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lindseylutz
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Join date: Jun 9, 2025
Posts (15)
Aug 12, 2026 ∙ 1 min
Beyond Fear: The Courage to Begin Again
Small steps can lead to meaningful change. Hear inspiring stories the “Curtain Call” retreat, including Katie Helle’s journey from CPA burnout to building her own firm. Enjoy the conversation hosted by Questian Telka, EA & Nancy McClelland, CPA here.
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Aug 5, 2026 ∙ 1 min
Automating Your Tax Firm’s Workflow
A practical guide for tax firms, hosted by M. Katie Helle, CPA. Discover how to introduce automation into your firm’s workflow, streamline processes, and improve efficiency. This Juno webinar provides practical insights to help your firm work smarter and prepare for the future. Grab a cup, get comfy, and listen here.
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Jun 10, 2026 ∙ 1 min
A Firm Built on Purpose
Overcoming burnout to build a better business: Two Cents Magazine learns how Katie Helle worked to lose the burn out and build her own path to success. Take a few moments to listen here.
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