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Free cpe webinars
Your Streamlined Workflow Workshop: How to Map It. Standardize It. Automate It.

YOUR STREAMLINED WORKFLOW WORKSHOP: HOW TO MAP IT. STANDARDIZE IT. AUTOMATE IT.

Cost Free
CPE Credits 1.5 hours
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

If you’ve found it a challenge to get more done in less time while striving for a more profitable bookkeeping or accounting practice, then the answer may be in your workflow. A documented, standardized, and streamlined workflow can have a dramatic effect on your productivity and your bottom line. But how can you go from chaos to a streamlined, efficient practice?
 
You start where you are and take one step at a time to map out, normalize and then automate your practice operations to reap the rewards (and peace of mind) that come with a truly efficient and profitable bookkeeping or accounting business.
 
Join Gabrielle Fontaine of The Freelance Bookkeeper for a 90-minute interactive, nuts-and-bolts online workshop session specifically for bookkeepers and accountants who want to…


  • Do more with less effort

  • Position your practice for growth and scalability

  • Leverage current online automation

  • See a real life example of an automated workflow using SmartVault with other integrated applications


You’ll walk away from this session with a clear, practical path to follow to go from where you are in your practice now to where you want to be in 2020 and beyond.

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Freelancebookkeeper

Gabrielle Fontaine, PB, ASBC is a freelance Professional Bookkeeper and Advanced Certified QuickBooks ProAdvisor at BookkeepingDirect, which is a 100% virtual bookkeeping service firm since 2003. She is also an Accredited Small Business Consultant. Gabrielle founded the popular blog, The Freelance Bookkeeper, in 2008, as a result of numerous requests from fellow bookkeepers who wanted to work totally via the Internet. The Freelance Bookkeeper (TFB) provides practice building tips and training programs for startup bookkeeping firms and virtual bookkeepers around the globe. Gabrielle regularly publishes articles, runs live webinars, and online training programs, and is a guest speaker on podcasts and industry conferences in the professional bookkeeping space. She also frequently shares tips and leads bookkeeper discussions on social media. In her work with small business clients and fellow bookkeepers alike, Gabrielle loves tinkering with online apps and business processes to create workflows that increase efficiency, as well as innovate on ways for bookkeepers to add value and market their services online. Gabrielle was nominated as a Top 100 ProAdvisor in 2015 and 2016, as well as for the Rule Breaker Awards. She is also a proud member of the Profit First Professionals family.

Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.
Nasba

NASBA Approved

CPAacademy.org (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.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Sponsor

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Founded in 2008, SmartVault is striving to give people a better life at work. So in your business, you can spend less time and money filing, retrieving, copying and sharing files and more time growing your businesses and making money.