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How To Manage and Run a Virtual Tax Season - Sponsored by Ignition

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Tax season is just around the corner, it's time to start thinking of future-proofing your firm. Josh Lance, the Managing Partner at Lance CPA Group, has been running his Chicago-based firm virtually for the last seven years. He'll be sharing his blueprint to build an efficient and profitable virtual firm in time for the next tax season.

Learning Objectives:

  • Recognize how to transition your current clients to your virtual way of working.
  • List key technology and workflow considerations for a virtual tax season.
  • Identify how to motivate and manage a virtual team.
  • List common traps to avoid when making the switch to virtual

Which one or all?
  • Packaging and bundling your services
  • Consultative selling
  • Team management
  • Process and workflow efficiency


  • Jennie Moore, Partnerships Manager, The Americas

    Jennie Moore is the Partnerships Manager at Ignition, the world’s first client engagement and commerce platform for professional services businesses. As Partnerships Manager, Moore is responsible for engaging and delivering expert content from Ignition to the accounting profession through professional associations.

    With over 20 years of experience in the accounting profession, Moore is passionate about financial technology and helping accounting professionals find efficiencies across their practices. Moore firmly believes with absolute tenacity that everyone has the ability to be their best self. A self-proclaimed problem solver armed with SaaS, Moore pushes mindsets to break through barriers and find a solution.

    Prior to her role at Ignition, Moore spent a number of years at tax giant, Intuit, in the Trainer Writer Network where she created the Intuit Mentoring program to help her accounting peers adopt cloud technology. She also founded, and continues to operate, her own practice, Moore Details Inc., to help businesses optimize their accounting systems.

    Moore is regarded as a global FinTech expert and accounting influencer, receiving national recognitions from HubDoc, Ignition, Alvara, Wagepoint Hero, and more. She also holds certifications from Xero Advisor and Intuit Quickbooks Online (QBO).

    When not working, Moore can be found spending time with her family, skiing and competing as an adult figure skater in Ontario, Canada.

January 10, 2023
Tue 2:00 PM EST

Duration 1H 0M

This live web event has ended.