Webinar Details
Course Description
Discover how to transform your tax season workflows and focus on delivering exceptional client value. Join industry experts Al-Nesha Jones, CPA, MBA, and Ryan Embree as they share actionable insights and key tools to enhance firm efficiency.
Whether you're starting your cloud tech journey or optimizing your app stack, this webinar will provide practical strategies to make this tax season your firm’s most successful yet.
Learning Objectives
- Identify how to save time by simplifying processes and eliminating inefficiencies using Al-Nesha's suggested tech stack, including Ignition, Intuit ProConnect, and more.
- Recognize how to strengthen client engagement with seamless onboarding and proposals.
- Discover how to boost team efficiency with templates for proposals, workflows, emails, and more.
- Recognize how to simplify payments to get paid faster and improve your firm's cash flow.
- Identify how to use videos to save time, communicate better, and upsell without stress.
Prerequisites
- None
Who Should Attend
CPAs, accounting/finance professionals who work with firms.
Advanced Preparation
None
Presenter Details
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Ryan Embree
- Head of Partnerships
Ryan Embree has spent the last five years working in the accounting industry. In his role at Practice Ignition he helps accounting firms embrace new technology and modernize their practices for success. He worked for Practice Ignition in Australia, Canada, and the UK before relocating to Chicago recently.
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Al-Nesha Jones
- Founder of ASE Group
Al-Nesha Jones, CPA, MBA, MOM is the founder of ASE Group, a full-service accounting, tax, and advisory firm dedicated to helping small business owners build sustainable businesses. ASE Group specializes in recordkeeping, proactive tax planning, and year-round advisory support for professional service providers in the NJ/NY/CT/PA area.
Recognized among Forbes’ Top 200 CPAs and NJBIZ Leading Women in Business (2024), Al-Nesha has also been honored as one of Ignition's Top 50 Women in Accounting (2023 + 2024) and a 2023 Top 100 ProAdvisor. Her firm also earned the NJCPA Ovation Award for their DEI efforts. Al-Nesha serves on the ProConnect Customer Council, ADP's Advisory Board, CHIP Professionals' Council, mentors s... Read more
NASBA Sponsor
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Encoursa is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBAregistry.org.
Date & Time
CPE
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Webinars: CPE certificates will be accessible through your dashboard 1 hour after a webinar concludes.
Self-Study: CPE certificates will be accessible through your dashboard immediately after passing the qualified assessment.
For specific instructions on accessing your CPE, please see our FAQ section on our support page.
- Multiple Attendees on Webinars: Each attendee should register separately for the webinar. If more than 1 attendee participated from the same device, please contact us after the event to let us know. For group signups for paid events, please contact us.
Purchase options
Live Webinar
Time-Saving Tax Workflows with Al-Nesha Jones
Sponsored by Ignition
- Mar 20, 2025
- 4:00 PM EDT
- Credits: 1.00
FREE
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