Products
-
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.
-
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.
-
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.
-
Daily Sales Reconciliation Best Practices, with Jason Richelson
CourseReconciling Daily Sales Summaries and Receipts across all your selling and payment platforms provides visibility and accuracy. In this 15 min course Jason Richelson shows how to do it manually, and shares options for automating the entire process.
-
How to Monetize Your Thought Leadership, With Gaynor Meilke
CourseIf you've ever wanted to write a book, create a course, launch a podcast, etc, but don't know how to get started, this short course is for you! Join Gaynor Meilke as she unpacks the 8 elements of monetizing your million dollar mind.
-
Onboarding Clients with Excellence, with Katey Maddux
CourseKatey Maddux shares her tried-and-true process for evaluating, selecting and onboarding the RIGHT clients for her firm, and how to ensure it's a great relationship from first touch all the way through delivery of the work.
