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ON-DEMAND WEBINAR SERIES

Strategies to overcome capacity challenges

Are you looking for effective strategies to create capacity within your practice?

 

By dedicating time to improve your processes, leverage technology, and better manage your client relationships, you have the power to unlock untapped capacity within your practice.

 

Watch on-demand, two 30-minute workshops with Rebecca Mihalic—Director at businessDEPOT—as she shares practical tips and guidance to help you implement key strategies in your practice to embrace technology and streamline your processes, to increase capacity and your bottom line.

 

Request your link to watch On-Demand:

SESSION 1: Create capacity by embracing the evolution of accounting professionals


SESSION 2: Create capacity by effectively managing client relationships

 

Watch on-demand now!

Session 1: Create capacity by embracing the evolution of accounting professionals

Over time, people in the accounting industry and their needs have changed. That, alongside the ongoing pressure on resources, has added stress to the accounting industry. As a result, it has become absolutely crucial for firms to adapt and evolve in order to attract exceptional talent and enhance their capabilities. During this session, you will gain valuable insights into the following:

 

  • The transformative changes that have occurred and the path that led us here
  • The benefits to investing in young and junior team members
  • The need to plan for an ongoing flexible work environment to remain competitive
  • How to leverage technology to give back hours to your team and increase efficiency

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Session 2: Create capacity by effectively managing client relationships

Client relationships are the cornerstone of successful accounting and bookkeeping practices. However, in the midst of our busy schedules, most of us may unintentionally neglect the significance of effectively managing these relationships. During this session, you will discover strategies to enhance your firm's capacity by:

 

  • Managing client expectations through comprehensive engagement processes
  • Controlling the work in process to reduce turnaround time and meet deadlines
  • Efficiently communicating any changes in a timely manner

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Meet your speakers

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Host

Brendan Allen

Manager, Key Accounts Team at Ignition

RebeccaMihalic

Exert Panellist

Rebecca Mihalic

Director at businessDEPOT

Strategies to overcome capacity challenges