Live Webcast
Ditching the Spreadsheets: How to Transition to a Scalable Practice Management System
Many accounting firms still rely on spreadsheets and manual checklists to manage clients, tasks, and deadlines—but these outdated methods can quickly become barriers to growth, visibility, and team collaboration. Learn how how to make the leap to a modern practice management system.
$0.00
Webcasts are available for viewing Monday – Saturday, 8am – 8pm ET.
Without FlexCast, you must start with enough time to finish. (1 Hr/Credit)
Secure Transaction CPE Credits
1 Credits: Business Management & Organization
Event Date: May 20, 2025 2:00 pm ET
Course Level
Basic
Format
Live Webcast
Course Description
Many accounting firms still rely on spreadsheets and manual checklists to manage clients, tasks, and deadlines—but these outdated methods can quickly become barriers to growth, visibility, and team collaboration. In this webinar, we’ll explore how to successfully transition from spreadsheet-based operations to a centralized practice management platform. You’ll learn what to look for in a system, how to prepare your team for change, and the immediate benefits of making the leap.
We’ll also demonstrate how Basil Practice Management helps firms break free from the spreadsheet trap—offering an all-in-one solution for tracking work, storing documents, managing client communications, and scaling efficiently.
Learning Objectives
By the end of this session, participants will be able to:
- Recognize the limitations of spreadsheet-based task tracking and client management.
- Define the core features and advantages of modern practice management systems.
- Create a transition plan to migrate workflows, documents, and communication out of spreadsheets.
- Improve operational visibility, accountability, and client service with the right technology tools.
Course Specifics
LIVE-WEBCAST-428417
basic understanding of fundamental tax law concepts
None
Compliance Information
CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.
Meet The Experts
Alison Garcia is an expert in the accounting and bookkeeping industry, with an in-depth understanding of the operations and challenges faced by accounting firms. As a dedicated customer champion, Alison actively engages with clients to identify their needs and recommend tailored strategies for integrating Basil’s features into their workflows. Her skill in aligning Basil’s capabilities with the unique pain points of accounting firms ensures that clients not only address their challenges but also maximize their software investment. Alison’s approach is rooted in empowering clients through personalized training, equipping them with the tools and knowledge to fully leverage Basil’s potential for …