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5strategies canon

5 STRATEGIES TO MANAGE YOUR ACCOUNTING WORKFLOW

Cost Free
Presentation Length 1.0 hour

Recorded DateJuly 12, 2018
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaComputer Software and Applications
Course LevelBasic
Who Should AttendCPA - small firm
CPA - medium firm
Other
Series: Women in Accounting
Course Description

Join us for this webinar for an introduction to practice management and workflow using cloud-based systems. Laura Redmond will walk you through how to design a practice management system that allows you to manage and track deadlines, staff and client communications, resources, and documents. The webinar will provide a path to systemizing your firm’s workflow in order to allow firm principals to be able to step back from day to day work and be able to manage their firm on a higher level.

Learning Objectives:


  • Identify uses of technology to improve external and internal communications

  • Define how to organize staff task management systems and task resources for supporting the task completion

  • Analyze and allocate practice resources

  • Recognize the need to be deliberate about selecting systems to integrate


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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Laura Redmond

Aero Workflow
Financial Controller and Information Technology Manager
lredmond@aeroworkflow.com
(434) 466-9098

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Laura Redmond is a financial controller and IT manager turned cloud accounting advocate and app designer. She is a QuickBooks Online power user, Advanced Certified QuickBooks ProAdvisor, member of the Intuit Trainer/Writer Network, co-author of Intuit’s award-winning QuickBooks Online training and certification programs for accounting professionals and a regular speaker at national accounting technology conferences. Laura is founder of Redmond Accounting Inc., a boutique cloud accounting and consulting firm in Silicon Valley awarded Intuit's 2015 Top 20 Firm of the Future and a top 10 ProAdvisor for "Leading QuickBooks Online Practice". Redmond Accounting's workflow is centered on QuickBooks Online and its eco-system of apps. Laura co-created Aero Workflow app used by accounting firms to manage service delivery by staff performing recurring tasks for multiple clients. The Aero Library includes step-by-step instructions and procedures for many of today’s most popular apps in the QBO eco-system.

About Our Sponsor

Canonseeimpossible cmyk xl
Innovation has been a key ingredient in Canon's success throughout our history. We are one of the most prolific inventors of consumer and professional imaging solutions. Whatever the product, our emphasis on quality as well as original technologies has earned us the trust of customers around the world.