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Course Title: Break Free From Busy: Simple To-Do Solutions for CPAs and Bookkeepers Course Field of Study: Personal Development Date Attended: 5/27/2025 CPE Hours Earned: 1.0 Presenter: Marcey Rader CPE Provided by: RaderCo

Discussion Questions

1. What did you learn in the Webinar? The webinar really focused on how CPAs and bookkeepers can get out of that constant "I'm so busy" mode. I learned that most of us are using our to-do lists all wrong just dumping tasks there without actually thinking through what needs to happen next. The speaker shared tips for breaking down tasks into smaller, doable steps, and how to stop letting our inboxes and mental clutter run the day. One thing that stood out was the idea of focusing on "next actions" instead of just big goals or vague reminders.

2. How will you apply what you learned in your accounting profession? I plan to start using a more organized task system instead of scribbling random to-dos on sticky notes. Especially during tax season or client deadlines, I think breaking down big jobs into smaller pieces will help me stay on track and avoid that last-minute panic. I also liked the idea of setting time blocks for focused work I'm definitely going to give that a try.

3. How would you evaluate the CPE Webinar and why? I thought it was great. It was easy to follow, not super technical, and it felt really relevant to what we go through as accounting pros. The presenter gave simple tips that you can actually use not just productivity buzzwords.

4. Based on your evaluation, would you recommend others "take" or "skip" this Webinar? Why?

I'd say take it. If you ever feel like there's never enough time in the day or like your to-do list is running your life, this webinar is worth an hour of your time. It's especially helpful if you're a solo CPA or work in a small firm where you're wearing multiple hats.