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Free cpe webinars
Streamlining Client Cleanup Projects in Your Accounting Firm

CREATING A PRODUCTIVITY FRAMEWORK FOR YOUR ACCOUNTING FIRM

Cost Free
Presentation Length 1.0 hour

Recorded DateNovember 2, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

When it comes to improving productivity in the accounting world, most services and software focus on the accounting work itself, but what about everything else? Where do you learn how to be efficient in administrative work, in client communication, and in collecting documents and statements from clients? This class goes back to basics and answers just that.  In this webinar, you will learn how to build a framework for all the 'other stuff' and learn best practices for increasing efficiency and productivity in your firm.

This webinar is well-suited for any accounting, tax, bookkeeping, or financial professional who needs to exchange sensitive data with their clients and wants to make the process secure, easy, and a seamless part of their client's day.

Learning Objectives:


  • Identify common time-wasting traps that firms of all sizes fall into

  • Assemble re-usable documents and repeatable processes that will contribute to your overall productivity levels

  • Outline standard procedures that create a friction-free environment, with just the right balance between practitioner needs and client behavior

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Meet Katey. She’s a paddle boarder, music lover, Zumba instructor, and travel enthusiast who’s been to 45 countries. She graduated from Baylor University in Waco, Texas, and began a career in the fashion industry. But after coming down with Dengue fever during a 2016 trip to Vietnam, she decided to focus her efforts on the accounting profession. And so Millennial Accounting was born. Katey loves training, encouraging, creating processes, and introducing her clientele to new apps and technology. Millennial Accounting primarily serves two niches (real estate/property management and e-commerce) and is on a mission to serve, inspire, educate, and problem-solve. Katey currently resides in Miami, Florida. We are so grateful to have this traveling, dancing, fashion-loving accounting professional in our CPA Academy family!

About Our Sponsor

Lisciologo
Liscio’s mission is to empower professional services firms of all sizes to put their clients first. By starting with the customer and delivering a secure mobile platform for them to exchange sensitive information with you, Liscio delights clients, increases engagement, and deepens their connection to the firm.  Client Experience 2.0 begins with Liscio.