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Webinar: Challenges for the Small Firm

Clients need compliance expertise from their accounting advisors, yet many firms may be reluctant to offer those services because they may seem complex and labor intensive.

Avalara 2018 5bf2eee031d82

This webinar was held on Wednesday, January 11, 2023.
Sponsor: Avalara
Duration: 1 Hour

Clients need compliance expertise from their accounting advisors, yet many firms may be reluctant to offer those services because they may seem complex and labor intensive. Join this webinar to hear from a panel of sales tax experts as they share strategies and tips on how any sized practitioner can offer sales tax compliance services. Whether you are just considering adding compliance services, or if you have a thriving compliance practice, join us as we explore the technology and emerging opportunity to make sales tax compliance a profitable part of your growing practice.

View this recorded webinar to learn:

  • Trends in the industry that create challenges for your clients’ compliance
  • How practices of all sizes can adopt and benefit from technology
  • Tips and best practices from your peers on adding compliance services

Program level: Basic (no prerequisites required).
Field of Study: 

Presented by

Marianne Fisher oversees the accounting strategic alliance partnerships as Senior Strategic Partner Manager – Accounting. She brings 12 years of experience and knowledge working with the tax & accounting profession, guiding and consulting firms as they embrace technology, evaluate internal processes, and expand service lines. It is within the last 7 years that she has specialized in sales and use tax.  Throughout this time, Marianne has worked with a vast number of accounting firms across the profession providing guidance and consulting on the changing sales & use tax landscape and the emerging business opportunity for accountants.  Marianne has been a featured speaker at many thought leadership events sharing her passion and extensive knowledge of sales and use tax with the profession. 

Stacey Bennett has been providing bookkeeping, payroll, and accounting services for small business clients across a variety of industries since early 2018. In her role as Staff Accountant at Padgett Business Services, she has brought a strong emphasis on client education by offering training on a range financial tools and software that help clients understand and manage day-to-day cashflow.

In addition to her accounting work, she is the Founder & Lead Facilitator at The SLC Group, where she creates transformational workshops on profitability and healthy money management. She is particularly passionate about youth financial literacy, and she works to empower and educate teens and young adults around money through mentorship and pro bono workshops.

In her off time, she enjoys finding new adventures, cooking up delicious food, and spending quality time with her people, pets, and plants.

Kexin Smith is the Head of Sales Tax Research and Consulting for LedgerGurus. She is a US sales tax expert and started the Sales Tax team at LedgerGurus. Prior to joining LedgerGurus, she worked for Deloitte. Kexin graduated from BYU with BAcc & MAcc degrees with an emphasis in US Tax.

Gail Perry is the editor-in-chief of CPA Practice Advisor. A veteran of accounting journalism, she also speaks at many accounting events, trade shows, and webinars. Gail is the author of over 30 books (including For Dummies, The Idiot’s Guide to Introductory Accounting, and Surviving Financial Downsizing: A Practical Guide to Living Well on Less Income), and she maintains a small tax practice. Gail is a graduate of Indiana University where she earned a bachelor’s degree in journalism. She returned to school to study accounting at Illinois State University, earned her CPA, and worked for Deloitte in Chicago for several years as a state and local tax accountant. She has taught introductory accounting and personal finance courses, and she is a former computer applications instructor at the Indiana CPA Society. Gail is a member of the AICPA’s PFS Credential Committee.

This FREE online webinar is a continuation of CPA Practice Advisor’s mission to provide unbiased, independent information on technologies available to practicing public accountants and tax professionals.

Special thanks to our sponsor for supporting this educational session:

Avalara 2018 5bf2eee031d82

Avalara is a team of tax experts and technologists behind one solution for your accounting firm. We live and breathe sales tax and license compliance. We help firms confidently and efficiently provide compliance services to their clients.

From independent operators to midsize businesses and Fortune 100 companies, more than 30,000 customers choose Avalara for tax compliance tools scaled to their needs. You’ll find Avalara all around the world helping accounting practitioners, and their clients, prepare for growth in the global market.

CPA Practice Advisor 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: For more information regarding administrative policies please contact Isaac O’Bannon at