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Free cpe webinars
Building a Cutting-Edge Process for a Successful Year-End Experience

BUILDING A CUTTING-EDGE PROCESS FOR A SUCCESSFUL YEAR-END EXPERIENCE

Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 19, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Having a whiteboard up and really defining the process for your team and client experience is key to having a smooth ride and success, especially during year end. Let's dive into how technologies can help us create this client experience process and help our team have a more streamlined process during a very hectic season.  

Learning Objectives:


  • List all the different technologies available to streamline your client experience during the year-end time

  • Outline the client experience and the team interaction with the company process

  • Determine how to build a successful experience based on a streamlined process that works 

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Qbenespanol

Vanessa's superpower is to inspire Hispanic entrepreneurs to create a living legacy with their businesses by combining strategic plans, bulletproof processes, and strong finances with their passion and material talent. Destroying the kryptonite of small business, which is the lack of knowledge, Vanessa presents the correct tools and methods for businesses to grow and expand. Her main focus has always been helping business owners streamline their financial management processes through education and the application of technology.


As a Latina Entrepreneur for more than 20 years and Wonder Mom, Vanessa recognizes the importance of providing learning opportunities and financial solutions for the rapidly growing Spanish-speaking small business community. She received the prestigious award of Top ProAdvisor of the Year for her expertise and certifications. She is the creator and producer of Conferencia F.I.T., a conference on Finance, Innovation, and Technology for the Hispanic Community. Content Creator for the Firm of The Future, CPA Academy, Insightful Accountant, and Intuit Trainer Writer Network member. Named Top App-Ologist for the Top 100 ProAdvisors. Advanced Certified ProAdvisor on QuickBooks Online and QuickBooks Desktop.

About Our Sponsor

Basilpracticemanagementlogo
Experience refreshingly simple accounting practice management with a suite of features designed to streamline your workflow. Our platform includes a secure client portal for safe data exchange, comprehensive client data management for easy access to client details, eSignatures for quick document approvals, task and workflow management to keep your projects on track, and a virtual drive for all your storage needs. Additionally, we offer time tracking to monitor billable hours efficiently, customizable forms to fit your specific needs, CRM for maintaining strong client relationships, seamless billing to simplify your invoicing process, email integration to keep all communications in one place, and a calendar to manage your schedule effortlessly. Plus, with our mobile app, you can manage your practice on the go. Start your free trial today!