| Part 1: |
Develop & Communicate a Compelling Business Case for Cloud-Based Accounting Services
Explore the benefits of structuring your practice using cloud solutions. Learn best practices for client proposals that offer a compelling ROI, including:
- Performing a client assessment
- Restructuring client workflow
- Costing and proposing your services using the new Trusted Business Advisor's Estimating tool
Speakers: Darrell James, CEO Levycin, LLC; and Melissa Rothchild, VP, CPA2Biz, Inc. |
Part 2: |
Boost Firm-Wide Productivity with an automated Workflow
Solution
Reduce costs and increase revenue. Learn how the Cloud can help you move beyond traditional workflow processes that inhibit productivity and profitability:
- Do partners, managers and staff often forget to update tracking logs?
- Are you constantly searching through stacks of data for information while a client waits on the phone?
- Do you organize your day by the paper piles on your floor?
Speakers: John Higgins, CPA.CITP, CPA Crossings, LLC; Glen Keenan, CPA/President, XCM Solutions, LLC; and Melissa Rothchild, VP, CPA2Biz, Inc.
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| Part 3: |
Create New Sources of Revenue with Cloud-Based Accounting Applications
Learn how cloud-based accounting solutions, like Intacct Accountant Edition, can improve client services, deliver new opportunities, improve productivity, and give your firm a competitive edge. You'll learn how to:
- Gain real-time access to client financials to deliver strategic advice and improve client collaboration
- Streamline & automate workflows to drive efficiencies and data accuracy
- Provide higher-margin consultative and CFO services to boost ROI
- You’ll also hear from a practitioner who has benefited by using cloud tools in their firm.
Speakers: Daniel Druker, SVP, Intacct; Cindy Brinker, Principal, Brinker, LLC; and Melissa Rothchild, VP, CPA2Biz, Inc. |
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