Content Provider
Pdgt hrz full color pos
Handout Materials
Presentation Slides
Additional Materials
Webinar Technical FAQs
Free cpe webinars
Maximizing Profitability: Rightsizing Strategies for Tax/Accounting Firm Owners


This webinar is designed specifically for SMALL FIRM OWNERS

Cost Free
Presentation Length 1.0 hour

Recorded DateJune 13, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Ready to run a tax and accounting practice that doesn’t drive you into the ground every tax season? In this session, our expert presenters will examine ways that systems, processes, and clients can work together to create a more efficient firm. Well-run firms can become more profitable without sacrificing work-life balance by utilizing an objective evaluation of your firm, effective use of technology, and expansion of year-round services for SMB clients. Join this webinar as our presenters cover tangible steps to build a more sustainable and efficient firm.

Learning Objectives:

  • Determine how to save your time and peace of mind, even during busy seasons

  • Identify the best mix of clients and services for your firm

  • List the processes, people, and technology you need to build success

  • Evaluate how expanding your client relationships can bring added value for clients and your firm

Not logged
Pdgt hrz full color pos

Amanda Aguillard is the owner of Padgett New Orleans, as well as the Chief Operating Officer for Padgett’s corporate office. She has known she wanted to become a CPA from age 16, and now holds a Master’s Degree in Taxation from the University of Denver. Prior to joining the Padgett team, Amanda ran Aguillard Accounting LLC and is the founder of Accounting Salon, a think tank of cloud accounting experts, and its virtual offshoot, SALONv. She has been named one of the Top 50 Women in Accounting in 2018 and 2019 and regularly speaks at state CPA societies and industry technology conferences. When she’s not advocating for her industry or helping clients succeed, she spends her free time cooking for her two children, reading historical fiction, and backcountry hiking

Pdgt hrz full color pos

Roger Harris is the president of Padgett and has been serving in this role since 1992. He has worked with the company for 50 years, since studying at the J.M. Tull School of Accounting at the University of Georgia. Prior to becoming president of the company, Roger served as President and Chairman of the Board for 10 years in one of the largest Padgett franchises in the system, giving him years of valuable expertise in the franchise industry. He has used his expertise as an industry expert in the Wall Street Journal, USA Today, The Morning Business Report, Bloomberg Business News and Accounting Today. Roger has also offered testimony before Congress, putting his decades of experience to work as an advocate for small business legislation.

Pdgt hrz full color pos

Jeff Phillips is the Chief Executive Officer of Padgett. Since earning his economics degree from Baylor University and his MBA from Southern Methodist University, he has established himself as a leader in the accounting industry. He has been included on Accounting Today’s Top 100 Most Influential People list five times and serves on multiple professional and community boards. He is also the co-founder and former CEO of Accountingfly, a company working to match accountants with modern, innovative firms across the country. Jeff currently lives in his hometown of Pensacola with his wife and three children.

About Our Presenter

Pdgt hrz full color pos
Padgett is a leading franchise network of over 250 tax and accounting firms across North America, dedicated to providing small businesses with the financial and operating guidance they need to meet their goals. Our mission is to serve as trusted advisors. For small businesses we offer tax planning and preparation, payroll, bookkeeping and accounting. For franchisees, we provide comprehensive professional support, practice management coaching, proven marketing programs and software discounts all delivered within the context of a supportive community. 

At Padgett we empower small business leaders to identify and achieve their unique vision of success.