You might be an expert at all things accounting and financial, but there is another set of skills required to be an entrepreneur and run your firm. In this session, we'll cover a slew of topics designed to help the accountant with the business side of their firm, including time management tips from multi-millionaires, how to build processes so you don't reinvent the wheel, how to onboard a client professionally, systems to consider, common industry metrics, and a bit on project management.
Upon successful completion of this course, participants will be able to:
- List at least five processes you need a procedure for
- Identify at least two systems you need to serve clients
- Define a time management technique that has saved accountants 10-20% of their day when implemented
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