This webinar was held on Thursday, December 5, 2024 at 1:00pm ET
Sponsor: Canopy Software
Duration: 1 Hour
Join us for an insightful webinar designed to help accounting firms transform their workflows by first identifying and understanding their core and additional services. Through practical strategies and real-life examples, you’ll learn how to tailor workflows to specific service lines, eliminate unnecessary steps, and create a more efficient, organized, and profitable firm.
In This Webinar, You’ll Learn How To:
- Pinpoint the unique needs of each service your firm offers, from bookkeeping to advisory, and build workflows that support those needs.
- Map and analyze your current workflows to uncover bottlenecks, gaps, and areas ripe for improvement.
- Create standardized yet flexible workflows aligned with your offerings for smoother client expectations.
- Implement new processes across your firm and effectively train your onboarding team to ensure client success.
Don’t let workflow chaos slow down your firm’s success! Join us to gain the insights and strategies needed to transform your operations from the ground up by starting with the simple step of defining your offerings.
Who Should Attend:
This webinar is ideal for accounting firm owners, practice managers, and anyone involved in improving efficiency and managing client services.
| Program Level | Basic |
| Prerequisites | None |
| Field of Study | Business Management and Organization |
| Advance Preparation Needed | None |
| Delivery Method | Group Internet-Based |
| Recommended CPE Credit | 1 Credit per 50-Minute Session |
| Registration Instructions | Register Online |
| Cost | Free |
| Complaint Resolution | editor@cpapracticeadvisor.com |
Presented by:
Liz Scott is an accounting technologist and an Advanced Certified ProAdvisor who helps businesses leverage the best technology solutions for their needs. She is the owner of Liz Scott Training & Consulting LLC, where she provides technical training and on-demand resources for best-in-class apps and solutions in the accounting space. She is also a member of the exclusive Intuit Trainer/Writer Network and the co-host of the QB ‘Appy Hour with Liz and Heather, a fun and informative webinar series that showcases the latest technology trends and best practices. Liz has been recognized as the Insightful Accountant Top Educator/ Trainer/ Writer ProAdvisor for her contributions to the accounting community. You can connect with Liz on Facebook, Twitter, and LinkedIn.
Facebook – https://www.facebook.com/LizScottQBO
Twitter – https://twitter.com/lizscottqbo
LinkedIn – https://www.linkedin.com/in/lizscottqbo/
Moderated by:
Gail Perry is the editor-in-chief of CPA Practice Advisor. A veteran of accounting journalism, she also speaks at many accounting events, trade shows, and webinars. Gail is the author of over 30 books (including Mint.com For Dummies, The Idiot’s Guide to Introductory Accounting, and Surviving Financial Downsizing: A Practical Guide to Living Well on Less Income), and she maintains a small tax practice. Gail is a graduate of Indiana University where she earned a bachelor’s degree in journalism. She returned to school to study accounting at Illinois State University, earned her CPA, and worked for Deloitte in Chicago for several years as a state and local tax accountant. She has taught introductory accounting and personal finance courses, and she is a former computer applications instructor at the Indiana CPA Society. Gail is a member of the AICPA’s PFS Credential Committee.
Special thanks to our sponsor for supporting this educational session:
Canopy is the firm-wide operating system that helps accountants build the firm they’ve always wanted. Canopy’s fully integrated practice management solution includes client management, document management, workflow, time & billing, engagements & proposals, and more. Trusted by over 3,000 accounting firms, Canopy’s solutions are SOC2-certified and data-encrypted. Learn more at https://www.getcanopy.com/.
CPA Practice Advisor is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: https://www.nasbaregistry.org/. For more information regarding administrative policies please contact Isaac O’Bannon at isaac.obannon@cpapracticeadvisor.com.
Thanks for reading CPA Practice Advisor!
Subscribe Already registered? Log In
Need more information? Read the FAQs
Tags: Accounting, Automation, Firm Management, Technology
