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On-demand Webinar:

Q3 Filing Prep for Accounting Teams

Build a Smoother 1099 Workflow for 2025

    Agenda

    • Accuracy at Scale: The New Mandate for Large Firms Why large firms can’t afford 3% error rates across 10,000+ forms
    • Penalties, reputation, and rework: The compounding cost of imprecision
    • Why the real filing deadline is in Q3 not January 
    • Breaking the Cycle: From Reactive Filing to Predictive Readiness Why most firms still rush in Q4 (and how it burns 60+ hours per client)
    • The blind spots: fragmented data, undefined rules, ad hoc recipient outreach
    • Case example: $70K in avoidable rework from late-stage corrections
    • Q3 Power Moves: How Top Firms Build for Accuracy Early Data validation at scale: Cleansing, mapping, and running bulk checks
    • Form rule-setting: Templates, thresholds, alerts, and approval logic
    • Dry-run simulations: Catching rejections before they happen
    • Cross-functional prep: Syncing AP, tax, and client success teams
    • Inside the Enterprise Filing Playbook
    • Step 1: Run a bulk TIN match by August to flag mismatches early.
    • Step 2: Build rule-based templates per client vertically.
    • Step 3: Assign roles and auto-reminders for internal reviews
    • Step 4: Launch recipient W-9/W-8 outreach campaigns now.
    • Step 5: Validate delivery method preferences in Q3, not Q4
    • Outcomes: What Accuracy Looks Like in January: 100% IRS acceptance on first pass
    • Fewer escalations, corrections, and client complaints
    • Zero late filings, with full audit trail visibility
    • 60%+ time savings and higher margin per engagement

    Speaker

    Jeffery Cronin

    (Chief Strategy Officer, Zenwork)