What 1099s Are Really Telling You

For many accounting firms, 1099 compliance is a stressful, deadline-driven process that creates unnecessary chaos every January. But what if your 1099 workflow could do more than ensure accurate, timely filings? What if it could also reveal opportunities to improve client profitability, strengthen service offerings, and support your firm's long-term growth?

Join Shana Cooper, CPA, founder of The AccountAbility Team, LLC, as she shares practical insights from her experience building a comprehensive 1099 compliance process from the ground up. Discover how a structured, repeatable workflow can simplify vendor management, improve filing accuracy, establish team accountability, and reduce dependence on firm owners. From W-9 collection and EIN verification to threshold tracking and quality checkpoints, you'll explore the essential components of an effective year-round compliance strategy.

Beyond compliance, this webinar reveals how the information gathered throughout the 1099 process can become a valuable source of business intelligence. Learn how to identify client profitability trends, uncover billing gaps, evaluate service packaging opportunities, and make more informed decisions about pricing and client relationships. Through real-world examples, Cooper demonstrates how transforming a routine compliance obligation into a strategic business process can create greater efficiency, stronger client relationships, and new opportunities for firm growth.

• The complete 1099 compliance lifecycle and year-round preparation
• W-9 collection, EIN verification, reporting thresholds, and account mapping
• Team responsibilities, documentation standards, and quality controls
• Identifying client profitability trends and billing gaps
• Evaluating client pricing, service packaging, and workflow systems
• Leveraging compliance data to support strategic firm growth

• Build a repeatable 1099 compliance process by identifying the essential phases, documentation standards, and quality controls needed to improve accuracy and reduce year-end stress.
• Strengthen vendor management by applying proactive practices for collecting W-9s, verifying taxpayer information, tracking reporting thresholds, and maintaining reliable client records.
• Improve team accountability by establishing clear responsibilities and review checkpoints that allow your team to manage compliance workflows with less owner involvement.
• Uncover client profitability insights by recognizing how compliance data can reveal billing gaps, pricing challenges, and opportunities to improve client relationships.
• Identify opportunities for firm growth by using insights from your 1099 workflow to evaluate service offerings, refine pricing strategies, and make more informed business decisions.

Turn an annual compliance obligation into a strategic advantage. You'll walk away with practical approaches to simplify your 1099 process, empower your team, and uncover valuable insights that can help you build a more efficient and profitable accounting firm.

Who Should Attend?

This webinar is designed for accounting firm owners, accounting managers, senior accountants, and professionals responsible for 1099 compliance, client services, and firm operations. Whether you're developing your first documented compliance workflow or improving an existing process, you'll gain practical strategies for increasing efficiency, reducing risk, and identifying opportunities for business growth.