Padgett Canada continues to empower their owners to move confidently into the future of running an accounting firm.
With their ongoing seminars and their annual Summer Conference, they support Padgett owners to receive timely and actionable live education.
I am honoured to have been included again this year, in the cloud transformation of Padgett.
2022
We are covering a range of topics.
Executing a successful QBO file review
Advisory services from a client perspective
Ecommerce 201 co-presented with A2X
Form building - prospecting, re-engagement, surveying
Here’s what we have we done together over the previous few years.
2020
Throughout the year, there were many sessions on embracing and using cloud financial technology efficiently.
Using a Chrome browser effectively
Dext, QBO, Plooto and Rewind - best practices, tips & tricks
Using QBO with next-level efficiency
At the conference, we focused on adopting cloud technology for not just accounting, but to transform how a Padgett office is run.
Client Management: Setting client expectations & boundaries using technology
Creating Digital Signatures
Setting Up Online Schedulers
Running Meaningful Virtual Meetings
Padgett Accounting Workflow & Collateral Templates: How to make them work for your office
2021
We focused on change management and adopting a cloud mentality to engage the Padgett offices with the future of a virtual business world.
Building a social media footprint
Computer and internet health and best practices
Creating a security policy