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In other words, this series will set the "cloud accountancy" bar as complete, comprehensive, and cloud-based digital transformation for accounting and bookkeeping practices. Per the standard described in this series of online training events, your practice is 100% cloud-powered with a focus not just on the accounting platform you use but the whole of your operations including client data handling, production automation, workforce virtualization, the mobilization of your client interactions…and more!
Part 1 of the series is a keynote address by Joe Woodard called "Accountancy in the Age of Digital Transformation." Parts 2-8 of this series of online training events will include keynote presentations, roundtable discussions, audience Q&A, and panel conversations.
We are excited to work alongside Intuit QuickBooks to bring this fresh challenge to the accounting and bookkeeping professionals!
Part 5: Liberating Your Practice from Capacity Constraints
Learn how to implement the right strategies through the intentional use of QuickBooks Online-integrated technologies. Join Joe Woodard to explore these strategies and ultimately reduce high-pressure work loads and add more value to your client relationships.
Part 6: Liberating Your Practice through Strategic Pricing
Defining the right pricing model is an ever-increasing challenge for bookkeepers, accountants, and CPA firms. To maximize revenues, you must be strategic about pricing cyclical bookkeeping, accounting, and advisory services and, ideally, you should offer a 3-tiered model that allows the client to effectively price themselves through the choice of the plan.
Part 7: Liberating Your Practice through Extreme Automation
Over the past decade, the bookkeeping profession has enjoyed a deluge of exciting new technologies, most of which are designed to reduce, or even eliminate, the manual bookkeeping process. However, this unprecedented opportunity to modernize bookkeeping comes with challenges. During this online training event, Joe Woodard will address these challenges and provide pathways for you to maximize automation technologies in your practice.
Part 8: Deploying the Principles of this Series in Your Practice: Effective Planning and Change Leadership
During this final segment of the series, Joe Woodard and Heather Satterley, CPA will focus on strategies and best practices to help you implement the principles of “practice liberation” with your clients and with your team members through effective practice planning and change leadership.