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5 STRATEGIES TO MANAGE YOUR ACCOUNTING WORKFLOW

Cost Free
Presentation Length 1.0 hour

Recorded DateJuly 12, 2018
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Join us for this webinar for an introduction to practice management and workflow using cloud-based systems. Laura Redmond will walk you through how to design a practice management system that allows you to manage and track deadlines, staff and client communications, resources, and documents. The webinar will provide a path to systemizing your firm’s workflow in order to allow firm principals to be able to step back from day to day work and be able to manage their firm on a higher level.

Learning Objectives:


  • Identify uses of technology to improve external and internal communications

  • Define how to organize staff task management systems and task resources for supporting the task completion

  • Analyze and allocate practice resources

  • Recognize the need to be deliberate about selecting systems to integrate


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Testimonials
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Gerald Hacker (Inspire Event Technolgies, LLC)

"Very informative webinar."
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GENEIVE PANTON (CBA TAX PREPARATION SERVICE)

"Extremely informative."
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Kathryn, CA

"Great overview of how to improve productivity in ways that may not be obvious to many. Great suggestions and recommendations for what types of business to accept and why. Food for thought and can be applied even in non-profit or volunteer situations. Great presentation!"
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Yolanda, TX

"I REALLY ENJOYED this webinar! It INSPIRED my desire to start an accounting business of my own."
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Laarni, CA

"Short, concise and high impact"
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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Laura Redmond

Aero Workflow
CEO/Founder Redmond Accounting, Aero Workflow, Redmond Academy
lredmond@aeroworkflow.com
(434) 466-9098

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Laura Redmond is the CEO of Redmond Accounting Inc (RAI), a boutique firm providing CAS centered around QBO and its ecosystem of apps.  Laura was awarded 2023 Top QBO Advanced MidMarket ProAdvisor, 2019 Top Client Accounting Services ProAdvisor, and 2014 Leading QBO Practice.  Laura created Aero Workflow, an app used by accounting firms worldwide to manage service delivery. Laura co-authored many of Intuit’s QBO certification programs for accountants and presents sessions at national accounting technology conferences and virtual webinars.

About Our Sponsor

Canonseeimpossible cmyk xl
Innovation has been a key ingredient in Canon's success throughout our history. We are one of the most prolific inventors of consumer and professional imaging solutions. Whatever the product, our emphasis on quality as well as original technologies has earned us the trust of customers around the world.