Insightful Accountant Presents: Discovery and Onboarding, Re-engagement and Dis-engagement Tech
Elevate your firm's technology game as I guide you through the process of developing a tailored tech stack that fits the needs of your firm. This is a four-part series I am hosting as part of Insightful Accountant’s Premium Content.
Firm and Ideal Client Evaluation and Ideal Client and Tech Stack Essential Verticals
Practice Management Apps - Internal Use And Client-Facing
Discovery and Onboarding, Re-engagement and Dis-engagement Tech
Cloud Accounting Apps
Each series has three events - first, I host a webinar to teach the ideas and distribute worksheets. Then, we have two interactive deep dive sessions where we work together on the learnings, aiding you in implementing them into your firm.
You can access all recordings and teaching materials if you missed a previous session in the series.
January 14 Webbie 3:00 PM Eastern
January 16 Deep Dive 3:00 PM Eastern
January 21 Deep Dive 3:00 PM Eastern