JOIN OUR 1-HOUR LIVE WEBINAR
Say Goodbye to Tax Season Chaos: A Proven Framework for Accounting Firms (CPE Eligible)
Can Accounting Firms Permanently Escape the Yearly Tax Season Stress?
If your accounting firm is bracing for another 70-hour weeks during this year’s tax season, it’s time to rethink your strategy.
In under 60 minutes, top advisor to global firms Nick Sinclair will pinpoint the factors that keep your firm locked in the tax season grind and provide a clear path to reclaim your time.
Discover core “burden groups” that drain time and learn proven, replicable delegation systems used by 1,190+ firm owners to finally escape tax season pressure.
Plus, earn one CPE credit for attending the live webinar and meeting the certification requirements.
Reserve your free spot for our live session on January 21 at 3 PM CST so you can finally Say Goodbye to Tax Season Chaos.
Key Takeaways
Treat tax season as a strategic operation
Strengthen workflows and onboarding
Build cybersecurity resilience
Leverage offshore teams for capacity
Turn tax season into an opportunity, not a crisis
Nick Sinclair
Founder, TOA Global and Ab² Institute of Accounting
With 20+ years of experience, Nick has built an impressive career as an entrepreneur, coach, and former owner of an accounting and financial planning firm.
He founded TOA Global and Ab² Institute of Accounting, collectively empowering more than 1,180 firms worldwide.
Fueled by a passion for helping accounting leaders gain time and financial freedom, Nick is dedicated to guiding them in building firms they’re proud to lead.
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✓ This is a live webinar. Cameras and microphones will be enabled to ensure a lively and engaging session.
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NASBA CPE Credit Terms and Conditions
1. Learning Objectives
- Treat tax season as a strategic operation
- Strengthen workflows and onboarding
- Build cybersecurity resilience
- Leverage offshore teams for capacity
- Turn tax season into an opportunity, not a crisis.
2. Instructional Delivery Method
- Group Internet Based
3. Recommended CPE Credit and Field of Study
- Credits: 1.0 CPE
- Field of Study: Business Management & Organization
4. Prerequisites
- None
5. Program Level
- Basic
6. Advanced Preparation
- None
7. Program Description
This 60 minute webinar helps accounting firms reframe tax season as a strategic operation rather than a reactive period. Using practical frameworks and real-world examples, participants will explore ways to strengthen workflows and onboarding, improve cybersecurity resilience, and effectively use offshore teams to manage capacity. Attendees will leave with practical perspectives and ideas to help turn tax season into a more structured, sustainable, and manageable part of the firm’s operations.
8. Course Registration and Attendance Requirements
- Attendees must register online.
- In order to be awarded full credit, participants must attend the entire program and engage in the required activities (e.g., respond to all 3 polls during the session).
9. Refund Policy / Cancellation Policy
- This program is offered at no cost to attendees. As such, there are no fees and no refunds applicable. For questions or concerns, please contact our team at 1-888- 585-1740.
10. Complaint Resolution Policy
- Complaints must be submitted in writing and will be handled in accordance with AB2 Institute’s internal policy. Contact the same number above for assistance.
11. Official NASBA Sponsor Statement
Ab2 Institute, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE sponsors through its website: www.nasbaregistry.org.
