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Clientaccountingmostprof tsheets

CLIENT ACCOUNTING SERVICES: THE KEY TO MAKING 2017 YOUR MOST PROFITABLE YEAR

Cost Free
Presentation Length 1.0 hour

Recorded DateJune 21, 2017
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Course Description

A new year and another tax season offers the perfect opportunity to evaluate what you should stop, start and continue doing in your business. Join us for a 60 minute webinar to learn four simple steps (that the top firms are already implementing) to tee up your firm to have its most profitable year yet. The best part? These steps are easy to execute on, evaluate success from and build upon. You can definitely put them into action in the next few months.

Learning Objectives

  • Learn to use Client Accounting Services to turn annual clients into monthly clients.

  • Transform service offerings that have traditionally been loss leaders into profit makers.

  • Best practices for leveraging technology to make this change even easier.

  • How to evaluate your service offering price points and ensure they make sense for your bottom line.

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Kelly Bistriceanu was lucky enough to spend the early years of her career learning from some of the smartest C-Suite Executives on the planet! Now she is an entrepreneur based in Boise, Idaho. She owns and operates several different businesses all of which focus in some way on helping other SMBs/ Entrepreneurs find their true passion, purpose, and mission for their business.

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Yoseph West

Hubdoc
Head of Marketing
yoseph@hubdoc.com
6475319728

Hubdoc

Yoseph dreams of a world where accountants and bookkeepers never have to ask their clients for documents. That's why he joined Hubdoc to lead growth. Previously, he co-founded Vuru, a stock analysis platform for retail investors, and led it through its acquisition by Wave Accounting in 2012.

About Our Sponsor

Hubdoc
Hubdoc gets your key financial docs in one place - automatically. Say goodbye to chasing documents and data entry and say hello to increased productivity. Every time a document is uploaded or fetched, Hubdoc seamlessly creates transactions in your accounting with key data inputted and source documents attached.