CEO
Simplified Accounting Management, Inc.
Sam Hallburn is the driving force behind Simplified Accounting Management, Inc. and PBS Accounting and Tax Solutions. With nearly a decade of entrepreneurial experience in the financial sector and a comprehensive background spanning over 20 years in finance, marketing, HR, and sales, Sam brings a wealth of expertise. As the founder of Simplified Accounting Management, a QuickBooks and financial consulting firm catering to businesses of all sizes, Sam has earned a stellar reputation for her strategic insights and dedication to client success. Additionally, her role as the founder and CEO of PBS Accounting and Tax Solutions further underscores her commitment to empowering business owners on their journey towards growth and prosperity. Sam's impressive accolades, including her alumni status with the Intuit Accountant Council, advisory board membership with Insightful Accountant, and her active involvement as a board member of Bozeman Professional Women and the Woodard Writers Coalition, attest to her unwavering dedication and leadership in the industry. Recognized as one of Intuit's 2023 Up-and-Coming ProAdvisors, Insightful Accountant’s Top 100 ProAdvisors for 2024, and nominated for the 2023 Ignition Top 50 Women in Accounting, Sam's passion for excellence and innovation is evident in every aspect of her work!
Accounting firms must embrace technology to stay competitive and deliver exceptional client service. In her presentation, Samantha empowers accounting professionals to harness the power of technology to streamline workflows, automate tasks, and enhance client experiences. By exploring a strategic approach to technology adoption, attendees will discover how to optimize their practice without overwhelming their team with a complex tech stack.
What you’ll learn:
In today’s fast-paced landscape, technology adoption is essential, yet firms often grapple with the ever-evolving influx of tools and the challenge of using them effectively. To thrive, leaders must prioritize investments in technologies that simplify workflows, enhance collaboration, and reduce administrative burdens — empowering employees and enriching client relationships.
This dynamic panel of technology experts will explore actionable best practices and innovative strategies. Attendees will gain insights into how forward-thinking firms are leveraging cutting-edge tools, and discover what steps firms and individual professionals can take to optimize their tech stacks for greater efficiency, collaboration, and career growth.