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Insightful Accountant Presents: Firm and Ideal Client Evaluation and Ideal Client and Tech Stack Essential Verticals

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Insightful Accountant Presents: Firm and Ideal Client Evaluation and Ideal Client and Tech Stack Essential Verticals

Elevate your firm's technology game as I guide you through the process of developing a tailored tech stack that fits the needs of your firm. This is a four-part series I am hosting as part of Insightful Accountant’s Premium Content. 

  1. Firm and Ideal Client Evaluation and Ideal Client and Tech Stack Essential Verticals

  2. Practice Management Apps - Internal Use And Client-Facing

  3. Discovery and Onboarding, Re-engagement and Dis-engagement Tech

  4. Cloud Accounting Apps


Each series has three events - first, I host a webinar to teach the ideas and distribute worksheets. Then, we have two interactive deep dive sessions where we work together on the learnings, aiding you in implementing them into your firm. 

You can access all recordings and teaching materials if you missed a previous session in the series.


July 30 Webbie 3:00 PM Eastern

August 1 Interactive Deep Dive 3:00 PM Eastern 

August 6 Interactive Deep Dive 3:00 PM Eastern

Previous
July 22

Bridging The Gap
Next
August 6

Kellie's Workshop - Seven Simple Systems For Security Strength