Lunch With A Leader : Optimizing 17Hats to Create a Kickin’ CRM & Onboarding System

Are you looking for ways to improve your onboarding process?  Have you heard of 17 hats but are only using 1 or 2 of the hats? Are you missing others and  want to connect with other bookkeepers?

Then I invite you to join our next Lunch with a Leader on April 13th at 2PM EST, as 17 Hats expert, Kellie Parks, CPB (Calmwaters Bookkeeping) teaches us the ins and outs of how she utilizes the product in her own business.

After Kellie's presentation you will be able to: 

• Confidently navigate 17hats
• Understand the power of custom fields
• Create a harmonious client onboarding system from 1st contact to beginning the work

There will also be a raffle at the end of the call for a giveaway of Kellie's done for you templates.  Show up live to be eligible.  If you have specific questions, be sure to add them when registering so that we can cover as many as possible on the webinar.

Hope to see you on April 13th at 2PM EST to connect with other bookkeepers and learn how to automate pieces of your business.