Tax season is enough to make anyone go off the rails, especially the last two seasons. Keeping track of clients’ documents, deadlines, custom reports, closing entries, and more can be overwhelming—not to mention the urgency of clients wanting everything done yesterday. Setting up a system that brings the bookkeeper, CPA, EA, CFO, client, and anyone else vital to the accounting team onto the same page is a game-changer. Tax deadlines force everyone’s hand, and we often wind up sending and re-sending requests and information again and again. Frankly, it feels inevitable—no matter how prepared we are, we’re still subject to last-minute workflow changes and whims of clients and their accounting team. It can be really discouraging.
Kelly Gonsalves saw this unpleasant situation as an opportunity to better serve her clients around tax communications. What if the status as “last-minute messenger” is actually how we can make things better, for everyone? In this session, Kelly will review the issues surrounding tax time, particularly the communication and security issues she has solved in her practice. What’s required? What can be done more effectively? Where have we given up control? What are the benefits and risks of getting it back? At each step, there will be practical tools and advice on how to mitigate the impact others can have on the way you run your practice during the busy season and beyond. The best part: a more streamlined system for you usually means a better experience for both clients and their accounting team. And that is worth a lot—in goodwill and in gold.
Mix a creative mind with a number-cruncher, then throw in a dash of New York City attitude and what do you get? Kelly Gonsalves - a true entrepreneur that is all in, all the time. Her first endeavor began just five years ago when Kelly founded Totally Booked (TM). The purpose: to assist every small business in becoming more profitable by utilizing efficient accounting processes. Kelly is a QuickBooks Advanced Certified ProAdvisor (™), a member of the Intuit Trainer Writer Network, a HubDoc Top 50 Cloud Accountant, on Avalara's Social Media Top 100, an Insightful Accountant Top 10 ProAdvisor, as well as the host of Insightful Accountant's QB Talks: App Neighborhood Watch.
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