What to consider when building a self-sustaining firm

Bringing unique perspectives, you’ll hear how Nick Boscia, CPA strategically chose the right technology to reduce disruptions in his firm. While Nick Sinclair, CEO of TOA Global equips accounting firms with offshore support and drives home how these remote staff members succeed based on the workflows and cloud-based tech you provide.

This session will equip you with ideas and strategies to build a firm that not only survives but thrives without constant hands-on management. Get your practice ready to operate while you’re out on PTO. Help team members pick up right where they need to if someone calls in sick. Limit disruptions to your business and let yourself enjoy vacation! It’s time to build a self-sustaining firm!

Learning objectives:

• How to delegate tasks most efficiently
• Why you need to think about team training and client communication
• How to manage Financial Cents and SmartVault for remote access to client data, task management and document handling
• When outsourcing is the best option for coverage