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Free cpe webinars
Setting Your Accounting Firm Staff Up for Success During Busier Season


Cost Free
Presentation Length 1.0 hour

Recorded DateJune 29, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Series: Bookkeeper
Course Description

This session is well suited for any owner, managing partner, or team leader of an accounting firm with multiple staff who is seeking to maximize productivity during busier times and beyond. For most accounting and tax firms, it's a mad sprint from January through April, then normal business resumes. Season readiness is key. Morale building, team building, and preparing for the heavy workload are all things that top firms pay attention to before busier season hits. The more proactive firms are now, the less reactive they need to be during peak work times. Common challenges that firms face are staff communication and teamwork, integrating helpful tech in time to make a difference, and making sure that key systems and processes are in place to ensure productivity doesn’t come at the expense of staff burnout.

This session will cover key things you can do to help bring clients into your production team, including how to create a single source of truth for everything clients send you. You’ll also learn innovative ways to manage your team and how to leverage your last season’s “after-action review” to ensure you address anything that needs to be addressed before you are all too busy to make any changes. It's never too late to optimize your chances of success. Come and learn from Andrew Wall, CPA, who leads a busy team and enjoys a rich personal life as well.

Learning Objectives:

  • Determine how to leverage an after-action review to ensure this year’s busier season goes better than last year’s

  • Identify an innovative way to manage team daily meetings and build your team’s knowledge base at the same time

  • Recognize an affordable and easy way to ensure you get client documents on time

  • Define how to manage your staff in a way that directly encourages accountability and initiative

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Andrew Wall CPA, CMA
Managing Partner
(800) 465-7532


Andrew Wall is a Chartered Professional Accountant and Certified Management Accountant with over 19 years in accounting and IT development. He is the managing partner at; a cloud-based accounting firm focused on helping small businesses. Andrew is a global thought leader and has been recognized as the top 100 Accounting influencers (

Andrew is passionate about the cloud. His firm has been ranked as one of the top 100 cloud brands in the world (, and Andrew has been recognized as one of the top 50 cloud accountants in North America four years in a row (  

Andrew’s first experience with cloud accounting was as a developer on a cloud-based accounting application. In 1999 Andrew and a team of developers applied for a patent on web-based software that enabled accountants to work with offshore resources. As a result of his work on this software, Andrew has appeared on the CBC television show “Venture” and was invited to speak at the International Trade Centers executive forum on global outsourcing.

About Our Sponsor

Liscio’s mission is to empower professional services firms of all sizes to put their clients first. By starting with the customer and delivering a secure mobile platform for them to exchange sensitive information with you, Liscio delights clients, increases engagement, and deepens their connection to the firm.  Client Experience 2.0 begins with Liscio.