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Health Check: How to Keep Your Small Firm in Top Shape

HEALTH CHECK: HOW TO KEEP YOUR SMALL FIRM IN TOP SHAPE

Cost Free
Presentation Length 1.0 hour

Recorded DateNovember 8, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Series: Bookkeeper
Course Description

When was the last time you took a pulse on the health of your firm? If you’re like most small firm owners, it’s been a while. In this webinar, you’ll learn how to take a critical look at your revenue goals and create a big-picture strategy to drive your small firm’s profitability and success. You’ll walk away with real-world insight.

Learning Objectives:


  • Determine ways to connect with your purpose, foster more meaningful client relationships, and improve work-life balance

  • Identify how to use technology to streamline operations and save time so you can focus on more value-added activities

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Heather Walker

Thomson Reuters
General Manager of Emerging Accounts

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Heather is the General Manager of Emerging Accounts within the Tax & Accounting Professionals segment. In this role, Heather is responsible for driving sales, revenue, new customer acquisition, and creating an end-to-end digital channel that will delight customers and deliver new opportunities for growth in the business. Before this new role, Heather was Vice President of Product Management for Indirect Tax and Transfer Pricing in Corporate Tax & Accounting, where she led the global product strategy, planning, development, and go-to-market activities for these portfolios within the ONESOURCE™ product suite.

Previously, Heather worked in various Product Management roles in Legal, designing and managing online research solutions for customers in the legal industry, and served in U.S. Legal Technology, leading the program management office for WestlawNext. From January 2012 to February 2014, Heather served as Sr. Director of Super Lawyers, an acquired business within FindLaw. She managed sales and revenue performance, business operations, and strategic growth planning for the premiere attorney rating service.

Before joining Thomson Reuters in 2001, Heather worked in the Information Technology industry as a developer working to create highly functional websites for consumers and businesses in multiple sectors: insurance, retail, and government.

Heather has a Bachelor's Degree in MIS and Finance and an MBA in Strategic Management from the Carlson School of Management at the University of Minnesota.

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Christopher C. Papin wears many hats. He is a licensed attorney, a certified public accountant, and a life, accident, and health insurance producer. Chris was born in Edmond, Oklahoma. He received a Bachelor’s degree in accounting from the University of Oklahoma in 2004 and a Master’s degree in accounting from the University of Oklahoma in 2005. Chris became a Certified Public Accountant in 2007 and received his Juris Doctor degree from Oklahoma City University School of Law and was licensed to practice law in Oklahoma in 2008. Chris was admitted to practice before the United States Tax Court in 2010.

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Ali Williams

Yakima CPA Group
Owner

(509) 575-6406

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Ali Williams has three young kids and loves the busy life of a working mom and business owner! Ali resides in Yakima, WA where she loves spending time outdoors in the beautiful landscape that surrounds the Yakima Valley.
 
After graduating from Central Washington University with a Master's degree in Professional Accountancy, Ali and her husband moved to Dallas, TX where she worked as an auditor for a global public accounting firm. After a few years, an opportunity came up to move back to Washington with the plan to purchase a small practice from a previous employer. Ali has expanded the practice and focuses on advisory, accounting, and tax services for small businesses and complex individuals.

About Our Presenter

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Thomson Reuters (TSX/NYSE: TRI) (“TR”) informs the way forward by bringing together the trusted content and technology that people and organizations need to make the right decisions. The company serves professionals across legal, tax, accounting, compliance, government, and media. Its products combine highly specialized software and insights to empower professionals with the data, intelligence, and solutions needed to make informed decisions, and to help institutions in their pursuit of justice, truth, and transparency. Reuters, part of Thomson Reuters, is a world-leading provider of trusted journalism and news. For more information, visit tr.com.