WATCH ON DEMAND
Join industry experts Jason Staats, Blake Oliver & Keila Hill-Trawick for a fun, interactive panel discussion where they’ll tackle the biggest tax season pain points—from scope creep to chasing payments—with real talk, real solutions, and a few laughs along the way.
Take a well-deserved tax season breather, connect with peers who get it, and walk away with actionable strategies you can implement straight away to make this season smoother.
What you'll learn:
The biggest tax season headaches—scope creep, messy workflows, and slow-paying clients (sound familiar?).
How to set boundaries like a pro—avoid stress, get paid faster, and keep clients in check.
The top tech tools firms are using to save time and stay profitable.
Expert insights on surviving (and thriving) through tax season madness.
Interactive discussion— vent, laugh, and walk away with fresh ideas you can use right now.
Speakers
Jason most recently ran a $5M accounting practice in Oregon in 2022, and now runs a YouTube channel for accounting firm owners, while producing commercials for companies like LinkedIn and Zapier.
Jason has created the world’s most-watched AI accounting content, helped develop the AICPA’s award-winning AI toolkit, and in 2023 launched a daily show for accountants named Jason Daily. When he isn’t hanging out on social, he’s hanging with his wife and 3 very small children.
Blake Oliver
CPA
Blake Oliver, CPA, is the creator of Earmark, which offers free CPE credits for listening to accounting and tax podcasts. He also co-hosts The Accounting Podcast, the #1 podcast for accountants globally. He’s honored to be one of Accounting Today’s “Top 100 Most Influential People” and lives in Scottsdale, Arizona.
Keila Hill-Trawick
Founder & CEO | Little Fish Accounting
US
