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4stepsmostprofitable tsheets

4 STEPS TO MAKING 2017 YOUR MOST PROFITABLE YEAR WITH CLIENT ACCOUNTING SERVICES

Cost Free
Presentation Length 1.0 hour

Recorded DateApril 24, 2017
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Series: Bookkeeper
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 in 2017. Join us for a 60-minute webinar to learn the four simple steps (that the top firms are already implementing) you can put into action over the next few months to tee 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.

Learning Objectives

  • How to turn annual clients into monthly clients with renewed focus on Client Accounting Service.

  • How to reintroduce service offerings that have traditionally been loss leaders as profit makers.

  • How to leverage technology to make this change even easier.

  • How to evaluate your price points and ensure you aren't spending time on service offerings that don't make sense for your bottom line.

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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Thomas Casey

Sage
Senior Accountant Advocate
thomas.casey@sage.com
(571) 612-6076

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Thomas has been helping accountants, bookkeepers and SMBs make informed business decisions through software and cloud technology recommendations and strategic business consulting services for 15 years. He is a well-respected accountant advocate and industry veteran. Thomas is a professionally trained negotiator, with proven results in forging strategic partnerships and negotiating key contracts. He has broad experience establishing, managing, and growing key accounts. He develops innovative go-to-market strategies for firms ranging from SMBs to multi-billion dollar, global corporations.

About Our Sponsor

Sage logo bright green cmyk
Our software manages accounting, ERP, HR, payroll, payments, assets, construction, and real estate. Our solutions travel with you or stay where you want us—in the cloud, on-premises, or both—giving you the freedom to work where you want. Our customers cover a wide range of small and medium-sized businesses. We support companies out of the home, small businesses with just a few employees, and larger enterprises that distribute across North America. All of our leaders have owned or been part of a small to medium-sized business and have deep roots in technology.