What do bookkeepers most wish tax pros knew… and what do tax pros wish bookkeepers knew? How do we take this historically tense relationship and rewrite it so that everyone wins – bookkeepers, tax pros: and especially our clients? What are the best technologies and tools for collaborating and communicating? What role does the client play? And what do you do when it goes wrong?

Our panel will discuss actionable solutions to these prevailing questions and explore strategies for how bookkeepers and tax pros can collaborate to deliver quality client services together.

Everyone has their horror stories – but instead of focusing on the negatives, let’s dig into lessons learned and build on them, to create effective workflows and learn to establish relationships that serve everyone better. Establishing the right accounting partners and processes not only makes tax-time easier, but can also lead to quality referral arrangements that help scale your firm efficiently.