Managing Workflow in a Modern Bookkeeping Practice
How can a modern bookkeeping practice capture their knowledge capital, make the best use of various cloud accounting apps, provide the right tools and resources to the team, and make sure that quality client services are delivered on time, every time? Laura Redmond will demonstrate how to manage all this with the workflow and practice management tool Aero Workflow. December 4 at 3pm Eastern.
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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.