THE 40-HOUR TAX SEASON WORK WEEK:

How to Stop Your Client List from Costing You Time and Money

1/2 Day Virtual Bootcamp

Friday, January 23, 2026 | 10:00 AM - 2:00 PM ET

Another tax season is approaching, and with it, the familiar weight of capacity constraints, margin compression, and the nagging question:

Are we working harder without actually growing smarter?

If your firm is generating $1-5M in revenue, you likely have clients on your list that are costing you time and money. They're draining your capacity, creating bottlenecks, and making it impossible to delegate effectively.

What if you could work a sustainable 40-hour week during tax season instead of burning out at 60, 70, or 80 hours?

This bootcamp is designed to help you reduce tax season stress in just four hours by tackling the root issues:

pricing, profitability, and the clients who keep you trapped in the day-to-day.

HERE'S HOW WE'LL SPEND OUR TIME TOGETHER:

Evaluate Your Firm Through a New Lens

Alongside fellow firm owners, you'll analyze your client portfolio in real time, set strategic goals, and gain clarity on where your firm truly stands. We'll guide you through a proven framework to see your practice from 30,000 feet and identify exactly where transformation is possible.

Build Your Roadmap Before Busy Season Begins

Leave with a clear action plan: which clients to prioritize, see where you’re underpricing, which services to sunset, and how to structure your team's bandwidth for maximum impact.

Interactive Sessions with Real-Time Advisory

Work in focused breakout groups with other owners who understand your challenges. You'll apply strategic analysis to your actual client data, not hypotheticals, while receiving personalized guidance and answering critical questions as they arise. This is collaborative problem-solving at its best, with cameras on and accountability built in.

No more guessing. No more spreading yourself thin across low-value work. No more sacrificing your evenings and weekends to clients who don't move the needle.

MEET YOUR HOSTS

Brannon Poe, CPA and Ian Brennan have spent years in the trenches with firm owners just like you, watching them wrestle with the same capacity issues, pricing struggles, and client management challenges you're facing right now.

They've worked with numerous firms to untangle the exact problems this bootcamp addresses: identifying which clients actually make you money, fixing underpricing that's bleeding profits, and building systems that let you delegate instead of staying stuck as the bottleneck.

Brannon is the founder of Poe Group Advisors and brings over 20 years of experience working with accounting practices, from his days as an auditor at Ernst & Young to pioneering The Seamless Succession™ process that's become the industry standard for practice transitions. He's been a shareholder in both established family businesses and successful start-ups, giving him a rare perspective on what actually drives profitability at every stage of growth. As the author of Accountant's Flight Plan: Best Practices for Today's Firms (published by the AICPA and CPA Canada) and host of The Accountant's Flight Plan Podcast, he's had a front-row seat to the strategies that separate thriving firms from struggling ones.

Ian serves as Workshop Director for Accounting Practice Academy and has been working alongside firm owners since 2020, helping them build more profitable, valuable practices that actually support their lives, not consume them. He specializes in the operational side of practice management: the systems, processes, and strategic decisions that turn good intentions into measurable results.

WHAT SETS THIS BOOTCAMP APART?

Brannon and Ian aren't here to tell you what you should do in theory. They're here to walk you through actually doing it with your real client list, your real numbers, and your real capacity constraints.

By the end of the bootcamp, you'll have made tangible progress on the work that typically gets pushed aside until it's too late.

Take Back Your Time

WHY THIS BOOTCAMP, WHY NOW

You're working harder than ever, but your profits aren't reflecting it. Your clients reach out constantly, and you can't delegate because you're stuck being the go-to person for everything. Tax season is weeks away, and you're already feeling overwhelmed.

The firms that thrive during tax season aren't working the most hours, they're the ones who've engineered their practices around high-value relationships and eliminated drag.

A 40-hour work week during tax season isn't a fantasy. It's the result of strategic decisions about your client list, pricing, and capacity management. Decisions you can start making today.

This half-day bootcamp gives you the structure, the people, and the dedicated time to do the strategic work that never makes it to the top of your daily task list.

You'll walk away with:

Data-driven clarity about which clients truly move the needle and which ones are costing you money
A repeatable framework for pricing profitably and making smarter capacity decisions
Practical strategies to delegate effectively and break free from being the bottleneck
Connection with peers navigating the same growth challenges
Confidence that you can make this tax season smoother, more successful, and less stressful

Ready to reclaim your 40-hour work week and make this tax season work for you instead of against you?

Spots are limited to ensure meaningful interaction and personalized attention.