A clear view of your firm's activities and key metrics is critical to running a sustainable and successful firm. Have you ever wondered how you can streamline your operations? Would you like to be more agile in your processes? We will discuss key firm management processes with an experienced practice management implementation consultant with 10+ years of experience helping accounting firms.

Here are some of the topics we'll discuss:

  • Finding and fixing bottlenecks — how to analyze your current processes and tips to eliminate bottlenecks.
  • Reducing search time — centralized information is key to developing a proactive approach towards client management.
  • Providing staff feedback — a firm’s staff is their most valuable resource, so evaluating, growing, and rewarding staff is critical.

This webcast offers practical solutions for common practice management issues. From effectively managing staff and client work to evaluating your profits, you'll learn innovative ways to improve your practice management.

Key Speakers

Pamela Butler
Senior Technical Consultant, Thomson Reuters
Christie Johnston
Project Manager, Thomson Reuters
Danielle Lee
Managing Editor, Accounting Today