​From tax preparer to growth leader: scaling your firm with systems, delegation, and AI

​Are you ready to shift from working in your tax firm to working on it? Many tax professionals take pride in hands-on work, but the key to long-term success lies in becoming a growth-focused leader. This workshop will guide you through the mindset shifts, strategies, and tools needed to scale your firm effectively.

What You’ll Learn:

• ​The Mindset Shift: Transition from practitioner to growth strategist.

• ​Effective Delegation: Empower junior staff and build a high-performing team.

• ​Scalable Systems: Create streamlined procedures to handle growth without chaos.

• ​AI and Automation: Leverage technology to optimize workflows and save time.

• ​High-Value Activities: Focus on marketing, strategy, and long-term vision for your firm’s expansion.

​Who Should Attend:

• ​Tax firm owners and leaders ready to scale their businesses.

• ​Solo practitioners looking to transition from hands-on work to leadership.

• ​Anyone interested in building systems, delegating effectively, and leveraging AI for growth.

​Workshop Details:

​📅 Date: March 26th
⏰ Time: [Insert Time]
📍 Location: [Google Meet Link]