The debate between tax-focused and full-service accounting practices has gained prominence, reshaping the way accountants approach tax seasons. Hear from experts Sean Duncan (SMD Consulting & Accounting), Dan Gertrudes – GrowthLab Financial Services), and Carla Caldwell (Candella Accounting & Advisory Services) as they discuss the benefits and challenges of not doing tax season.
Speakers
Sean Duncan
Founder | SMD Consulting & Accounting
Dan Gertrudes
CEO and co-founder of GrowthLab
Dan Gertrudes is CEO and co-founder of GrowthLab, a Finance-as-a-Service (FaaS) company that serves founders and management teams with financial planning, accounting, and CFO support. GrowthLab specializes in helping startups, emerging growth companies, and companies in turnaround mode by providing leadership and execution with their financial management, accounting, and strategic planning functions.
Carla Caldwell
Founder | Caldwell Consulting & Training
With over 25 years of experience in the accounting field, Carla Caldwell understands the complexities facing today’s accounting firm. Drawing on her background in technology education, Carla combines her extensive industry knowledge with an intuitive ability to connect with people, which places her in an elite class of accounting consultants and trainers. She knows how to evaluate the needs of a firm and implement solutions based on that firm’s processes, client niche, and optimal workflow.
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