Tax season is notorious for manually repetitive tasks; from getting engagement letters signed, collecting and preparing data for returns, and billing and managing clients. However, many of these tasks can be automated with the right tools and processes in place. In this webinar, you'll learn how to cut down on the long hours through process automation. Plus, you'll see in action how to ensure you get paid promptly for the work you're doing and provide predictable cash flow for your firm. Leveraging technology means a hands-free tax season for you and your team, freeing up that time to spend helping clients.
Joshua Lance is the Head of Accounting at Practice Ignition and the founder and Managing Director of Lance CPA Group, a virtual CPA firm that focuses on providing accounting and consulting services to craft breweries and digital agencies. A licensed Certified Public Accountant and Chartered Global Management Accountant, Josh is also a family man who calls Chicago home. Before venturing on his own with a mission to help small businesses, Josh spent his early career at a top-10 national public accounting firm before working at an ultra-high net worth family office. Josh is also an adjunct faculty at Northwestern University in Evanston, IL, teaching accounting in the Farley Center for Entrepreneurship and McCormick School of Engineering. He enjoys making wine at home, cooking, traveling, and cheering on his favorite football and soccer teams. Josh was honored by being selected to the 2017 class of the AICPA Leadership Academy and was named as one of the 40 under 40 in 2017 and 2018 by CPA Practice Advisor. Josh was also recently named to the Illinois CPA Society Board of Directors.