The Paperless Playbook (ACPP)


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Discussion Leader
Damien Greathead

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The Paperless Playbook (ACPP)

Customer Rating

Field of Study

Business Management & Organization

Level

Credits

1

Qualifies For

CPE

Overview

Growing your firm requires capacity, productivity, and liquidity. And the best way to boost all three is by going paperless. Thanks to new technology, firms of all sizes now have the opportunity to work smarter, grow faster, and go further. But running a paperless practice isn’t just about how you store documents. It’s about how you interact with your clients, the way you process information, and even how you sell your services. In this webinar, you’ll learn the key steps to put in place to run a paperless practice and the growth opportunities this creates.

Major Topics

  • Technology components of a paperless office
  • Workflow considerations of going paperless

Learning Objectives

  • Recognize key mistakes firms make when going paperless and how to avoid them
  • Identify first steps to implement new, growth-driving processes
  • Determine the way to develop and productize technology-based services
  • Discover best practices from the leading firms

Designed For

Designed for: Bookkeepers, accountants, CPAs and tax professionals in public practice

Prerequisite

None

Advanced Preparation

None


'
Discussion Leader
Damien Greathead

No Future Events exist.
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