Carla Caldwell is the owner of Caldwell Consulting & Training. She works with business owners (especially non-profits) to bridge the gap between growing business and specific accounting solutions. Carla also helps accounting and bookkeeping firms implement the tools that help them be more successful - from value pricing and process development to the apps that support their systems. Learn why companies are using Caldwell Consulting & Training to get better organized, more efficient systems and stronger results.
About Us: Helping organizations thrive through cloud-based solutions.
Date RecordedFebruary 20, 2019 CostFREECourse Length1.0 hour Subject AreaComputer Software and Applications Course LevelBasic Instructional MethodGroup Internet Based PrerequisitesNone Advanced PreparationNone Who should attend?Bookkeeper, CPA - small firm, CPA - medium firm, CPA - large firm, Other
Date RecordedDecember 20, 2018 CostFREECourse Length1.0 hour Subject AreaComputer Software and Applications Course LevelBasic Instructional MethodGroup Internet Based PrerequisitesNone Advanced PreparationNone Who should attend?Bookkeeper, CPA - small firm, CPA - medium firm, CPA - large firm, Other
EFFICIENT CLIENT ONBOARDING: PROCESSES THAT WORK IN THE REAL WORLD
Date RecordedDecember 10, 2015 CostFREECourse Length1.0 hour Subject AreaOther Course LevelBasic Instructional MethodGroup Internet Based PrerequisitesNone Advanced PreparationNone Who should attend?CPA - small firm, CPA - medium firm, Other
TRANSFORM CLIENT RELATIONSHIPS FROM TRANSACTIONAL (WRITE-UP) TO CONSULTATIVE
Date RecordedFebruary 4, 2014 CostFREECourse Length1.5 hours Subject AreaPractice Management (Management Advisory Services) Course LevelBasic Instructional MethodGroup Internet Based PrerequisitesNone Advanced PreparationNone Who should attend?CPA - small firm, CPA - medium firm, Other