September 15, 2026 | 10:00 AM PT · 1:00 PM ET
Tax season 2027 is closer than you think; are you setting your firm up for success or a massive headache? If you are still relying on messy manual workflows, you are draining your team's time and energy before the real work even begins.
Join Forwardly CEO Nick Chandi and Seth Fineberg for an honest conversation presented by Ace Cloud Hosting, about the biggest workflow mistakes accountants make before tax season even starts. Take control of your processes now before the chaos hits.
Who should attend
Accountants, bookkeepers, and firm owners looking to streamline their processes, avoid burnout, and eliminate bottlenecks before the next busy season.
What you'll walk away with
How to identify the messy workflows that drain time and energy during busy season.
How smart automation tools can keep your firm moving smoothly.
The power of real-time automatic reconciliation for staying ahead of the curve.
Highlighted guests
Accountants Forward
Seth Fineberg is the founder of Accountants Forward. With over 30 years of experience in the accounting profession, he has witnessed firsthand how firms are evolving their services to remain relevant and responsive to client needs.
Seth is a seasoned business journalist and experienced editor, passionate about researching and delivering valuable insights into what drives business success.
Forwardly
Nick Chandi is the CEO and Co-Founder of Forwardly, an AI-native payments platform built to modernize AP and AR for accounting firms and growing businesses. Before Forwardly, Nick built and exited multiple successful businesses during his two-plus decades in accounting technology. He regularly speaks and writes about payments, cash flow, and building scalable financial operations.
By:
Jane Ingram
Published
