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April 2022

Post Tax Season Celebration with Ignition: Refresh, Renew, Rejuvenate

April 19 @ 4:00 pm - 5:00 pm EDT

Join us as we CELEBRATE all things post-tax season, exciting new features from Ignition  as well as the Top 50 women in accounting! Come have a drink and win some swag with us!

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Real Time Review with Autoreview

April 26 @ 4:00 pm - 5:00 pm EDT

Join us as we explore a solution that will make reviewing your books a piece of cake with a cocktail!

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May 2022

Rescuing, Scope Creep, and Other Ways You Give Away Your Services

May 3 @ 4:00 pm - 5:00 pm EDT

Accountants and bookkeepers often have under-valued, reactionary, and strained relationships with their clients. This positioning of client relationships reduces your perceived value proposition to one of commodity (even utility), where the client views you as nothing more than a compliance officer and record keeper. The answer? Present yourself as the curator and interpreter of valuable business information, the generator of increased financial visibility, and the protector of the client’s business. Simply put…shift the client’s thinking about you and your role…

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LIVE from AccountingWEB!

May 10 @ 4:00 pm - 4:30 pm EDT

Join Heather and Liz as they broadcast LIVE from the AccountingWEB summit in San Diego, California! They'll give the inside scoop on conference happenings in this abbreviated episode (30 minutes). Don't miss this one!

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How to Turn Chaos into Calm with Client Hub

May 17 @ 4:00 pm - 5:00 pm EDT

Is “waiting on clients” creating havoc with your workflow? Gathering answers and collecting documents from your clients is a critical part of your workflow. When clients don’t respond, your workflow is interrupted, and you end up wasting valuable time re-sending requests and reminders. Your work output gets delayed, resulting in late and/or inaccurate deliverables, not to mention that now you need to make time for that work later in your schedule. Join me to learn how Client Hub’s all-in-one client…

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