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On Thursday, January 28, CPACharge will be sponsoring an online CPE webinar available to CPAs and accounting professionals looking to meet their annual CPE requirements. As always, all of our CPE courses are held online, offer at least 1.00 hour of CPE credit, and are 100 percent free!
“3 Leadership Moves to Transform Your Firm in 2021”
Presented by: Jon Lokhorst, CPA, ACC
When: Thursday, January 28 @ 12:00 p.m. CST
Credits: 1.00 hour
The rapidly changing marketplace makes it more important than ever for CPA-leaders to transform their firms for sustained, future success. Constant deadlines, staff challenges, and client situations make it difficult to break out of the whirlwind to focus on bigger firm priorities. This session highlights three crucial leadership practices to help move your firm forward in 2021 and beyond.
Are you looking to expand beyond traditional services and deliver greater strategic insight and value? Join Brandon Roth, Senior Manager of Technical Marketing of Bill.com, as he walks through the inefficiencies of today’s manual bill pay process and will share how automation is changing the game.
In this webinar, you’ll learn about:
· The total opportunity of offering Accounts Payable in the industry today
· The differences in value perceptions between accounting firms and clients
· How automation may help you standardize and scale your AP offering
· The value of real-time data at your fingertips
· How a messy manual process can be transformed into four simple steps
· Partnering with Bill.com
Time is the only thing that you can't control but everyone always wishes there was more of it. What if you could learn how to be more efficient with the time you have, so that you could get more done?
Join our next Lunch with a Leader on February 9th at 2PM EST, featuring the Workflow Queen Alyssa Lang to find out how. Alyssa created techniques to help her own firm and then thankfully, realized that she could make a bigger impact by showing others how to do the same.
In this 60-minute call, she will talk about:
· 10 simple steps to manage your clients in Asana.
· How to set clear goals for your practice (quickly & easily!)
· How to go from overwhelmed to clarity, knowing what each client needs, by when
· How to set your practice up and do MORE than client work!
Hope to see you on February 9th at 2PM EST to connect with other bookkeepers and leave with the first steps to a more organized 2021.
Do you have a question about your business that you wish you could bounce off of someone? Do you want a check in to make sure you are on the right path with a specific client? Are you looking to learn more about the best kept Bookkeeping Community secret? Do you want to know what is going on at Disney (okay maybe this one is a separate call)?
Join me on Thursday 2/18 between 4-5PM EST where I will be answering any questions the group has. This office hours is open to everyone. I know that January gets pretty hectic so lets brainstorm ideas to help make it less painful. Questions can range from Clients, to QBO, to marketing, to getting through the day, to finding more time and everything in between.
If you can't make it live, feel free to send in your questions and I will answer them live and send you the recording.
I truly believe in giving back and helping others. I won't promise i have all the answers or extra pixie dust but being in business for 13 years I am happy to share my experiences with you. And many times if I don't know the answer I can put you in touch with someone that does.
Do you know another bookkeeper running a firm that could use some additional support? Let her know about Buds and about this call.
See you soon.
2021 is the start of something new for us: a brand new future for Receipt Bank and Xavier.
We’ve saved you a place at our Next Generation event, where you’ll hear about how we’re redefining the future of accounting. We will also be making a really important announcement.
To help us understand how to navigate that future, we’re joined by a very special guest: Sir Tim Berners-Lee, inventor of the World Wide Web. Live on 23 February 2021 09:00 EST, 14:00 GMT, 16:00 SAST, we’ll talk about the next ten years of our products and advice accounting.
We’ll also have an action-packed event with workshops from leaders in the accountancy world and exclusive news from our CEO Adrian Blair.
Join us in the Next Generation. Click below to claim your ticket.
Empower bookkeepers to grow a strong practice through providing a community to support each other and share ideas.
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