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Learn how you can simplify busy end-of-year client write-ups with a cloud-based solution, reducing the mess of your clients’ books when closing while creating opportunities to build advisory work before tax season. You can deliver a superior experience to your clients in the digital age where fewer client touches are the new norm.
The right tools will simplify 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:
- Determine how to migrate client write up to the cloud
- Recognize tech to make client write up less messy and more efficient
- Identify up-to-the-minute reports with real value
- Determine the way you provide critical data to your clients
- Identify how to meet client expectations in the new age of technology
Ted McRae (AccountingSuite)
AccountingSuite
Director of Marketing and Growth, Certified Prompt Engineer
[email protected]
(415) 462-5477 x303
Ted has worked in the accounting industry for the last 18 years and has helped accountants and bookkeepers grow their practices through technology.
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