A&GBook Your Free 15-Minute Discovery Call

Free webinar · 45 minutes

Survive the Next Busy Season

A practical session for Canadian accounting firm owners on removing the manual work that fills the day — emails, follow-ups, keeping the CRM current — and the document collection that turns every filing season into overtime. No slides about the future of AI — just the workflows, the sequence, and what it takes.

What we'll cover

  • Fix 1: ending the endless email and follow-up pile-up (and keeping the CRM current without data entry).
  • Fix 2: document collection that chases itself, so filing season stops running on reminders.
  • Where the hours actually go in a Canadian firm during filing season (with a simple way to measure it).
  • What to automate without crossing independence or PIPEDA lines.
  • A two-week plan you can start before the next deadline stack begins.

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Internal note: this form is a static mockup. Before launch it needs a real registration backend — Zoom Webinar, Eventbrite, or a form service — plus confirmation email and calendar invite.