Scaling New Heights

Advanced Training for Accounting Professionals

How I Saved My CAS Practice - Our Journey to the Cloud

Speaker(s): Sara Woodruff

I thought I was prepared, but then COVID almost killed a key employee. Learn how we used MS Teams/SharePoint, OneNote, and Click Up to survive.

Learning Objectives: 

  • Identify what is missing in your internal systems.
  • Analyze the areas of your business to start systemizing ASAP. 
  • Identify various ways to record detailed processes with OneNote and Clickup.
  • Understand the basics of MS Teams/SharePoint and strategies for moving data off a LAN.

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