View a Previous Aero Workflow Webinar

We recently had a chance to hang out with Appy Hour. If you missed it, you can watch the episode below.

5 Keys to Profitable Fixed Fee Services

The DNA of a CAS Firm

In a world of change, accounting professionals are looking for the “how”. How to communicate? How to collaborate? How to leverage technology? Laura Redmond, awarded 2019 Top Client Accounting Service ProAdvisor, goes behind the scenes to share her firm’s methods for running a modern CAS practice. She will provide details that you can incorporate into your own business, including successful solutions for marketing, sales, onboarding, service delivery, and support. Watch on CPA Academy website for CPE credits

The Intentional Firm

Laura Redmond’s session from Connect 2017

Proactively manage your firm’s service delivery workflow to create efficiencies in your firm in order to improve profitability and strengthen your ability to provide exceptional service to your clients.