Products
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How to Reclaim Your Time as a Solo Firm Owner - With Kelly Gonsalves
CourseBeing a Solo Firm Owner has its benefits! But it also means you have to manage your time very carefully. Join Kelly Gonsalves as she shares 3 essential tips to manage and save time as a solo firm leader. This course is 15 minutes long.
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Introduction To Xero For Accounting Professionals
CourseJoin the Xero Training Team as they demonstrate how Xero handles key functions like Custom Reporting, Bank Reconciliations, Cash Coding and more. This course is ideal for any accounting pro who wishes to see Xero in a self-guided fashion.
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How to Create Workflow Checklists - With Shahram Zarshenas
CourseWorkflow checklists help firms save hours on repetitive work, standardize important processes and reduce errors - drastically improving work quality. Join Shahram Zarshenas as he shares how to quickly create checklists so you can get organized!
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How to Get Clients To Respond on Time - with Lynda Artesani
CourseIf your clients don't always respond on time, this may be the best 15 min you've ever invested. Lynda Artesani shares her proven 3-step process to get your clients to respond on time, to understand your workflow, AND to use your chosen tech.
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How to NEVER Regret Accepting a New Client, with Loren Fogelman
CourseThe cost of working with a headache client extends far beyond the obvious. Loren Fogelman shares key ways to protect your accounting firm from engaging the wrong client. This course is 15 minutes long.
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RPA in Action: Streamline Your Workflow with Power Automate Desktop: Scraping QBO Data and Automating Bank Account Updates
CourseThis 15 min course is an introduction to Power Automate Desktop, a powerful tool that allows users to automate repetitive tasks and streamline workflow processes.
