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Send your clients proposals, SOW, and invoices with Anchor, and know you’ll be paid on time every time!
NiceJob is the easiest way to get reviews, and referrals, boost sales, and more.
Rippling lets you easily manage your employees’ payroll, benefits, expenses, devices apps & more—in one place.
Track client work, collaborate with your team, organize everything, and hit your deadlines with one easy-to-use app. You’ll get work done more efficiently.
Teamwork becomes your central location for tasks, projects, uploaded files and comments from the team. Scale easier with the right PM tool.
Communicate with clients, catch errors, track KPIs, close end of month faster with Keeper.
Motion will save you time and increase your productivity by automatically scheduling your tasks around meetings and deadlines.
I’ll be showing you exactly how to transform your firm into a high-performing hybrid operation, whether your team’s in the office, remote, or a mix of both. We’ll cover everything from making a smooth transition to hybrid or remote work while keeping everyone engaged and productive, to picking the right software solutions that support both in-office and remote workflows.
And, of course, I’ll share tips on scaling your hybrid practice without disrupting operations or losing those strong client relationships. Ready to make your firm thrive in today’s hybrid world?
Let’s do this!
If you’re thinking about making the jump from employee to entrepreneur, this session is for you. I’ll be walking you through how to build a rock-solid foundation for your accounting firm from day one.
We’ll dive into everything—from defining your vision and personal goals to setting up the right tech stack that fuels growth (instead of slowing you down). Plus, I’ll explain why starting with an exit strategy in mind is the secret sauce for long-term success.
If you’re ready to take your accounting business to new heights, I can’t wait to see you there!
REMOTE/Hybrid teams? Do you have one? Are you building one? DON’T DO IT THE HARD WAY! I’ve done it multiple times and touched that hot oven for you, so you don’t have to burn your hand!!!!
I will be teaching a two-hour interactive workshop with my good friend and colleague Nick Boscia. You will leave with a WHY and HOW to build a remote team to increase your profits and reduce expenses!
Created by Latitude39Creative
