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.
Recommended Webinars
Control the (tax season) Chaos!
NO IRS CE/NO CTEC CE/2 NASBA CPE*
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"
2023 & 2024 Federal Tax Updates Series
Varies
Tax Practice Pro’s 2023 & 2024 Federal Tax Updates Series provides tax professionals with in-depth analysis of recent federal tax law changes, IRS guidance, and compliance updates impacting individuals, businesses, trusts, and estates.
2023 & 2024 Federal Tax Updates SeriesAI Integration for Tax Professionals Series
6 IRS CE/6 NASBA CPE*
This three-part series is designed to help tax professionals understand and leverage the power of Artificial Intelligence (A.I.) in their practice. Through engaging and practical webinars, participants gain a strong foundation in A.I. technology.
AI Integration for Tax Professionals SeriesGetting the Tax Office Ready—2025 Series
Varies
Empower yourself with vital tools and knowledge to make the upcoming tax season a breeze. This comprehensive webinar series offers education covering key subjects like engagement letters, cyber security, effective client interviews, how to review tax returns and of course the latest on BOI reporting! Master the art of modernizing your tax practice through automation and the use of AI.
Getting the Tax Office Ready—2025 SeriesFree Tax Practice Pro Course Series
Varies
View courses we offer for FREE. Please note some courses may or may not qualify for IRS CE credit. Please view webinar description for more information.
Free Tax Practice Pro Course SeriesReal Estate Tax Matters Series
Varies
Unlock the secrets of real estate taxation with our comprehensive 28-hour continuing education program, spread over September and October 2024. Dive into essential topics like property taxation basics, advanced tax strategies, 1031 exchanges, and more.
Real Estate Tax Matters SeriesFlow Through You: Master the Intricacies of Partnerships and S Corporations
Varies
An enlightening series of programs dedicated to navigating the complexities of partnerships and S corporations. Our theme, "Flow Through You," encapsulates the seamless transition of knowledge and strategies you'll gain from these expert-led sessions.
Flow Through You: Master the Intricacies of Partnerships and S CorporationsTax Planning & Investments Series
Varies
TPP’s July Tax Webinar Series delivers 25 IRS/NASBA CPE credits with expert-led sessions on individual tax planning, 1099 reporting, investment income, retirement distributions, employee stock plans, PTET compliance across multiple states, reorganizations under IRC 368, and emerging issues like cryptocurrency and NFTs.
Tax Planning & Investments SeriesPlanning Season Series
Varies
Tax Practice Pro’s 2024 Trusts & Estates Webinar Series provides tax professionals with on-demand, IRS CE-approved training on estate planning, retirement strategies, entity selection, energy credits, client-specific tax planning, and common compliance issues, offering practical guidance to maximize client outcomes.
Planning Season SeriesTrust Me Webinar Series
20 IRS/NASBA CPE credits
Tax Practice Pro’s 2024 Trusts & Estates Webinar Series offers on-demand, IRS/NASBA CE-approved training for tax professionals, covering estate and trust taxation, gift and portability planning, special needs strategies, Form 1041 and 706 line-by-line guidance, and practical trust case studies to enhance client outcomes.
Trust Me Webinar Series
Hmm...nothing here yet.
