practice-management 
Canopy Accounting
OCTOBER 31, 2023
Navigating the world of practice management software can be a daunting task. This guide is designed to streamline the process, providing purchasers with the essential knowledge and tools they need to make an informed decision.
Canopy Accounting
MARCH 11, 2024
Have questions about accounting practice management software? We cover it all here. Learn what it is, how to use it, and much more!
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Canopy Accounting
MARCH 18, 2024
With the technological transformation that's taking place in the business landscape, the importance of having the right practice management software has never been more critical for the accounting industry.
Canopy Accounting
JUNE 20, 2023
New research finds accountants leveraging practice management tools experience higher levels of growth and work-life satisfaction.
Speaker: Nancy Wu, Head of Sales and Customer Success at SkyStem
Join us for an enlightening webinar as we delve into the transformative realm of modern accounting practices. In today's digital age, the convergence of outsourcing and automation has revolutionized how businesses manage their financial operations.
CPA Practice
FEBRUARY 28, 2024
Most accounting and finance managers (87%) are already facing challenges finding skilled professionals for hire, according to Robert Half’s latest Demand for Skilled Talent report. reactive) hiring practices is a critical step toward positioning your firm for future success. How do you start this journey? metropolitan area.
Insightful Accountant
JANUARY 24, 2024
Automating tasks like inbox management, client leads, and data collection can save time during tax season. AI tools like ChatGPT offer cost-effective solutions for practice management.
Speaker: Jim Bourke, Managing Director Advisory Services at WithumSmith+Brown
As trusted professionals, clients “expect” us to deploy best practices around privacy and security. Learn how to define leadership’s role in keeping team members safe, functional, relevant and perfectly positioned to grow the practice. Accountants are the “Trusted Professionals.” The recent pandemic forced change onto our profession.
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Processes tested by other companies, alongside extensive research, have revealed several “secrets” that many organizations overlook when developing their virtual team management approaches. Putting these processes into practice can help provide clarity when teams collaborate in real-time.
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Download this guide to read about solutions for your firm's: Workflow & Project Management. Document Management. Firm360 creates client management, project management, billing, reporting, and time management transparency that will streamline your accounting practice and increase your firm's productivity.
Speaker: Jamie Eagan
Enhancing transparency and stakeholder confidence: See how robust disclosure management practices contribute to increased transparency, fostering trust among stakeholders, including investors, regulators, and internal decision-makers. 📅 April 24, 2024 at 11:00 am PT, 2:00 pm ET, 7:00 pm GMT
Speaker: William Hord, Vice President of ERM Services
A well-defined change management process is critical to minimizing the impact that change has on your organization. Leveraging the data that your ERM program already contains is an effective way to help create and manage the overall change management process within your organization. Organize ERM strategy, operations, and data.
Speaker: Wayne Spivak, President and CFO of SBA * Consulting Ltd., Industry Writer, Public Speaker
If you’re lost in the world of spend management needs and your GAP analysis is lacking perspective on the future state of your business performance, listen up! With the advancement of technology, the implementation of spend management best practices and concrete GAP analyses is more streamlined and accessible than ever before.
Speaker: Ryan McInerny, CAMS, FRM, MSBA - Principal, Product Strategy
With 20% of Americans owning cryptocurrencies, speaking "fluent crypto" in the financial sector ensures you are prepared to discuss growth and risk management strategies when the topic arises.
Speaker: Tom Bowman, CPA of Bowman & Company
They get wrapped up in production work and never take the time to manage, grow and promote their practice. In this webinar you will learn: To be that Odd Duck and rehab your practice so that it runs largely without you. Incorporating a fixed fee pricing model into your practice. An alternative to Billable Hours.
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