Client write-up software is no longer an option for CPAs who want to meet and exceed profit goals within their firm and build stronger relationships with their clients. Cloud-based client write-up software allows accountants to eliminate old, time-consuming and inefficient processes like data entry in order to focus on the growth and development of their firm with value added services. End of year is around the corner, arm your firm today with technology of tomorrow.
With manual client write-up functions quickly becoming a clunky thing of the past, it’s vital that firms grab a hold of the opportunity to advance their accounting skills, improve flexibility for their clients, and free up time for expansion. If you’re an accountant considering moving your firm, and your clients to the cloud, join us for this informative webinar that will show you a simpler way to close out the year with client write-up services.
Learning Objectives
AccountingSuite
Sales and Marketing Director
[email protected]
(415) 462-5477
Kurt has a B.S. in Public Accounting and M.B.A. in International Business. Past lives in Accounting, Startups, Consulting, and Music.
AccountingSuite
Director of Marketing and Growth, Certified Prompt Engineer
[email protected]
(415) 462-5477 x303
Ted has worked in the accounting industry for the last 18 years and has helped accountants and bookkeepers grow their practices through technology.