Running an accounting firm takes more than great client service. It takes structure, strategy, and strong internal systems.
In this webinar, you'll hear directly from two experienced firm operations directors on how they keep their teams organized, create efficient workflows and automations, and ensure smooth communication across clients and staff.
Whether you're looking to refine your processes, improve collaboration, or set your team up for a successful year, this session will give you the confidence to lead your team into 2026.
In this session, you'll learn:
- How to leverage automations to reduce bottlenecks and streamline client communication
- How to build communication systems that keep your staff and clients aligned throughout busy seasons
- How to design internal workflows that keep your team focused, efficient, and accountable
CPE Credit Information
Subject Area: Business Management & Organization
Course Level: Overview
Instructional Method: Group Internet Based
Prerequisites: None
Advanced Preparation: None
