Ready to run a tax and accounting practice that doesn’t drive you into the ground every tax season? In this session, our expert presenters will examine ways that systems, processes, and clients can work together to create a more efficient firm. Well-run firms can become more profitable without sacrificing work-life balance by utilizing an objective evaluation of your firm, effective use of technology, and expansion of year-round services for SMB clients. Join this webinar as our presenters cover tangible steps to build a more sustainable and efficient firm.
Learning Objectives:
Padgett
COO
[email protected]
(504) 324-9270
Amanda Aguillard is the owner of Padgett New Orleans, as well as the Chief Operating Officer for Padgett’s corporate office. She has known she wanted to become a CPA from age 16, and now holds a Master’s Degree in Taxation from the University of Denver. Prior to joining the Padgett team, Amanda ran Aguillard Accounting LLC and is the founder of Accounting Salon, a think tank of cloud accounting experts, and its virtual offshoot, SALONv. She has been named one of the Top 50 Women in Accounting in 2018 and 2019 and regularly speaks at state CPA societies and industry technology conferences. When she’s not advocating for her industry or helping clients succeed, she spends her free time cooking for her two children, reading historical fiction, and backcountry hiking
Padgett
President
[email protected]
(706) 548-1040
Roger Harris is the president of Padgett and has been serving in this role since 1992. He has worked with the company for 50 years, since studying at the J.M. Tull School of Accounting at the University of Georgia. Prior to becoming president of the company, Roger served as President and Chairman of the Board for 10 years in one of the largest Padgett franchises in the system, giving him years of valuable expertise in the franchise industry. He has used his expertise as an industry expert in the Wall Street Journal, USA Today, The Morning Business Report, Bloomberg Business News and Accounting Today. Roger has also offered testimony before Congress, putting his decades of experience to work as an advocate for small business legislation.
Jeff Phillips is the Chief Executive Officer of Padgett. Since earning his economics degree from Baylor University and his MBA from Southern Methodist University, he has established himself as a leader in the accounting industry. He has been included on Accounting Today’s Top 100 Most Influential People list five times and serves on multiple professional and community boards. He is also the co-founder and former CEO of Accountingfly, a company working to match accountants with modern, innovative firms across the country. Jeff currently lives in his hometown of Pensacola with his wife and three children.