Webinar - May 18th, 1pm EST

Tax Season Debrief: Lessons We're Taking From Tax Season 2023

Before you put this year's tax season out of your mind until next year, there's one very important thing you have to do first, and that's your Post-Tax Season Debrief. A debrief is a vital tool for accounting and bookkeeping firms that want to keep clients happy, attract new ones, and drive their businesses forward. Join Mustaqeem Khan, CPA, as he dives into what makes a successful debrief, and why now is the optimal time to implement changes in your firm. 

 

Days
Hours
Mins
30

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About the webinar:

An effective review process considers every part of operations: nothing is off limits. It’s a chance to review all the adjustments, pivots, and changes your team has had to make over the season, to understand what worked, what didn’t, and where the opportunities for improvement are.

Timing is everything; right after tax season, ideas and experiences are fresh in the minds of your team – and your clients. So it is the best possible time to get their perspectives. 

If you’re thinking of adding more technology or automation to your firm, or optimizing your existing technology, now is the perfect time to do so. 

Agenda

We'll be discussing what makes a successful review, which includes gathering:

  • Client Feedback: Communication is Key
  • Staff Feedback and Engagement Review: What worked and what didn't?
  • Tech Stack Assessment: Where are the gaps?
  • Accounting Automation: How to assess, implement, and optimize automation in your firm

 

Speakers

MK-1

Mustaqeem Khan, CPA

Product Domain Expert Dext

A CPA by trade, Mustaqeem joined Dext after spending 5+ years working with accounting firms on how to automate and improve their accounting and bookkeeping processes. After helping smaller firms in Canada move to a more cloud based model, he realized that the potential for cloud accounting in North America. He then joined Dext in October of 2021 as a Product Domain Expert to help the team understand the processes and workflows for accountants and bookkeepers. He works with the product team to help Dext be able to put the best product out there for accountants which is also requires working closely with partners in North America.