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Free cpe webinars
Eliminate End Of Year Client Write-Up Pains While Building Advisory Opportunities
Business Management and Organization

ELIMINATE EOY CLIENT WRITE-UP PAINS WHILE BUILDING ADVISORY OPPORTUNITIES

Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 11, 2018
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaBusiness Management and Organization
Course LevelBasic
Who Should AttendCPA - small firm
CPA - medium firm
CPA - large firm
Other
Course Description

Learn how you can save time during EOY Client Write-Ups with a cloud-based solution, and create the opportunity to build in advisory work before busy tax season. You can deliver an exemplary experience to your clients in the digital age where fewer client touches are the new norm.

The right tools will turn your end-of-year client write-up from a begrudging necessity to a powerful instrument leveraging the opportunity to build higher value advisory work into client relationships.

Learning Objectives:


  • Migrating client write up to the cloud

  • Utilizing tech to make client write up more efficient

  • Generating up-to-the-minute reports with real value

  • Transforming the way you provide key data to your clients

  • Meeting client expectations in the new age of technology

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Ted McRae (AccountingSuite)

CustomBooks


Accountingsuite

Ted has worked in the accounting industry for the last 18 years and has helped accountants and bookkeepers grow their practices through technology.

About Our Presenter

Accountingsuite
SOFTWARE FOR STARTUPS, ENTREPRENEURS AND GROWING COMPANIES Our mission is to provide easy-to-use, no-nonsense, scalable business software for startups, entrepreneurs, and growing companies to manage their finances and day-to-day operations. Our vision for AccountingSuite is to give you, your employees and business partners easy, secure access to company information from anywhere on the planet -empowering everyone at your company with the information that often makes the difference between gaining new customers and losing them to the competition. AccountingSuite is built on the 1C:Enterprise platform that is used daily by several million users in the business and government sector. 1C:Enterprise is a very flexible and scalable platform that meets the needs of companies ranging in size from a single user to thousands of users. By utilizing the 1C cloud based platform, AccountingSuite can easily scale with you as your business grows.