Accounting firms face pressures and challenges year-round, with even greater demands during tax season. This webinar series will highlight the benefits of automating key processes in your firm to ease burdens related to labor, time, and costs. There’s still time to get your firm ready for this tax season. Let us show you how!
In Driving Higher Profits and Improving Quality of Life, the first of four webinars in the Elevating Your Accounting Practice Through Automation series, you will learn practical steps to successfully navigate industry pressures, enhance your firm’s profitability, and significantly improve your quality of life.
Agenda
Actionable steps to increase profitability and improve work-life balance
“Human-in-the-loop” automation: Bridging traditional and digital firm operations
Benefits of smart organizers: client ease, firm efficiency, and 76% time savings
Jordan is a Principal Product Manager at Liscio, with over 10 years of experience building technology products for CPAs and other professional tax preparers and accountants. He uses the principles of the Pragmatic Marketing Framework and the Lean...
Brian Unger is a Senior Account Executive at GruntWorx, LLC. Brian worked at a financial institution for 16 years before beginning his career with GruntWorx. He resides in Franklin, NC, with his wife and 2 daughters, where he enjoys being outside...