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The Remote Advantage for Growing Your Accounting Firm in the new Normal
Business Management and Organization

THE REMOTE ADVANTAGE FOR GROWING YOUR ACCOUNTING FIRM IN THE NEW NORMAL

Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 17, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaBusiness Management and Organization
Course LevelBasic
Who Should AttendCPA - small firm
CPA - medium firm
Other
Series: Women in Accounting
Course Description

Running an accounting firm has significantly changed in the past decade with the advancements of technology, and now in 2020, Post-COVID world, it is changing more than ever. Firms are forced to leverage all the technological advances available to them and deliver high touch client services in our new normal.

Understanding how each aspect of our firm connects and balances each other is critical in having an effective, efficient, and more profitable practice. Client intake, billing, and service delivery are just as important as ever. As our practices, services, and technology evolve, so should the client experience and how we collaborate with them.

Learning Objectives:


  • Identify practice management: how your firm can use technology to manage operations while growing a client base in a virtual environment

  • Determine how to cloud-enable your practice: learn the best approach for evaluating cloud solutions exclusively for accounting firms

  • Identify tools for client collaboration and strategies to create high touch, yet efficient client experience

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Nicole Fluty

AbacusNext
Product Manager, OfficeTools
[email protected]
(858) 882-4840

Abacusnext2

Nicole has been with OfficeTools for over a decade, and OfficeTools has been providing a Practice Management solution for small and mid-size accounting firms for almost 20 years. Nicole directed and managed new feature rollouts and quarterly public updates that were delivered to thousands of users. In this time, she perfected her strengths in developing a practice management solution and understanding the accounting profession’s needs. She is now the Product Manager for OfficeTools. Over the last year, she has been working directly with a core group of Software Engineers and Quality Assurance individuals to ensure the award-winning product into the future. She also travels the country to meet with accounting professionals to understand better and design practical solutions to common issues. In her off time, you can find her exploring California’s national parks with her family and enjoying a glass of chardonnay.

About Our Presenter

Abacusnext2
As the largest Technology-as-a-Service (TaaS) provider for the professional services sector, AbacusNext helps legal and accounting professionals achieve ultimate success and peace of mind through the delivery of a complete suite of compliance-ready technology solutions designed to support a secure and cloud-enabled practice at a cost they can afford. Our portfolio of turnkey solutions include hardware, software and infrastructure on a pay as you go model; Practice Management, Client Resource Management (CRM), Payment Processing, Email, Desktop as a Service (DaaS) and Managed IT. To sign up or learn more visit AbacusNext.com.