If you're running a smaller tax and accounting firm, you probably don't run your business the same way large firms do. Your tech stack is probably more focused on streamlining workflows, improving project tracking, and finding solutions for customer collaboration. And while that's great for building a flexible and responsive accounting firm, it also means that your firm is less likely to use data analytics tools to grow your business—which means you're missing out. A small practice incorporating the right strategies and tech-enabled services can set its clients up for success and the firm up for big-time growth. But how do you do it? In this webinar, our small-firm technology experts Georgia Smith and Hillarie Diaz will cover these strategies.
Georgia Smith has over 25 years of experience as a tax preparer and runs a small tax and bookkeeping business that serves individuals, small businesses and small non-profits. As a product manager for Wolters Kluwer Tax & Accounting North America, she is focused on small firms, creating the vision and strategy for the ATX product line.
As a content creator for Wolters Kluwer’s Professional Market, Hillarie focuses on a wide range of accounting and finance technology space topics. As an accountant who enjoys writing, she brings over a decade of accounting experience to her writing.