CPA - medium firm
CPA - large firm
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Finding and keeping good quality people continues to be one of the biggest challenges facing the accounting industry. Having a vision that your team buys into is a critical first step to successfully grow your team and your firm. This webinar is designed to help practitioners verbalize their vision and connect it to their people strategy. It will help practitioners shift away from the traditional billable hour as a measurement of performance to a results only workplace. Plus you’ll learn new examples of Key Performance Indicators (KPIs) to gauge performance and incentivize team members.
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Aligning leadership and vision with your people strategy.
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New compensation models beyond billable hours.
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Key elements of a results only workplace.
Bob Wang, CPA, CA
Legacy Advantage Chartered Professional Accountant Ltd.
Founder & CEO
bwang@legacyadvantage.ca
(855) 216-3364
Bob’s previous experience includes KPMG Enterprise, their private client services branch. There, he performed many small audits, reviews, compilations and tax returns. He realized that people have a hard time finding good quality bookkeepers that actually added value to their organization. He founded Legacy Advantage to solve this problem.
Damien Greathead, MBA
Dext
Vice President - North America
415-924-3100
Damien works with accountants around the world helping them build profitable and sustainable businesses. As the Vice President of Business Development, North America at Receipt Bank, Damien helps firms leverage the latest technology to deliver their services efficiently and profitably. Damien speaks to state and national accounting associations around the world on topics including change management, marketing and technology.
About Our Sponsor
Dext is an automated, multiproduct accounting solution. With three products, we’re here to help reduce your workload, optimize your workflow, and free up your time.
Here’s a bit about our products and how they can help you:
Dext Prepare – allows you to collect client paperwork, accurately extract data and automate processing into any general ledger, streamlining your workflows so team members can work more closely with clients. It's the 4.7 star rated tool used by over 1 million people.
Dext Commerce – saves you time by automating your client’s sales data retrieval from online eCommerce marketplaces and digital payment methods. Get an overview of their sales performance and ensure sales tax compliance, no matter where they sell in the world.
Dext Precision – intelligent data cleanup, bookkeeping, and compliance tools designed for Xero and QuickBooks Online professionals. Identify mis-codings, track key liabilities, and spot unwanted changes to historical data.
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