Driving Digital Transformation
In this webinar series, you will learn how to integrate digital tools into your workflow to streamline data entry and improve the way you deliver value to your clients. Implementing a digital transformation of your practice can be much like preparing for a road trip. You need to identify your final destination, a map showing you how to get there, and you need to be prepared for the journey.
-
[SECTION] Blog Posts
-
Balancing effort and energy: The role of mindfulness, intentionality, and self-care
Jina Etienne discusses how mindfulness, intentionality, and self-care are at the core of balancing effort and energy and maintaining positive mental and physical health during stressful times.
-
Expand your CPA firm’s capacity to accelerate growth: Breaking down the 5 levels
-
Debunking the Biggest Myths About Digital Transformation
-
[SECTION]On-Demand Content
-
AP Best Practices: How to Determine the Right Payment Methods for Your Clients
In this presentation, we’ll share a step-by-step approach and best practices that will help you recommend scalable payment options for your clients.
-
Webinar: Balancing Effort and Energy: The Role of Mindfulness, Intentionality & Self-Care
-
Webinar: Stay One Step Ahead: 5 Trends Every Finance Pro Must Prepare for in 2023
When finance pros are prepared, they can get ready to navigate potential issues and drive the business forward. In this webinar Mark Brousseau reveals the upcoming 2023 trends and how to address them.
-
Webinar: How to Retool Your Relationship Building with Staff and Clients
In today’s digital age, relationship building can feel more challenging than ever. Join Amy Franko for a masterclass in how to determine which relationships get your valuable time investment.
-
Webinar: Rethinking Customer Experience in a Digital World
-
Webinar: Pricing Strategies For Accountants: There's So Much More Than The Billable Hour
-
Webinar: Storytelling through numbers in a remote world
-
Webinar: Expand Your CPA Firm’s Capacity to Accelerate Growth: Breaking Down the 5 Methods
This session will highlight the actionable methods you can take to increase your capacity constraints and continue growing in the changing landscape.
-
Webinar: Change Management & Risk Taking: The Two Secret Superpowers Of Every Accountant
-
Webinar: Perfecting packages and options with digital tech stacks
-
Webinar: Driving Digital Transformation Through People, Processes and Technology
-
How to Develop and Implement an Efficient AP Approval Workflow for Your Clients
-
Webinar: The Innovation Imperative
Masterclass hosted by Amy Franko: A firm’s strongest growth opportunities are through expanding your existing client base. Get customer experience right, and you will improve sales growth.
-
Webinar: Building camaraderie, culture, and inclusivity in a remote environment
-
Webinar: Is Your Firm Ready For Digital Transformation?
Attend this non-technical session with Donny Shimamoto to figure out which digital technologies you should be looking at and which transformation strategy may be the right one for you.
- Loading More...