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Jeremy Wells
Jeremy Wells
COO and Head of Tax | Steadfast Bookkeeping
LIVE WEBINAR
14 Sep 2026 12pm EDT

A Q4-ready client onboarding system for Bookkeepers

Join this practical webinar for bookkeepers to learn how to streamline client intake, standardize your onboarding process, and spend less...

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Tax season
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Jeremy Wells
Jeremy Wells
COO and Head of Tax | Steadfast Bookkeeping
ON-DEMAND
64 mins 20 Feb 2024

Tax Season Workflow Tips

Join us for an educational webinar where we will cover seven critical tips, offering a roadmap to enhancing client experiences,...

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Client engagement
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Carla Caldwell
Carla Caldwell
Founder | Caldwell Consulting & Training
Logan Graf
Logan Graf
Owner | The Graf Tax Co.
Enae Jackson-Atkins
Enae Jackson-Atkins
Owner | Esquire Accounting
Jeremy Wells
Jeremy Wells
COO and Head of Tax | Steadfast Bookkeeping
Ryan Embree
Ryan Embree
Director of Partnerships | Ignition
ON-DEMAND
60 mins 23 Feb 2023

How to boost client communication with video in your firm

In today's digital age, video has become a crucial tool for businesses to communicate their value and reach their target audience. Join...

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Account receivables (AR) Get paid faster
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Heather Retsky
Heather Retsky
Heather Retsky Tax Prep
Jeremy Wells
Jeremy Wells
COO and Head of Tax | Steadfast Bookkeeping
Kristen Keats
Kristen Keats
Sherwood Tax & Accounting
Reid Schretlen
Reid Schretlen
Senior Key Account Manager | Ignition
ON-DEMAND
65 mins 13 Jun 2022

Payments: A round-table discussion on getting paid and managing A/R

We're excited to host Heather Retsky from Heather Retsky Tax Prep, Jeremy Wells from JWellsCFO, and Kristen Keats from Sherwood Tax &...

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