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Advance Firm Workflow with Online Client Accounting
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Advance Firm Workflow with Online Client Accounting

When: 12/17/2013
2:00 - 3:00 PM EST
Where: Online Webinar
Contact: Louie Calvin

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Webinar Title

Advance Firm Workflow with Online Client Accounting

Webinar Description

Some aspects of accounting haven’t changed much over the years – debits are still debits, and credits are still credits. But now there’s a wide range of online client accounting tools that can simplify workflow and position your firm to provide a higher level of client service. Online client accounting can automate data collection and avoid process inefficiencies, like managing multiple versions of disconnected firm and client software – but that’s only the beginning. With the availability of cloud-based bookkeeping systems, client portals, and other collaboration tools, it’s possible to dramatically increase profit margins. This session will discuss the many ways to improve workflow when you take advantage of online client accounting.

Who Should Attend

Accounting Firms interested in new options to better serve their clients


Louie Calvin, Accounting CS Product Manager, Thomson Reuters

Ken McCall, Senior Consultant, Boomer Consulting, Inc.



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