Nov 11, 2025 60 min watch

Your Best Tax Season Yet

on demand

Learn key strategies that can flip tax season at your firm from the most stressful time of year to just another date in the calendar.

Accountability Services’ COO & Owner Lera Kooper shares how they transformed typical CPA firm chaos into the best tax season ever.

Learning Objectives:

Purchasing the right technology is just the first step. Learn how to best leverage tools to truly impact workflows.
Departmentalize your firm to give every team member ownership and clarity over their responsibilities.
Establishing internal client deadlines isn’t just about protecting your team’s sanity and avoiding burnout. It’s how you make tax work an ongoing, year-round affair to even out workloads.
Setting up Operations to run production, workflow management, and task reports, and lead huddles on those topics.
How to improve client communication with a shared tax team inbox and triage protocol.

Check out Lera's bonus Q&A 👇

Lera Kooper

COO & Owner, Accountability Services

Lera is the Chief Operating Officer and Owner of Accountability Services. As a nationally recognized entrepreneur and innovator, her mission is to be a thought leader in the modernization of accounting firms. She employs a combination of systems, processes, technologies, and philosophies to best prepare her firm, as well as others across the industry, to deliver personalized, forward-looking client care. By championing best practices in client onboarding, communication, scope management, and strategic planning, she empowers tax, CAS, and advisory teams to help owners get more out of their business.