From Bottlenecks to Bandwidth: Rethinking Your Firm’s Tax Prep Strategy
In this session, Lena Allouche from Harness will share a practical framework to move your firm from bottlenecks to true bandwidth – freeing up time, talent, and energy to focus on what matters most: your value and your growth.
Thursday, Oct 23, 2025 at 2:00–2:30 PM ET
In this session, Lena Allouche from Harness will share a practical framework to move your firm from bottlenecks to true bandwidth – freeing up time, talent, and energy to focus on what matters most: your value and your growth.
Thursday, Oct 23, 2025 at 2:00–2:30 PM ET
Meet your host
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.
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.
About the webinar
Tax season doesn’t have to be a drain on your team’s time and energy. Firms today face a perfect storm of document-chasing, manual data entry, staffing shortages, and overwhelming tech stacks.
The result? Slower turnarounds, exhausted teams, and strained client relationships.
What would it look like for your team to spend more time on higher-value work and less on manual prep?
Who should attend?
-
CPA firm partners & owners - Tax managers and operations leaders
- Anyone rethinking how to survive (and thrive) during busy season
What We’ll Cover
The Current Reality: The most common bottlenecks tax firms face today and why they don’t have to be inevitable.
The Shift to Bandwidth: What it really means for a firm to have “bandwidth,” and how to create it with the right balance of technology and people.
Harness TaxAssist in Action: A walkthrough of how AI automation + human review can reduce busywork, boost accuracy, and flow seamlessly into your existing tax software.
Real-World Results: A case study showing how one CPA firm cut prep time by 70% while increasing accuracy and reducing stress. All without adding staff or learning new systems.
A New Firm Strategy: How to reallocate saved hours into growth, client service, and advisory opportunities.
Reserve Your Spot Today
Seats are limited – don’t miss the opportunity to get ahead of next tax season. Can’t make it on Oct 23rd? Register anyway for access to the post-webinar recording.
Related reading
Accounting Advisory Services: A Comprehensive Guide for CPAs
Dive into Accounting Advisory Services with this in-depth guide for CPAs. Venture beyond tax preparation into strategic financial planning and estate management, unlocking new avenues for practice growth with Harness's practice management platform.
Growing Your New Tax Firm: Strategies for Client Acquisition and Retention
From understanding client ownership and ethics to exploring strategies for growth, this guide will walk you through attracting and retaining clients for your new accounting firm.
Maintaining A Community When Charting Your Own Path as a Solo CPA
From industry events to online communities, discover how to build and nurture a robust professional network that supports and enriches your solo CPA journey.
