Setting the Tone

The meeting began with a warm welcome from our managing partner, Jon Holmes, who reflected on the achievements of the past year and outlined the firm’s strategic goals for the upcoming tax season. It was inspiring to see how our collective efforts have positioned LSWG as a leader in client service and innovation within the industry. Jon took a moment to acknowledge the hard work and dedication of our team, celebrating individual accomplishments and announcing well-deserved promotions.

Celebrating Milestones

As we reflected on the firm’s growth and success over the years, we took a moment to recognize a significant milestone—2025 is LSWG’s 60th anniversary.

Emphasizing Team Collaboration

The kickoff meeting provided a valuable opportunity for our team to come together, as it can be challenging to coordinate during the busy season. We used this time to connect with our team, and ensure that everyone is aligned with the firm’s overarching goals.

Professional Development and Training

In November 2024, LSWG proudly joined AGN International, a leading global association of independent firms. Recognizing the importance of continuous learning, the meeting included a 90-minute orientation led by AGN Member Services Manager Faiz Jaffar and Regional Director Cindy Frey. During this session, our firm explored the many benefits that AGN offers and how we can leverage these resources to further enhance our growth and service.

Looking Ahead

As we look ahead to the busy months of tax season, the energy and insights gained from our kickoff meeting will guide us. With a renewed focus on client service, innovation, and professional growth, LSWG is poised to exceed expectations and deliver exceptional results for our clients.

Conclusion

Our meeting concluded with a beautifully thoughtful expression of gratitude from Jennifer Clingan, who took the time to personally thank each and every individual for their contributions to LSWG. Her words highlighted the importance of every team member’s role in our continued success.

The annual kickoff meeting at LSWG is more than just a gathering; it’s a celebration of our commitment to excellence and collaboration. It sets the stage for a successful tax season, where each team member plays a vital role in achieving our shared goals. As we move forward, we remain dedicated to innovation, growth, and providing exceptional service to our clients.  Together, we will continue to build on our legacy of success, ensuring that LSWG remains a trusted partner and industry leader for years to come.