234. Reinventing tax season, with Samantha Bowling

Future-Proof

Bill Sheridan of MACPA에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Bill Sheridan of MACPA 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

2M ago 26:24

MP3•에피소드 홈

Busy season horror stories of 80-hour weeks, sleepless nights, and lost weekends have long defined the accounting profession. But Samantha Bowling, managing partner at GWCPA, is rewriting that narrative.

This past tax season, her firm went bold: no weekends, a 50-hour cap, mandatory extensions, upfront pricing, and a 15% fee increase. The payoff? Nearly full client retention, lighter partner workloads, and a team that felt energized instead of exhausted.

In this episode, Samantha shares how GWCPA pulled it off, what challenges came with change, and why people-first innovations like these may be the key to attracting talent and future-proofing the profession.

If you have ever thought, “There has to be a better way,” you will want to hear this conversation.

Resources

Samantha Bowling, CPA, CFE, CGMA LinkedIn Profile
GWCPA Firm Website
MACPA Preferred Providers

202 에피소드