Join Christos Liondaris, founder of Liondaris & Co Accountants during this fireside chat, as he speaks to us about how he streamlined his firm’s workflow in order to be more efficient with his time, enabling him to grow his business. Find out why he moved to a paperless office, what software he used to improve […]
Resource Category: Events & Webinars
How to Move From Compliance to Advisory
Clients are looking more and more for a business partner or financial director relationship from their accountants (and bookkeepers), and in this even faster-paced and unpredictable business environment we are increasingly expected to be able to help our clients make critical business decisions, fast. In this session we will discuss what services we should be […]
Creating Your Strategy: Prepare, Reflect and Project
Prepare The best way to plan for a strategic session? Be strategic about it! In this session I will cover what I do to prepare for a really in-depth strategic session with myself, from deciding when and where I will hold the session, to the agenda I would prepare for myself, to what exercise I […]
How to Build & Streamline Your Client Onboarding System
So it’s busy season and new clients are coming out of the woodwork. Now what? Most successful accounting and bookkeeping practices focus on getting new clients. But what happens when they arrive? Your onboarding process is staring you in the face… and the new clients are waiting! In truth, effective and smooth onboarding starts well […]
Cybersecurity: “That Won’t Happen to Me!”
Cloud and mobile technology are integral parts our daily business and personal lives. As we embrace apps and electronic communication to get more done in ‘real time’ for ourselves and our clients, are we unknowingly exposing sensitive information that could trigger disaster? Cyber-crime is real, and it’s on the rise. As accounting professionals we are […]
Learn How To Use DocuSign with SmartVault
Join us to learn how to integrate DocuSign with your SmartVault account and create a fully automated, secure workflow for obtaining signatures. We’ll show you how to configure your account, set your preferences, and send a document for signature. During the one-hour session we’ll cover: Benefits of SmartVault’s enhanced integration with DocuSign How to create […]
IRS Regulations and Identity Theft – Are You Following The Rules & Are You At Risk
In this webinar, we will be discussing the importance of KBA’s and the regulations explaining why our role as practitioners has become critical. Identities, both personal and business, are valuable products for those who steal them and sell them or use them for their own benefit. But this conversation is much more than stealing identities. […]
How to Create the Ultimate Tax Workflow with Lacerte & ProSeries
While you’ve most likely heard about the benefits of an automated workflow, the key to see real results is an integrated workflow. If the apps you’ve chosen to automate specific tasks don’t talk to each other, you’re just creating more manual work for yourself. An automated and integrated workflow will not only increase the efficiency […]
Cybersecurity for Bookkeepers
As we continue to work more collaboratively in the cloud, cybersecurity is a growing concern for those entrusted with sensitive financial information. As a bookkeeper, you are especially at risk. Watch this on-demand webinar to learn how you can protect yourself and your clients online. You’ll learn: What is involved in cybersecurity and why bookkeepers […]
Get to Know SmartVault for Tax Prep
In this session, we’ll demonstrate: How an integrated document management and client portal solution can speed up and simplify your workflow Printing and sharing tax returns right from your tax prep application, in a single step Streamlining the process of collecting documents from clients, and distributing client organizers Improving your security posture with a secure, […]
New Client Magic: Automating Your New Client Workflow
Converting virtual bookkeeping prospects into clients can be difficult and clunky from a workflow standpoint. Selling your services can feel uncomfortable unless you’re confident that you have what it takes to serve the client’s true needs. But once you have that nailed, how do you make it easy for them to sign up and get […]