CPA - small firm
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The bookkeeping profession is at an inflection point due to large accounting and software empires. They are pushing the industry away from high-value, personalized support to automated, minimal services for the cheapest price.
In this practical and interactive session you’ll learn how to unlock the key perspective that is lacking in the “budget bookkeeping” packages dominated by these larger accounting companies, and walk away with…
- How you can gain an almost unfair advantage against the commodity bookkeeping trend and win your clients’ loyalty.
- Streamline your own processes to improve your own profitability while providing more of what your clients want most.
- Walk away with a checklist of the key components needed to create your reimagined growth path to a New Perspective Bookkeeping Firm.
- A live demonstration of how SmartVault is a key tool to use in building a frictionless and secure online experience for your bookkeeping clients.
Gabrielle Fontaine is a Professional Bookkeeper and Accredited Small Business Consultant who runs a digital bookkeeping practice that has been 100% virtual since 2003. She's been named a Top 100 QuickBooks ProAdvisor and a sought-after speaker, trainer, and consultant online and internationally at accounting technology conferences. She is the author of numerous online training programs surrounding workflow, practice management, marketing, and cybersecurity for small accounting and bookkeeping firms.
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