Thank you to today’s participants. We had a few odd technical issues, but we will get those resolved before the next event. Our playlist on YouTube includes all recordings of the series thus far. You can watch the videos here. You can go directly to the recording for Marketing and Networking by visiting http://youtu.be/Wwp0-FHCgBY. Our live audience [...]
Hi everyone. Today we talked about the second part of operational efficiency in our weekly webinar series. For anyone who likes to track things, we introduced the webinar series on August 22, 2014. You can replay the introduction by clicking here. We talked at length about the process of going paperless as part of operational [...]
I am very excited to share an update on my first book in the “8 Pillars for Exponential Business Growth” series, focusing on bookkeepers. The book has gone through all stages of editing and is officially in the final layout stage. We are on track to have the book in hand in mid to late [...]
Today we launched our webinar series based on the 8 Pillars for Exponential Business Growth. The webinars are free and you can register here. We are offering the series for free in order to fine-tune the presentation and content. Today was an introduction to the 8 Pillars and why they are in fact valuable to [...]
We are working on a broad range of courses to meet the needs of our audience. Our initial focus is on the introductory courses. We will then expand to include intermediate and advanced courses over time. We will define each course level as follows: Introductory – generally less than an hour and the intent is [...]
User Interface Mockup Part 2 – We would love to hear your feedback in the comments section.
Click on this post to watch this weeks video to preview our data automation user interface mockup. We would love to hear your feedback in the comments section.
Thriving Firm is my go to source for information when I am looking for practice management and innovative ideas about the accounting profession. I am happy to share their new E-Magazine. Click here to learn more about the Thriving Firm Symposium, a truly unique event in the accounting profession. I am looking forward to presenting [...]
My final pillar is Practice Management. I have left this to the end as a means to evaluate the efforts that we have undertaken in the other 7 pillars. In Practice Management, we will focus on: Critical Success Factors Key Performance Indicators Client Selection and Ranking Each has their place in effectively running an efficient [...]
Eliminating inefficiencies and automating workflow should show you the potential in your business. You will see the most significant growth once you look at the services that you offer to your ideal clients, and introduce the services that they need the most. I propose the following as a brief list of value added services: cash [...]