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:
Vasquez Services / QuickBooksEnEspanol.com
Business Advisor and Strategist
[email protected]
(786) 505-1113
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.