Fireside chat – Practical advice on growth and automation in your accounting firm
Session by Practice Ignition
We’re lucky to have three industry experts – Dan Gertrudes, David Emmerman, and Heather Satterley, join us to discuss the topics of growth and automation in your accounting or bookkeeping firm. We often hear what you “should” be doing in your firm, but not always told “how.”
You’ll hear first hand stories on how to implement proper systems, processes, and technology in your accounting firm.
There will be an open dialogue on various topics including client onboarding, sales process, practice workflows, hiring and retaining staff, and choosing technology applications for your firm and clients.
Moderated by: Andrea Lucke