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Free cpe webinars
Building a Practice That Soars: Remove Friction, Automate Processes & Modernize

BUILDING A PRACTICE THAT SOARS: REMOVE FRICTION, AUTOMATE PROCESSES & MODERNIZE

Cost Free
Presentation Length 1.0 hour

Recorded DateJune 29, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Series: Bookkeeper
Course Description

Most accountants and bookkeepers struggle with process inefficiencies, dated technologies, scope creep, and high friction with client collaboration, resulting in extreme workload pressures and limited capacity in their practices and lives. In other words, they are “flapping” when they should be “soaring!” 

ARE YOU EXHAUSTED, OVER-WORKED AND UNDER-COMPENSATED? 

Attend this powerful webinar presented by practice management expert Joe Woodard as he leverages his 20+ years of consulting and training experience to present practical designs for leveraging technologies, streamlining processes, maximizing your team’s productivity, and developing a production model that scales.  

Learning Objectives:


  • Identify proven strategies for streamlining interactions - including ways to manage these interactions in virtual, work-from-home environments. 

  • Review best practices for building scalable, highly efficient production workflows for bookkeeping and tax services. 

  • Demonstrate key technologies that reduce friction, enhance client experience, and increase practice efficiencies (A panel conversation). 


FACE YOUR CHALLENGES HEAD-ON. REDUCE FRICTION IN YOUR PRACTICE. THIS IS YOUR TIME TO SOAR! 

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Joe Woodard

Woodard
Founder & CEO
jwoodard@woodard.com
(404) 857-0700

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As an author, consultant, business coach, and national speaker, Joe has trained over 125,000 accounting and business professionals in areas of practice development, changing technology trends, strategic consulting, and how to maximize the use of accounting software in their practices.

Joe is the host of Woodard Institute, Woodard Alliance and one of the world's leading training conferences for small business advisors called Scaling New Heights(R). In 2012 and 2014-2021 Joe was recognized by Accounting Today as one of the Top 100 Influential People within the accounting profession.

Joe regularly publishes articles for Intuit publications and for Insightful Accountant, and Joe has been featured repeatedly in Accounting Today and AccountingWEB in both articles and in video interviews. Joe is the CEO of Woodard Events, LLC which provides education, coaching, resources, and a community for small business advisors and small business owners within the accounting industry.

About Our Presenter

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Woodard empowers small business advisors to transform their practices and their clients through education, coaching, resources, and professional communities. Our education programs provide some of the most advanced and relevant training in the world, our coaching program is regarded as the most comprehensive and high-impact program of its kind, our resources are unique and high-impact, and our communities gather some of the most experienced - and kindest - advisors in the world."