The Workflow For Scheduling a Tax Prep w/Brenda Cannon,CPA

Ready to conquer tax season without losing your mind?

Join us for The Workflow For Scheduling a Tax Prep with the one and only Brenda Cannon, CPA.

Brenda’s bringing her A-game to help you get your tax prep on point.

From pro tips on scheduling like a boss to keeping your paperwork drama-free, Brenda’s got you covered.

It’s fun, practical, and exactly what your firm needs right now.

Let’s make tax prep painless, one workflow at a time 😉

Time Stamps
Introduction and Personal Background 0:02
Professional Background and Client Base 1:29
Client Evaluation and Transition 4:13
Tax Preparation Scheduling and Client Communication 7:43
Challenges and Resistance to Change 11:28
Implementation and Adoption of Scheduling Process 24:56
Impact on Work-Life Balance and Team Efficiency 25:28
Community Support and Sharing Knowledge 25:47
Future Plans and Continued Support 31:13
Conclusion and Final Thoughts 31:34