Whether small or large, each practice has a need to refine processes to keep up in an increasingly competitive marketplace. This course will examine how using software can leverage time and resources for optimizing practice management. Enhancing communication, eliminating redundant steps, and modernizing your practice in the cloud are all possible through the Canopy software platform.
Jeff has spent the better part of his career working with small business owners in helping them to grow their businesses, refine processes, and increase the bottom line. From franchisees to finance, he has worked with thousands of individuals.
He joined Canopy in a customer-centric role, and worked with hundreds of customers to help them learn to use technology to leverage their work. Now he is working with the marketing team helping to grow the educational component, and assist even more practitioners through the OpenCourse and OpenForum platforms.
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