Learn from accounting industry experts
how to start, grow and transition
Every month focuses on a specific time and aspect of your business
March’s theme : Grow your practice
April’s theme : Changing role of the bookkeeper
May’s theme : Grow your practice
September’s theme : Setting up your business for success
Speaker: Dianna Thorne
No physical office or room left at the office? Find out how to hire staff that can work for you virtually. Find out how to:
October’s theme : Setting up your business for success
Speaker: Kellie Parks
Make it easy so it gets done!
Cloud accounting is marvelous for creating real time data to provide your customers with agile information they can use use to grow and prosper. But this ideal environment can only exist if they have effective communication and sharing processes with you. This is a collaborative relationship and you can only “do for them what they have provided for you”. And the easier you make for them the more likely they are to accomplish their tasks.
Setting yourself up for success is about managing expectations and having clear processes more than it is about the apps you choose.
In this session we will talk about the importance of templating and automating your communications, providing clear directions for document sharing and setting expectations around how & when communications and work will be conducted.
Speaker: Jennifer Bauldic
You only get one chance to make a first impression. In business, it is that first interaction where the customer often makes a snap decision on who you are and what it will always be like to work with you. In this webinar, you will learn some easy to implement strategies to re-engage your existing customers which will spill over and become your habit with all new customers. We will talk about how to:
November’s theme : Streamlining your Practices
Speaker: Mike Di Lauro
If there’s one lament almost every accounting professional makes, it’s about not having any sales skills. Yet we practitioners, where our key focus isn’t on sales, still have something that most sales and marketing professionals don’t have. And that’s a strong relationship with our client base. In this one-hour webinar we’ll discuss:
Speaker: Tammatha Denyes
There is a life cycle to every business. Birth, growth, stabilization, and the retirement or death of the business. At the end of the life cycle, our general expectation is not to walk away, but to recoup the lifeblood that we have invested and earn a profit too. Cloud based tax planning and advisory service business owners have the same expectations as their non-cloud based counterparts and have one or two advantages that position their businesses as ideal purchases for buyers. Join us and learn how you can successfully position and prepare to sell your cloud based, forward thinking business when you are ready to retire.
December's theme : Streamlining your Practices
Speaker: Tammatha Denyes
Value pricing. You have heard these two words bantered about. But how can you implement value pricing in your practice? How do you introduce and sell your already existing customers to the merits of this change? Let’s take the time to learn how to value price a customer using true to life examples and tips on how to convert your existing customers to your new way of thinking. As a bonus for all attendees, we will close with additional “value adds” that will not only allow you to increase your price on a yearly basis, but up-sell and increase the value of each contract with each customer.
Speaker: Andrew Wall
The Accounting and bookkeeping world is in an era of change. There are a number of macro trends that will have a huge impact on our industry. You can chose to sit back and watch these changes take place or you can opt to transform your business to leverage this changes. In this session we will cover the top ten industry trends and how they will impact your business.
January's theme : Streamlining your Practices
Speaker: Tanya Hilts
Getting past client objections can be a stumbling block for our industry working in the cloud. Especially when it comes to talking to clients about gaining access to their banking information through the applications we use, including QuickBooks Online bank feeds. Concerns about security, password and what information will be visible are all objections. Join Tanya Hilts for this hour long webinar to gain insight and guidance on the most common client objections and how to turn them around. Learn how to predict the objections so you can address them before the client even has a chance to present them to you.