This webinar was held on Tuesday, September 30 at 3:00pm ET
Sponsor: Wolters Kluwer
Duration: 1 Hour
In this session, Stephanie Plaza will share practical, proven strategies for streamlining tax and accounting workflows, tackling capacity challenges, and delivering more value to clients. We’ll explore how leading small firms are simplifying their processes, eliminating wasted steps, and turning technology into a true competitive advantage, without overwhelming their teams or budgets.
With year-end approaching, the right workflow adjustments can make the difference between a chaotic finish and a confident one. Join us to gain fresh insights, actionable ideas, and proven approaches to working smarter, and leave ready to make meaningful changes in your firm.
Learning Objectives:
- Identify the top workflow bottlenecks that cost small firms time, profit, and client trust, and understand how to remove them.
- Prioritize technology investments that deliver the biggest operational impact without stretching small firm resources.
- Apply practical process improvements that increase team capacity, reduce rework, and improve client satisfaction before year-end.
| Program Level | Basic |
| Prerequisites | None |
| Field of Study | Accounting |
| Advance Preparation Needed | None |
| Delivery Method | Group Internet-Based |
| Recommended CPE Credit | 1 Credit per 50-Minute Session |
| Registration Instructions | Register Online |
| Cost | Free |
| Complaint Resolution | editor@cpapracticeadvisor.com |
Presented by:
Stephanie Plaza is a Product Management Associate Director at Wolters Kluwer, focusing on tax compliance software development. She is passionate about helping firms optimize their time through data-driven enhancements to automation and ensuring tax professionals have the tools and information needed to support their clients.
She is actively involved in multiple industry associations, including CERCA and ETAAC. When she isn’t working, Stephanie enjoys traveling with her husband and daughter and serving in active roles on numerous nonprofit boards.
Moderated by:
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 Mint.com 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.
Wolters Kluwer fuels global commerce by enabling professionals in tax and accounting firms, governing authorities, and businesses of all sizes to grow, manage, and protect their business and their clients’ businesses. Expert solutions – in compliance, collaboration, internal and external audit management, corporate performance management and firm management – integrate deep domain knowledge with workflows to ensure compliance, improved productivity, effective management, and strengthened client relationships.
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: https://www.nasbaregistry.org/. For more information regarding administrative policies please contact Isaac O’Bannon at isaac.obannon@cpapracticeadvisor.com.
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