If write-up work pushes you beyond busy during busy season, this webinar is a must attend. Join our panel of experts for tech and tips to streamline the client write-up process. Hear which tools, automations and best practices can help you gain efficiencies now and throughout the year.
Automating data entry.
Time saving tools (in and out of Xero).
Key applications and solutions.
Tying in value-added services
I’m a reformed number cruncher with a wild streak for B2B marketing. My specialty is driving adoption of professional service products in SaaS and desktop software lines. For 10 years, I’ve enjoyed progressive experience in marketing, product management, partnerships and team leadership – all cumulating in my role at Xero. Here, I run the US partner marketing team, in what’s been described as a David vs Goliath story.
CPAwebengage, Inc. (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
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