With the theme “One Day to Transform Your Practice,” TaxRevolution 2025 brings together the profession’s most forward-thinking minds for a day of powerful insights, real-world strategies, and hands-on technology demonstrations.
The day kicks off with a bold keynote exploring why this is the golden age of accounting—and how firms that embrace change are poised to thrive like never before. From there, we dive deep into four mission-critical areas:
Workflow Automation | Client Communication | Pricing Strategy | Compliance & Risk Management
You’ll learn from industry experts and see exactly how modern tools and best practices can reshape your daily work—making your firm more efficient, more profitable, and more aligned with the clients you serve.
Chris Farrell
The Golden Age of Accounting
Randy Johnston
The Automated Workflow
Dawn Brolin
Mastering Digital Communication
Adam Lean
Turn Tax Clients Into CFO Advisory Clients
Jeremy Wells
Value-Based Pricing & Engagements
Eric Green
Mastering Compliance & Risk Management
Attendees of TaxRevolution 2025 will:
Receive a FREE copy of
Eric Green’s new book!
Register for a chance to win
a ScanSnap iX1300 scanner!
Following each of our sessions, representatives from our sponsoring companies will perform a 20 minute workflow demonstration of solutions that can be applied to the covered topics.
9:30 AM-10:00 AM
Welcome & Opening Keynote with Chris Farrell
The Golden Age of Accounting:
There’s never been a better time to be a tax professional.
Join us as we explore the remarkable transformation and unprecedented opportunities in the accounting profession. This keynote will delve into the factors driving the current “Golden Age of Accounting,” highlighting the significant trends and achievements shaping the industry:
This keynote will provide valuable insights into the dynamic landscape of accounting, showcasing how professionals can leverage these trends to achieve greater success and satisfaction in their careers. Don’t miss this opportunity to understand why now is the best time to be a tax professional and how you can thrive in this golden era.
10:00 AM-11:00 AM
CPE Session #1: Workflow Best Practices with Randy Johnston
The Automated Workflow:
From Chaos to Clarity
In today’s fast-paced accounting environment, workflow automation is a must-have for accounting professionals aiming to boost efficiency, reduce errors, and maintain competitiveness. This session explores real-world applications of automation using tools such as Zoho, Zapier, Microsoft 365 Power Automate, and GruntWorx. Attendees will gain actionable strategies for automating common bottlenecks like document routing, bank reconciliations, and approval workflows. The session will emphasize AI-driven tools, integration workflows, and risk mitigation to ensure automation is implemented effectively and securely.
11:00 AM-11:20 AM
Demonstration #1: GruntWorx with Brian Unger
Smarter Automation with GruntWorx
See how you can quickly and easily integrate GruntWorx into your processes now, transitioning your firm from a traditional to an automated workflow. Accounting firms face pressures and challenges year-round, with even greater demands during tax season. This example highlights the benefits of automating key processes in your firm to ease burdens related to labor, time, and costs. Reduce wasted time by 50% or more during extensions and tax season.
11:30 AM-12:30 PM
CPE Session #2: Automation in Tax Prep with Dawn Brolin
Mastering Digital Communication:
Streamline Your Firm, Serve Better, and Price with Confidence
If your client communication is a mess, your team’s drowning in emails, and clients are texting at all hours, you’re not running your firm, it’s running you. It’s time to take back control. Dawn Brolin will show you how to streamline communication across your entire firm—so nothing falls through the cracks, your team stays aligned, your clients feel cared for, and you can finally price based on relationships, not reactive chaos.
You’ll learn how to:
12:30 PM-12:50 PM
Demonstration #2: Liscio with Chris Farrell
How SMART Tax Gathering, Delivery and Integrations Take the Peak Out of Busy Season
Imagine reducing wasted admin time by 40% or more and getting that time back for you and your firm. Liscio makes this possible by personalizing tax gathering and delivery and eliminating the run-around that firms have to go through every year. Tools like Smart Tax Organizers and Smart Tax Delivery help clients through the process, putting time back in your pocket. Plus, integration with GruntWorx speeds things up even more, improving communication and getting returns done faster. Make tax season easier for you and your firm without changing the systems you already use.
1:00 PM-2:00 PM
CPE Lunch & Learn: Staff & Client Communication with Adam Lean
Turn Tax Clients into CFO Advisory Clients:
Add Six Figures to Your Practice Without Extra Work
Discover how to increase your income by becoming a sought-after CFO Advisor. Rely less on tax season to pay your bills while using your expertise to help business owners have a better future. Finally escape the accountant’s trap (of trading time for money) and join the hundreds of other financial professionals who have made the transition to offering high-ticket CFO Advisory services.
In this session, participants will:
2:00 PM-3:00 PM
CPE Session #3: Engagement & Pricing with Jeremy Wells
Value-Based Pricing and Engagements:
The Future of Tax Practice
This webinar explores how modern tax professionals can confidently transition to value-based pricing and streamline their engagements using Ignition. Featuring special guest Jeremy Wells, CPA and EA of Steadfast Bookkeeping, this session will provide actionable insights into building a future-proof tax practice.
Jeremy, a recognized tax strategist and advocate for modern pricing models, will walk attendees through the shift away from outdated hourly billing to value-based engagements that drive profitability and client satisfaction. You&rsqho;ll also see how to take advantage of Ignition’s ready-made proposal templates—complete with suggested value pricing—that can be tailored to your tax services.
In addition, we’ll showcase powerful Ignition integrations with tools like ProConnect and QuickBooks Online (QBO) that make it easier than ever to automate client onboarding, billing, and payment collection—freeing up time and improving your bottom line.
Whether you’re a solo practitioner or running a multi-staff firm, this session is designed to help you confidently package your services and deliver consistent client experiences with maximum efficiency.
3:00 PM-3:20 PM
Demonstration #3: Ignition with Jonathan Serpan
Grow Revenue, Not Your Admin, with Ignition
Join us to learn how Ignition helps you manage client agreements, billing, and payments—all in one platform. You’ll discover how to:
Perfect for firms looking to grow smarter and scale with confidence.
3:30 PM-4:30 PM
Session #4: Compliance & Risk Management with Eric Green
Mastering Compliance & Risk Management:
Tools and Tactics for the Modern Tax Practice
In today’s fast-evolving regulatory environment, tax professionals face increasing pressure to maintain compliance, manage risk, and deliver exceptional client service—all while running an efficient practice. In this session, Eric Green of Tax Rep Network will explore how modern firms can streamline operations, reduce audit exposure, and meet IRS standards with confidence. Learn how to implement systems that minimize human error, ensure accurate reporting, protect sensitive data, and support defensible decision-making. Whether you’re looking to strengthen your compliance posture or future-proof your firm, this session offers actionable insights to help you thrive.
4:30 PM-4:50 PM
Demonstration #4: RCReports with Rob Southworth
Turn Compliance into Opportunity with RCReports
See how firms are using RCReports to go beyond IRS compliance and build a consistent revenue stream from Reasonable Compensation and Entity Planning services. In this session, we’ll walk through how to integrate RCReports into your firm’s workflow to save time, reduce risk, and offer more strategic guidance to clients.
You’ll learn how to:
This is more than just a reporting tool—RCReports creates a consistent, billable service that positions your firm as the go-to advisor for S Corp and entity-based planning.
5:00 PM-5:15 PM
Closing Remarks by Chris Farrell
Summary of the Day’s Topics
Join us for some cloasing remarks on the modern tools and best practices that will reshape your daily work—making your firm more efficient, more profitable, and more aligned with the clients you serve.
Chris is passionate about productivity and building great teams. He is working on improving the communication and collaboration between professional firms and their clients.
Randy has been a leading authentic and genuine authority in technology for over 40 years. Inducted into the Accounting Hall of Fame in 2011, he has remained a Top 25 Thought Leader in Accounting from 2011 through 2024. His continued influence in the profession is highlighted by his recognition in the 2024 Accounting Today Top 100 Most Influential People in Accounting—his twenty-first consecutive year on that list. In addition, Randy authors a monthly column and hosts a weekly podcast for The CPA Practice Advisor, contributes to the Journal of Accountancy, writes for various accounting and technology publications, and has published numerous books.
He has founded and still owns multiple ventures, including K2 Enterprises in Hammond, Louisiana, and Network Management Group, Inc. (NMGI) in Hutchinson, Kansas. For four decades, NMGI has provided services to CPA firms and has been the largest managed service provider for the CPA profession in North America. Randy’s wife, four children, and seven grandchildren share his passions for theatre, music, travel, golf, skiing, snorkeling, and model trains. His background as a college instructor, management and technology consultant, and advisor to the accounting community informs today’s presentation.
Contact Information:
randy@k2e.com | randyj@nmgi.com | 620-664-6000 x 112
www.randyjohnston.com | www.technologybestpractices.com | www.nmgi.com | www.k2e.com
Dawn Brolin is The Designated Motivator for Accounting Professionals and the CEO of Powerful Accounting, Inc. For more than two decades, she has been a respected educator and motivator for her clients, accounting professionals, and technology solution providers. She is known for her innovative collaborations within the accounting profession, particularly with her Team Brolin Starting Lineup partners.
Dawn is a member of the Intuit Tax Council, the ADP Advisory Board, and the Avalara QuickBooks Advisory Board. She also serves as the President of the Accounting Cornerstone Foundation. Her recent accolades include being named a 2024 Top Presenter by CPAacademy.org, one of the Top 50 Women in Accounting for 2024 by Ignition, and Insightful Accountant’s 2020 Top Niche Practice ProAdvisor: Forensics. She has also been recognized multiple times as one of Accounting Today&rsqho;s Top 100 Most Influential People in Accounting.
As an in-demand speaker and author of The Designated Motivator series, Dawn emphasizes that motivation and strategic planning are essential for success. Through her exclusive 1:1 coaching program, she provides firm owners with actionable insights, a clear growth plan, and a tech-savvy, streamlined practice to achieve the freedom of working just six hours a day while growing their business.
Adam Lean is a former accountant turned 2-time entrepreneur who built, scaled, and sold two businesses. While helping other business owners, he realized his passion was teaching and providing tools to business owners to help them make more money and have a peace-of-mind. He currently runs The CFO Project - a training company that trains financial professionals on how to offer an outsourced CFO and business advisory service.
Jeremy Wells Jeremy Wells, EA, CPA, is COO and Head of Tax at Steadfast Bookkeeping. He became an enrolled agent in 2018 and a Florida certified public accountant in 2022. He is a member of the American Institute of Certified Public Accountants (AICPA), the National Association of Tax Professionals (NATP), and the National Association of Enrolled Agents (NAEA). He helps tax professionals with educational and thought-provoking content at JWellsTax.
For more than two decades, attorney and TRN founder Eric Green has been helping taxpayers successfully navigate some of the most serious IRS representation cases. He has been recognized by Super Lawyers in the field of Tax and is a Fellow of the American College of Tax Counsel. Having lectured to more than 70,000 practitioners on civil and criminal tax topics, Eric is one of the nation’s best known lecturers in continuing professional tax education. As a nationally recognized, in-demand expert in IRS resolution, Eric continually mentors and trains hundreds of accountants and attorneys looking to grow their own tax representation practices to create a new revenue stream while helping taxpayers and business owners resolve critical financial problems. He is also the author of multiple books and technical tax guides, including the most recent, How to Build a Million Dollar Tax Representation Practice.
Brian is a Senior Technical Representative at GruntWorx, LLC. Prior to joining GruntWorx, Brian spent 16 years in the financial services industry, where he developed a strong foundation in operational efficiency skills that have contributed to his continued success in supporting GruntWorx. With over eight years of experience helping clients maximize the value of the company’s automation solutions, he plays a key role in educating users, and helping firms seamlessly adopt and integrate GruntWorx solutions into their workflows.
With a strong track record in the SaaS industry for over 5 years, Jonathan brings a strategic, client-first mindset to his role as a Sales Executive at Ignition. He specializes in helping businesses modernize their operations through scalable technology solutions, combining technical insight with a consultative approach. Outside of work, he’s an avid golfer with three hole-in-ones!
Rob is an ambitious sales leader who has a proven track record of successfully building teams within the startup world. Throughout his career, he has shown a strong commitment to creating and implementing sales strategies from the ground up while coaching, managing, and supporting fast growing sales teams. Outside of the sales world, Rob enjoys hitting the golf links and cheering on his Clemson Tigers.
Hosted by a powerhouse lineup—GruntWorx, Liscio, Ignition, RCReports, and The CFO Project—TaxRevolution is your launchpad to a smarter, streamlined, and future-ready practice.
GruntWorx offers secure, cloud-based automation for tax document organization and data entry. Trusted by thousands of firms to save time and reduce errors.
Liscio is a modern client experience platform built for accounting firms. It replaces email with secure messaging, document exchange, and task tracking to delight clients and teams.
Ignition simplifies client engagement with smart proposals, automated billing, and seamless onboarding. Everything firms need to start strong and stay profitable.
RCReports provides reasonable compensation analysis for S-Corp owners, ensuring compliance and credibility in advisory services. A must-have tool for tax professionals.
The CFO Project is a done-with-you mentorship program made up of over 500 accountants, CPAs, bookkeepers and Enrolled Agents who all have one mission: to grow their practices (and careers) through offering outsourced CFO and business advisory services.