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3 Ways Accounting/Tax Firms Can Tame Digital Overload & Increase Productivity

3 WAYS ACCOUNTING/TAX FIRMS CAN TAME DIGITAL OVERLOAD & INCREASE PRODUCTIVITY

Cost Free
Presentation Length 1.0 hour

Recorded DateSeptember 30, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaPersonal Development
Course LevelBasic
Course Description

What’s going on right now in the accounting profession? Why is everyone so tired and burned out? Has the workload increased? Are clients more difficult to deal with? Or is it something else entirely? In this presentation, Andrew Wall and Chris Farrell will explore the reasons why everyone is stressed out and show you key ways you can shift how you spend your time so that your life becomes manageable, your days become productive and satisfying, and you elevate the relationships you have with your clients and staff so that everyone can THRIVE.

You’ll leave with practical and actionable things that firm owners and partners can do to leverage their time. Once you master these simple things, you’ll create an environment where you and your team can thrive and everyone can do the best, most satisfying—and yes, FUN—work of their lives. Bring your open mind and sincere desire to make the upcoming year your best year yet, with more awesome years ahead, each building on the last.

Learning Objectives:


  • Identify the surprising real reason everyone is so stressed out right now 

  • Outline key techniques to leverage your time as a leader so that everyone can work at peak levels and enjoy it 

  • Compose an action plan for how to roll this new way of thinking out in your firm, with milestones included

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Andrew Wall CPA, CMA

CPA4it.ca
Managing Partner
a.wall@cpa4it.ca
(800) 465-7532

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Andrew Wall is a Chartered Professional Accountant and Certified Management Accountant with over 19 years in accounting and IT development. He is the managing partner at CPA4it.ca; a cloud-based accounting firm focused on helping small businesses. Andrew is a global thought leader and has been recognized as the top 100 Accounting influencers (Avalara.com).

Andrew is passionate about the cloud. His firm CPA4it.ca has been ranked as one of the top 100 cloud brands in the world (onalytica.com), and Andrew has been recognized as one of the top 50 cloud accountants in North America four years in a row (hubdoc.com).  

Andrew’s first experience with cloud accounting was as a developer on a cloud-based accounting application. In 1999 Andrew and a team of developers applied for a patent on web-based software that enabled accountants to work with offshore resources. As a result of his work on this software, Andrew has appeared on the CBC television show “Venture” and was invited to speak at the International Trade Centers executive forum on global outsourcing.
 

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Chris Farrell

Liscio
CEO
chris@liscio.me
(765) 566-7127

Lisciologo

Chris has spent his career working both as an accountant and with accountants. Chris started at Arthur Andersen and served as a public-company CFO prior to Liscio. For the last decade, Chris has worked with accountants to improve business operations, efficiencies and profits.

About Our Sponsor

Lisciologo
Liscio’s mission is to empower professional services firms of all sizes to put their clients first. By starting with the customer and delivering a secure mobile platform for them to exchange sensitive information with you, Liscio delights clients, increases engagement, and deepens their connection to the firm.  Client Experience 2.0 begins with Liscio.