There are many things accounting professionals must do to prepare for the next season. From organizers, to engagement letters, staffing, systems, and time, we will discuss how to tackle many of these challenges using automation and systems that really get the job done so you can get through your best season ever and make more money than you ever thought possible. Join us!
There are many factors that will lead you to success, but without confidence in your abilities or the belief in yourself to achieve your goals, you will struggle. Confidence improvement is something you desire, and if it’s not innate, you will need to find it and/or create it. To do so, confidence improvement must become your mindset. You must be passionate about anything you wish to achieve. This is what success is all about. Many wealthy individuals had to overcome a weakness. Lack of confidence is just another hurdle on the track to success. Conquer it, raise your prices, thrive. But to do so, you must set your mind to it and remain focused. Life is short, get on it!
Gathering information from your clients can be a painful process. But you can automate this process and shorten the cycle for successive tax seasons. We'll show you how to build and effectively use an electronic organizer.
We will show you how to setup and use Custom Fields and Workflow Automation. These tools can help automate day to day processes and reduce overhead, increase productivity and eliminate costly human errors.
We will demonstrate the basic setup process of insightly for Accounting Workflow Automation. From initial setup, to importing your existing contacts, we will help you get up and running fast. After a bit of use, you will be able to manage your practice, tasks, clients, and projects like never before. Repeating tasks, groups of tasks (activity sets), and more.