CPA - small firm
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Small Business Owner
This webinar will provide accounting professionals with a roadmap to selecting and implementing new software solutions that will increase firm efficiency and improve client satisfaction. Attendees will learn how to translate pain-points into search criteria that will help them filter through a crowded marketplace and select the best apps for the firm. We will finish with an overview of steps the firm can take to make sure that new apps are successfully implemented.
Course Objectives:
- Determine the requirements for a new solution
- Discuss methods for finding and evaluating solutions
- Identify best practices for implementing new solutions
Laura Redmond
Aero Workflow
CEO/Founder Redmond Accounting, Aero Workflow, Redmond Academy
[email protected]
(434) 466-9098
Laura Redmond is the CEO of Redmond Accounting Inc (RAI), a boutique firm providing CAS centered around QBO and its ecosystem of apps. Laura was awarded 2023 Top QBO Advanced MidMarket ProAdvisor, 2019 Top Client Accounting Services ProAdvisor, and 2014 Leading QBO Practice. Laura created Aero Workflow, an app used by accounting firms worldwide to manage service delivery. Laura co-authored many of Intuit’s QBO certification programs for accountants and presents sessions at national accounting technology conferences and virtual webinars.
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