel like you’re trapped on the hamster wheel of busy season ✅ Work 12–18 hour days from January through April, only to sprint again in September and October ✅ Plan your entire life around tax deadlines ✅ Eat lunch at your desk — if you eat at all Now, imagine this instead: ✨ You eliminate the phrase “busy season” from your vocabulary ✨ You work no more than 8 hours a day, with no nights or weekends ✨ You actually live life on your terms — including lunch breaks, walks, and workouts ✨ You’re in Las Vegas for your kid’s wedding on April 15 (yep, that was me this year!) Learning Objectives: ✨ Why implementing a calendar-based process can change your business and your life ✨ The various scheduling models that are working for firms like yours ✨ The exact calendar process rolled out at Steadfast Bookkeeping ✨ What worked, what didn't, and how it's going one year later "Our best deal is always to become a monthly subscriber"
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