Sharpen the Tools You Already Own Series
Sharpen the Tools You Already Own Series
Practice Excellence Series
Sharpen the Tools You Already Own Series
Practice Excellence Series
The Personal Productivity Series
The Personal Productivity Series
The Personal Productivity Series
Choose all of these sessions as a package or choose individually that will resonate with your association:
• Maximize Google Workspace for Your Entire Team
• Maximize Microsoft 365 Suite for Your Team
• Bookkeeping on Steroids, Leveraging OneNote
In this webinar, Rob Smith will demonstrate new ways to use the Google Workspace to help you gain time back every day. He will cover key fundamentals of Gmail, Calendar and Google Docs - whether it’s using the right settings, or using a new function you haven’t noticed, be prepared to supercharge your workday to help you get more done in less time.
Make this year the year you learn and implement MS 365 into your firm, then consider offering the training to your clients. You can run your tax department and bookkeeping department using these tools, and once you do - you will be the expert that your clients depend on.
Come and see how to create a single source of truth for your staff and create dynamic workpapers using MS OneNote that contain everything needed to get the work done, and then review it. Baked-in instructions allow new staff to step in and complete any task. Hyperlinks connect every location in the process.
Rob is the founder of Point7seconds. After seeing the transformative power of using OneNote at his prior CPA firm and clients’ businesses, he formed OneNoteForAll.com and Point7seconds to provide a platform to help teach other professionals the power of OneNote and Microsoft 365.
Prior, he was a partner at the accounting firm of Gordon, Stockman & Waugh in Peoria, IL.
Choose all of these sessions as a package or choose individually that will resonate with your association:
• How to Enjoy Your Practice MORE, By Setting Clear Boundaries with Clients
• Creating Balance in Your Work Week: How to Shift From Stress to Success
• How Busy Firm Leaders Can Have a Good Day, EVERY Day
You became an accounting professional because you have a big heart. Your super power is creating order out of chaos and then immediately understanding the story the numbers tell - and you use this awesome combination to help your clients make better business decisions, and they love you for that. That’s the fun part of your job!
Taught as an interactive workshop, with exercises to complete during the class, attendees will come away with a clear plan for how to implement boundaries with clients so that everyone is happy.
This session is designed to help Accountants and Bookkeepers from all firm sizes to shift how they spend their time so that joy and daily job satisfaction becomes the norm, instead of stress, long hours, and frustration. This session will uncover the key reasons why everyone is so stressed out right now (spoiler alert - it's not what you think!), then present actionable things that firm leaders can do to leverage their time.
If you find yourself thinking that there must be something you are missing, or that you are the only one who feels disorganized and out of control during your workdays, and that it's just not FUN anymore, then this workshop is for you. Designed to help you explore (and solve) the tough challenges you face, this workshop is dedicated to YOU.
Alison is passionate about helping firms to differentiate themselves by providing Client Experience 2.0TM to their clients. Before joining Liscio in August 2020, Alison spent 15 years leading accountant influencer programs at Intuit, and prior to that she was a bookkeeper herself. She believes that life is too short to spend it with mean people, and any day she can help someone else be successful is a good day indeed.
Choose all of these sessions as a package or choose individually that will resonate with your association:
• Assessing Your Firm's Client Experience Level
• Attracting and Retaining Premium Clients
This session is suited for accounting, tax and bookkeeping firms of all sizes who are seeking to attract and retain excellent clients, by understanding and adopting a Client Experience 2.0 mindset firm-wide.
You will also learn about a simple and secure client-facing tool that can be utilized to dramatically improve your client experience level, without changing any of your back-office systems of processes.
In this session, learn how making a few simple changes in how you communicate with clients can make a HUGE difference in your ability to attract and retain the clients that you really want to work with - the premium clients who abide by your rules, understand the need for security, and most importantly, view you as a key part of their success team. An added bonus is that your staff will get more done, your clients will love working with you, and your firm will be positioned to thrive.
Sharpen the Tools You Already Own Series
Sharpen the Tools You Already Own Series
Practice Excellence Series
Sharpen the Tools You Already Own Series
Practice Excellence Series
The Personal Productivity Series
The Personal Productivity Series
The Personal Productivity Series
