Year-End Priorities:
Turn Last Season’s Lessons into Next Season’s Wins
In this session, Lena Allouche and David O’Connell from Harness will share a practical framework to help your firm turn lessons into leverage, freeing up time, talent, and energy to focus on what matters most: your clients and your growth.
Thursday, December 4, 2025 at 2:00–2:45 PM ET
In this session, Lena Allouche and David O’Connell from Harness will share a practical framework to help your firm turn lessons into leverage, freeing up time, talent, and energy to focus on what matters most: your clients and your growth.
Thursday, December 4, 2025 at 2:00–2:45 PM ET
Meet your hosts
Lena Allouche is the Director of Business Development for Harness. She is a strategic leader with over a decade of experience driving growth, partnerships, and operational excellence across the financial services and fintech industries. An active industry advocate, Lena also serves on multiple nonprofit and professional boards and is passionate about advancing women’s financial literacy and leadership in finance.
David O’Connell is the Head of Client Strategy at Harness, where he works closely with tax advisors to strengthen operations and improve profitability. He brings nearly two decades of experience across large law firms and high-growth startups with a focus on helping advisors streamline workflows, optimize capacity, and adopt technology that supports scalable growth.
Lena Allouche is the Director of Business Development for Harness. She is a strategic leader with over a decade of experience driving growth, partnerships, and operational excellence across the financial services and fintech industries. An active industry advocate, Lena also serves on multiple nonprofit and professional boards and is passionate about advancing women’s financial literacy and leadership in finance.
David O’Connell is the Head of Client Strategy at Harness, where he works closely with tax advisors to strengthen operations and improve profitability. He brings nearly two decades of experience across large law firms and high-growth startups with a focus on helping advisors streamline workflows, optimize capacity, and adopt technology that supports scalable growth.
About the webinar
As tax season approaches, now is the time to make the final adjustments that will define your firm’s success during the Spring season.
Join Harness for a practical, fast-paced session on how to turn insights from last season into action steps for the one ahead. You’ll walk away with a sharper focus on where your team’s time goes, which clients drive profitability, and how to simplify operations before the rush begins.
You’ll leave this session with a clear plan to:
- Address last year’s challenges before they repeat
- Strengthen your client base and pricing models
- Enter 2026 prepared for a smoother, more strategic season
Who should attend?
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CPA firm partners & owners -
Tax managers and operations leaders
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Anyone rethinking how to survive (and thrive) during busy season
What We’ll Cover
Pinpoint your firm’s biggest bottlenecks: Use data to assess staffing, turnaround times, and client satisfaction before busy season hits.
Resegment your client base: Identify who to re-engage, reprice, or offboard for a more profitable and manageable workload.
Refocus your service offering: Discover opportunities to expand beyond compliance by offering year-round advisory, business structure reviews, and guidance
Restructure pricing models: Learn how firms are shifting to subscription or value-based pricing for smoother, more predictable revenue.
See how technology supports growth: Watch a live demo of how Harness automates document collection and data entry, so your team can focus on clients, not checklists.
Reserve Your Spot Today
Seats are limited – don’t miss the opportunity to get ahead of next tax season. Can’t make it on December 4th? Register anyway for access to the post-webinar recording.
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