Carla Vaughn, MBA, Founder of Business & Financial Management Services, to be a Featured Speaker at The National Association of Tax Professionals Annual Taxposium

Carla Vaughn, MBA, founder of Business & Financial Management Services, has been selected as a featured speaker at the upcoming National Association of Tax Professionals Annual Taxposium. The event, which gathers auditors, tax professionals, and accountants from across the nation, will take place from July 24th to 27th at the Grand Hyatt River Walk Hotel in San Antonio, Texas.

Carla Vaughn has established herself as a prominent figure in the financial industry, receiving grants from renowned organizations such as eWomens Network and the Consumers United Association. She has also shared her expertise as a notable speaker for Keller Williams real estate group and the Women’s Council of Realtors. With a strong commitment to helping small businesses alleviate the stress associated with bookkeeping, taxes, and payroll, Vaughn’s client-focused approach has garnered her acclaim and recognition.


The National Association of Tax Professionals (NATP) is a leading organization dedicated to providing comprehensive support, education, products, and research services to tax professionals across the United States. With a robust membership base, NATP assists over 11 million taxpayers each year through its network of member offices.

Comprised of highly experienced professionals, NATP members bring a wealth of expertise to the tax industry. On average, members have been serving clients in the tax business for over 20 years, demonstrating their extensive knowledge and commitment to excellence. Furthermore, NATP members possess tax/financial designations and/or college degrees, ensuring a high level of professionalism and proficiency in their practice.

The strength of NATP lies in its diverse membership, which includes over 23,000 dedicated professionals spread nationwide. This vast network encompasses various tax specialists, including individual tax preparers, enrolled agents, certified public accountants, accountants, attorneys, and financial planners. Such a broad representation of professionals allows NATP to foster a vibrant community that promotes collaboration, knowledge-sharing, and industry best practices.

According to recent industry statistics, small businesses often struggle with managing their financials, which can lead to increased stress and reduced profitability. In fact, a study conducted by the Small Business Administration found that approximately 40% of small businesses incur financial losses each year due to inadequate financial management practices. The National Association of Tax Professionals Annual Taxposium serves as a vital platform to address these challenges and equip professionals with the knowledge and tools needed to provide exceptional financial management services.

When asked about her inspiration for becoming a featured speaker at the Taxposium, Vaughn stated, “I wanted to empower professionals in the accounting field to achieve greater success. Many individuals have sought our services due to dissatisfaction with other CPAs, tax preparers, and accountants who treated them with indifference. The Taxposium presented a valuable opportunity to showcase how firms can retain existing clients and attract new ones by fostering personal involvement alongside professional excellence.”

As an extension of her dedication to empowering others, Carla Vaughn recently authored the influential book, “The Money Source.” This insightful publication explores the diverse sources of wealth and challenges readers to reevaluate their attitudes toward money. “The Money Source” delves into both healthy and unhealthy habits and emotions surrounding finances, with the ultimate goal of fostering mental and emotional liberation. 

Industry studies reveal that clients highly value personalized attention and care when it comes to financial services. According to a survey conducted by Deloitte, 71% of small business owners prefer working with accountants who take the time to understand their unique needs and provide tailored solutions. The National Association of Tax Professionals Annual Taxposium aims to debunk stereotypes about unfeeling and uncaring accountants by highlighting the importance of cultivating strong client relationships.

In anticipation of her appearance at the Taxposium, Carla Vaughn shared some profound insights: “The decisions you make today, or choose not to make, will have a lasting impact on your business for tomorrow, next week, next month, and next year.” She further emphasized the importance of continuous learning and self-improvement, stating, “Every time you help a client, you should be helping yourself by learning something about them, about yourself, and about how to enhance your business.” Vaughn encourages professionals to embrace mistakes as an opportunity for growth, advising, “The sooner you learn that you’re bound to make mistakes, the sooner you will create a plan for even greater success.”


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