Webinar

Do you have the feeling you’re spending more time than you should in completing financial statement services work (and not enough adding value to ensure client loyalty)? Having “guardrails” and an efficient workflow for all preps, comps and reviews (including wrap-up to delivery) helps you avoid overworking engagements, draining resources, and streamlines interactions with your client.

View this webinar to learn about new strategies and related CPA-specific technology that removes barriers and provides unique opportunities to add value. During the webinar, Matt Towers and Steven Menges, Product Leads at CPA.com, discuss how to:

• Improve preparation, compilation and review accuracy and efficiency
• Create integrated transparency into collaboration efforts, both internally and with clients
• Standardize report issuance to infuse more transparency and efficiency into that process
• Add value your clients (and their customers) will notice