Practice Transformation:

the Ideal Bookkeeping Practice
(PTIB)

DURATION
10 Sessions + 2 bonus sessions

DATES
Sept 29, 2020 - December 17, 2020

MEETING SCHEDULE

Weekly Meetings
 Tuesdays from 12:00 - 2:00 PM EDT
Optional Weekly Study Halls
Thursdays from 12:00 - 1:00 PM EDT

COURSE DESCRIPTION

This course equips you through education, peer-to-peer collaboration, hands-on exercises, and guided client interactions to build the next version of your bookkeeping practice.*

During your journey to the next version of your practice, we will focus on several key areas that drive increased efficiencies, profitability, and client value including:

• Ideal Client Discovery
• Strategies for Building a Practice Around Your Ideal Client
• Technology Adoption - Vetting and Selecting the Right Solutions
• Process Refinement and Standardization
• Modernized and Secure Client Collaboration
• Data Collection and Data Capture Automation
• Accounts Payable Automation
• Fostering Practice Wide Adoption: Change Leadership for Your Team and Your Clients
• Strategies for Effective Pricing
• Building Adaptive Capacity for Ongoing Growth and Development

PRICE
$595/month for 3 months, or
$795/month for 3 months with Private Mentoring

*This course is also well-suited to client accounting service (CAS) divisions in regional CPA firms.

Enrollment Coming Soon!

Practice Transformation:

Personal and Team Productivity
(PTpro)

DURATION
10 Sessions

DATES
July 28, 2020 - September 23, 2020

MEETING SCHEDULE

Weekly Meetings
 Tuesdays from 12:00 - 2:00 PM EDT

COURSE DESCRIPTION

This course provides you with the knowledge, tools and support to conquer task overload, achieve and maintain a zero-inbox, harmonize work and life, adopt extreme intentionality and maximize productions. Most of the course focuses on personal productivity with bonus strategies for deploying the principles throughout your team.*

During this course, we will address the challenges you face in task management and implement some tried and true methods to corral the chaos including:

• Overcoming Productivity Myths and Roadblocks
• Understanding how Effective Prioritization Impacts Productivity
• Exploring an Effective Methodology for Optimizing Task Completion
• Achieving Zero Inbox
• Capturing Inputs and Converting Them into Actions
• Engaging and Maintaining a High-Productivity Lifestyle
• Taking It to Your Team (or to your client's team)*
  • Harmonizing Individual Actions into Team Projects
  • Fostering Team Adoption and Developing Strategies for Continual Improvement

PRICE
$595/month for 3 months, or
$795/month for 3 months with Private Mentoring

*This course is very effective for solopreneurs as well as team leaders.