Learn how you can save time during EOY Client Write-Ups with a cloud-based solution, and create the opportunity to build in advisory work before busy tax season. You can deliver an exemplary experience to your clients in the digital age where fewer client touches are the new norm.
The right tools will turn your end-of-year client write-up from a begrudging necessity to a powerful instrument leveraging the opportunity to build higher value advisory work into client relationships.
Learning Objectives:
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.