Growing Client Services While Maintaining Your Sanity (ACGC)


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Discussion Leader
Laura Redmond


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Discussion Leader
Judie McCarthy


Discussion Leader
Aero Workflow

No Future Events exist.
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Growing Client Services While Maintaining Your Sanity (ACGC)

Customer Rating

Field of Study

Business Management & Organization

Level

Basic

Credits

1

Qualifies For

CPE

Overview

Firms often struggle with how exactly they can take on new clients and expand their client service offerings without descending into chaos. In this moderated discussion, Laura Redmond, co-creator of Aero Workflow and Judie McCarthy, co-founder of Client Hub, offer actionable insights on growing your firm intentionally.

Major Topics

  • Taking Stock – evaluating the current state of your firm
  • The role of technology in firm growth
  • How and when to apply automation tools
  • The importance of documentation
  • Planning: being proactive instead of reactive
  • Client communication and support

Learning Objectives

  • Evaluate the current state of your firm
  • Discover the role of technology in firm scalability and growth
  • Understand the importance of documentation in controlled growth
  • Differentiate Proactive firm management from Reactive firm management

Designed For

Accounting and bookkeeping professionals

Prerequisite

None

Advanced Preparation

None


'
Discussion Leader
Laura Redmond


'
Discussion Leader
Judie McCarthy


Discussion Leader
Aero Workflow

No Future Events exist.
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