TfP 012. Creating Balance Without Losing Business

About this episode

Brenda Cannon discusses how her firm improved busy season management through intentional changes and workflow control.

Brenda Cannon , Partner at Cannon & Associates, CPAs, shares how her firm rethought busy season by scheduling every tax return to prepare and control the workflow. From setting clear boundaries and prioritizing ideal relationships, to encouraging clients to file extensions, Brenda breaks down how intentional change can create a healthier, more sustainable work environment. Tune in to learn how to normalize a better busy season. To find out more about transforming your business model, explore our business model transformation resources at aicpa-cima.com/tybm . You'll also see a link there to all of our previous podcast episodes. This is a podcast from AICPA & CIMA , together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here . Your feedback and comments welcomed at podcast@aicpa-cima.com

People in this episode

Guest: Brenda Cannon

Topics covered

• work-life balance
• busy season management
• client relationships
• workflow control
• sustainable work environment

Keywords

• busy season
• tax return preparation
• work environment
• client extensions
• business model transformation

Mentioned in this episode

Organizations: Cannon & Associates, CPAs, AICPA & CIMA, Association of International Certified Professional Accountants, aicpa-cima.com

More episodes of Transforming: Tales of Business Evolution

• TfP 020. Elevating Women's Initiatives to Drive Transformation · April 10, 2026 · 40 min
• TfP 019. Intentional Firm Growth That Actually Works · March 10, 2026 · 44 min
• TfP 018. Burnout Prevention in Action · January 23, 2026 · 45 min
• TfP 017. Getting Ready for 'Busy Season', Part II · December 18, 2025 · 48 min
• TfP 016. Beyond the Numbers: Real-World Insights from the MAP Survey · December 4, 2025 · 43 min
• TfP 015. Governance That Builds Culture · October 9, 2025 · 49 min