Most accountants and bookkeepers struggle with process inefficiencies, dated technologies, scope creep, and high friction with client collaboration, resulting in extreme workload pressures and limited capacity in their practices and lives. In other words, they are “flapping” when they should be “soaring!” 

ARE YOU EXHAUSTED, OVER-WORKED AND UNDER-COMPENSATED? 

Attend this powerful webinar presented by practice management expert Joe Woodard as he leverages his 20+ years of consulting and training experience to present practical designs for leveraging technologies, streamlining processes, maximizing your team’s productivity, and developing a production model that scales.  

Learning Objectives:

• Identify proven strategies for streamlining interactions - including ways to manage these interactions in virtual, work-from-home environments. 


• Review best practices for building scalable, highly efficient production workflows for bookkeeping and tax services. 


• Demonstrate key technologies that reduce friction, enhance client experience, and increase practice efficiencies (A panel conversation).