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4 Lessons For Smarter Growth In 2021

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Before starting this self study program, please go through the instructional document.

Overview

  • Dashboard
    8 mins
  • Learning about Engagements
    16 mins
  • Summary by due date
    23 mins
  • Timesheet summary by date range
    33 mins
  • Client engagement realization
    44 mins

Course Description

The New Year brings the opportunity to reorganize and refresh your business for a successful 2021 and beyond.  Perhaps the most critical path to success and growth for accounting firms is the ability to efficiently run and optimize your project and staff management. The most critical path to success and growth for accounting firms is the ability to efficiently run and optimize your project and staff management. Join this online webinar where we’ll show you how to get it done. 

Key topics:

  • How to more efficiently manage projects
  • Communicating in real-time, including project status and workflow management
  • Staying on target and under budget
  • How to optimize staff management
  • Setting billable utilization targets
  • Managing expectations with your staff

Learning Objectives

  • Best practices for project management
  • Tools for staying on target and under budget
  • To understanding how to capitalize on resource and staff management
  • To identifying how to more efficiently manage your firm

Who Should Attend?

  • Accounting Firm
  • Chartered Professional Accountant
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Staff of Accounting Firm
  • Young CPA

Testimonial

4.2

(242)
44%
36%
16%
3%
1%

EP

Great!

EB

n/a

KS

Interesting product

AK

Fantastic

KM

Great presentation! Looks like a great program!

JS

very informative