Join Darren Xerri, CEO and Principal Consultant of Your Business First as he speaks to Mathew Grant, New Business Director at Waypoint, one of Australia’s leading cloud software implementation providers, Waypoint specialises in service delivery platforms in the Cloud Accounting industry.
A properly implemented practice management system can help accounting firms properly manage their clients with engagement letters, payment processing, workflow, sales management, client communication, reporting and much more.
As well as sharing with you their experiences, Mathew will discuss:
The current state of Practice Management software in the cloud accounting ecosystem
- The difficulty with defining a ‘source of truth’ for client information
- How a scalable workflow can mitigate ‘source of truth’ issues
- How Accelo solves workflow issues in practices
This webinar is ideally suited for owners who are looking to modernise their Accounting Firm and are looking to update their Practice Management System.
Are you looking to take the next step in the business cycle for your public accounting firm? Get in touch with Your Business First to assess your current position and look at ways to take your business to the next level. Give us a call today or email Darren.
Click here to view more webinars from this series.
