Running an accounting firm has changed greatly in the past 10 years with the advancements of technology and now in 2020 Post-COVID world running a practice is changing even more. Firms are forced to leverage all the technology advancements available to them as well as figure out to deliver high touch client services in our new normal. Understanding how each aspect of our firm connects and balances each other is a critical part of having an effective, efficient and more profitable practice. Client intake, Billing, and service delivery. As practices, services, and technology evolve, so should the client experience and how to collaborate with clients. In this session we will cover the various aspects of practice management, cloud-enabling your practice, tools for client collaboration, and strategies to create a high touch yet efficient client experience.
Nicole has been with OfficeTools for over a decade and OfficeTools has been providing a Practice Management solution for small and mid-size accounting firms for almost 20 years. Nicole directed and managed new feature roll outs and quarterly public updates that were delivered to thousands of users. In this time, she perfected her strengths in developing a practice management solution and understanding the needs of the accounting profession. She is now the Product Manager for the OfficeTools and Over the last year she has been working directly with a core group of Software Engineers and Quality Assurance individuals to ensure the award-winning product into the future. She also travels the country to meet with accounting professionals to better understand and design practical solutions to common issues. In her off time, you can find her exploring California’s national parks with her family and enjoying a glass of chardonnay.
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.
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