CPAacademy.org | YOUR STREAMLINED WORKFLOW WORKSHOP: HOW TO MAP IT.

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INCREASE EFFICIENCIES WITH BILL's ACCOUNTS PAYABLE TECHNOLOGY
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Your Streamlined Workflow Workshop: How to Map It. Standardize It. Automate It.

Business Management and Organization

YOUR STREAMLINED WORKFLOW WORKSHOP: HOW TO MAP IT. STANDARDIZE IT. AUTOMATE IT.

Cost Free

CPE Credits 1.5 hours

Subject Area 1.5 - Business Management and Organization

CE Credits 0.0 hours

Course Level Basic

Instructional Method Group Internet Based

Prerequisites None

Advanced Preparation None

Who Should Attend Bookkeeper
CPA - small firm
CPA - medium firm
Other

Series: Women in Accounting

Course Description

If you’ve found it a challenge to get more done in less time while striving for a more profitable bookkeeping or accounting practice, then the answer may be in your workflow. A documented, standardized, and streamlined workflow can have a dramatic effect on your productivity and your bottom line. But how can you go from chaos to a streamlined, efficient practice?

You start where you are and take one step at a time to map out, normalize and then automate your practice operations to reap the rewards (and peace of mind) that come with a truly efficient and profitable bookkeeping or accounting business.

Join Gabrielle Fontaine of The Freelance Bookkeeper for a 90-minute interactive, nuts-and-bolts online workshop session specifically for bookkeepers and accountants who want to…

Do more with less effort

Position your practice for growth and scalability

Leverage current online automation

See a real life example of an automated workflow using SmartVault with other integrated applications

You’ll walk away from this session with a clear, practical path to follow to go from where you are in your practice now to where you want to be in 2020 and beyond.

Gabrielle Fontaine

Bookkeepers.com

gabrielle@thefreelancebookkeeper.com

Gabrielle Fontaine is a Professional Bookkeeper and Accredited Small Business Consultant who runs a digital bookkeeping practice that has been 100% virtual since 2003. She's been named a Top 100 QuickBooks ProAdvisor and a sought-after speaker, trainer, and consultant online and internationally at accounting technology conferences. She is the author of numerous online training programs surrounding workflow, practice management, marketing, and cybersecurity for small accounting and bookkeeping firms.

Frequently Asked Questions

To receive CPE credit, you must register for the webinar before it starts.
CPE is available to all eligible participants within 24 hours of each webinar.
To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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About Our Sponsor

SmartVault offers secure, cloud-based document management and client portals specifically built for the unique security, compliance, and workflow needs of accounting professionals. Our automated workflows, integrations, and customization features allow you to create document workflows that work for you while providing confidence that your documents are always protected and secure.