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Free cpe webinars
Building a Cutting-Edge Process for a Successful Year-End Experience

BUILDING A CUTTING-EDGE PROCESS FOR A SUCCESSFUL YEAR-END EXPERIENCE

Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 19, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Having a whiteboard up and really defining the process for your team and client experience is key to having a smooth ride and success, especially during year end. Let's dive into how technologies can help us create this client experience process and help our team have a more streamlined process during a very hectic season.  

Learning Objectives:


  • List all the different technologies available to streamline your client experience during the year-end time

  • Outline the client experience and the team interaction with the company process

  • Determine how to build a successful experience based on a streamlined process that works 

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Qbenespanol

Vanessa's superpower is to inspire Hispanic entrepreneurs to create a living legacy with their businesses by combining strategic plans, bulletproof processes, and strong finances with their passion and material talent. Destroying the kryptonite of small business, which is the lack of knowledge, Vanessa presents the correct tools and methods for businesses to grow and expand. Her main focus has always been helping business owners streamline their financial management processes through education and the application of technology.

As a Latina Entrepreneur for more than 17 years and Wonder Mom, Vanessa recognizes the importance of providing learning opportunities and financial solutions for the rapidly growing Spanish-speaking small business community. She received the prestigious award of Top ProAdvisor of the Year for her expertise and certifications. She is the creator and producer of Conferencia F.I.T., a conference on Finance, Innovation, and Technology for the Hispanic Community. Content Creator for the Firm of The Future, CPA Academy, Insightful Accountant, and Intuit Trainer Writer Network member. Named Top App-Ologist for the Top 100 ProAdvisors. Advanced Certified ProAdvisor on QuickBooks Online and QuickBooks Desktop.

About Our Sponsor

Basilpracticemanagementlogo
CoralTree makes innovative and user-friendly collaboration products that are designed to help teams work together more efficiently. We focus on bringing enterprise-grade technologies to the business world. Whether you are a small startup with big dreams or an established business, our goal is to help you thrive.

Our customers include accountants, bookkeepers, CPA's, tax professionals and a wide variety of small business owners. Our product suite includes customized tools for every market segment we serve. We take pride in making user-friendly products that bring a human touch to cloud collaboration.