The Start of Busy Season: Are We Ready?
As accounting firms enter their busiest time of the year, operational and administrative leaders play a critical role in preparing their teams for success. Join fellow MSI Operations & Administration professionals for an open discussion on the strategies, changes, and preparations firms have implemented ahead of busy season.
This interactive roundtable is designed to provide members an opportunity to exchange ideas, learn from peer experiences, and discuss both successes and concerns as the season begins.
Discussion Topics
- What steps did your firm take to prepare for busy opportunity season 2027?
- What processes, technologies, or procedures have you changed since last year?
- What improvements are you hoping will make this season more successful?
- What have you done to reduce stress and create a better experience for staff?
- Have you implemented new workflow tools, automation, AI initiatives, or reporting methods?
- What concerns do you have about the changes you've made?
- What challenges still keep you up at night as busy season begins?
- Where do you anticipate bottlenecks, resource constraints, or staffing concerns?
- What lessons learned from prior years influenced your planning this year?
Why Attend?
This session is not a presentation. It is a collaborative discussion among operational leaders who understand the unique challenges of preparing an accounting firm for busy season. Whether your preparations are complete or you're still concerned about what lies ahead, this is an opportunity to share experiences, gather new ideas, and build connections with peers facing many of the same challenges.
Join us as we kick off the new year by discussing what we've done to prepare, what we're hopeful about, and what challenges we still expect to face over the next three months.
