If your team is experiencing workflow challenges since the coronavirus outbreak, you’re not alone. The public accounting industry is quickly evolving as COVID-19 forces firms to go remote, adapt to changes in the 2019 filing deadline, and virtually communicate with clients. As practices, services and technology evolve, so should the client experience and how to collaborate with clients. Now more than ever it’s important to understand how each aspect of our firm connects in order to maintain an effective, efficient and more profitable practice.
OfficeTools product manager Nicole Fluty will teach you to take holistic approach and embrace technology in your practice by examining your client intake, project management, and service delivery processes within what she calls, “the Practice Management Lifecycle.”