Speakers: Nick Boscia, CPA, EA & Caleb Jenkins, EA CQP
Price: Free for All
Ever lost access to client documents during tax season? Faced security risks with sensitive data? Struggled with pricing or work-life balance? You’re not alone! Join Nick Boscia, CPA, EA and Caleb Jenkins, EA, CPQ as they share some of their biggest tax season challenges – and how their firms are better for it.
No sugar-coating here – just real stories about disasters, struggles, and solutions that transformed their practices. Nick and Caleb will share what went wrong, what they learned, and the practical changes that helped them build more efficient, secure, and balanced firms.
Learning Objectives:
- Learn how leading firms set effective boundaries with tiered pricing and manage client expectations during tax season.
- Discover common documents management and security challenges faced by accounting firms, along with practical solutions.
- Gain insights into balancing practice growth with work-life sustainability.
- Walk away with actionable ideas you can implement in your own firm(s).
Not a member yet? Become part of NAEA today to unlock access to this and a host of other exclusive benefits. Discover new opportunities, expand your knowledge, and elevate your career with NAEA!
