JUL
08
WED
2:00 PM
ET
Practice Management Talks
Practice Management Talks is a quarterly 30-minute webinar series focused on helping accounting firm leaders run more efficient, profitable practices. Each session delivers practical strategies around operations, workflow, team management, and firm growth that can be applied right away.
I love helping businesses get better at serving their customers, meeting real needs.
Having a deep awareness and understanding of the client is critical, and must not be overlooked.
Honored to be listed by Accounting Today in 2021 as one of the "Top 100 Most Influential People in Accounting".
I have over 20 years in service helping tax & accounting firms improve their business models, operations and client relationships. Recognized by Accounting Today in 2021 as one of the Top 100 Most Influential People in Accounting, I would love the opportunity to help you move your firm forward!
Julie Smith
Practice Manager at Harper & Company
I teach people how to get out of their own way. Accountants have been running their firms the same way for decades, yet the needs of clients have evolved.
Entrepreneurs and business owners need and deserve more than tax returns and financial statements from their CPA firm. They need advisors who can help them proactively. They also need a partner who is able to move beyond the financial side of their business and provide strategic operational advice that helps them move forward and grow.
I understand how difficult it is to move an organization forward and execute change. I have worked with hundreds of firms and business owners to help them build replicable processes and cultures that attract the talent they want.
If you want to know how to get out of your own way and move your business forward, I’m here to help.
JUL
10
FRI
11:00 AM
ET
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JUL
16
THU
2:00 PM
ET
JUL
16
THU
3:30 PM
ET
JUL
27
MON
2:00 PM
ET
JUL
28
TUE
2:00 PM
ET
JUL
30
THU
11:00 AM
ET
Premium
Future Forward | Rightworks
From Risk to Protection: Cybersecurity for Accounting Firms
JUL
30
THU
12:30 PM
ET
Premium
Future Forward | Verito
Cybersecurity in the AI Era: What Accounting Firms Need to Know Now
JUL
30
THU
2:00 PM
ET
JUL
31
FRI
12:00 PM
ET
Premium
Suite Success: Running Your Entire Firm with Intuit Accountant Suite
Discover how Intuit Accountant Suite transforms the way accounting firms manage client work. Learn how to gain a complete view of client activity without logging into multiple files, streamline workflows with dashboards and automation, and leverage AI to uncover insights, spot trends, and calculate KPIs. Whether you're a solo practitioner or scaling your firm, this session will help you work smarter and deliver higher-value advisory services.