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Get Schuff Done Workshops; Going All In On A Password Manager App
Get Schuff Done Workshops; Going All In On A Password Manager App
Five workshop-y, actionable, in-the-moment sessions in Jason Staats Realize Community.
Workshop Four - Going All In On A Password Manager App
It can seem daunting to go all in on a password manager; to let go of the ease of using Chrome to store your login details, to not use your pet/child name and “1234!” at the end of those names (not that anyone does that)and to give up control of knowing your passwords.
This was me. I knew I had to adopt a password manager. My password “system” stank - it was insecure and frustrating. But it was the enemy I knew.
So, although I signed up for 1Password, I was not engaged in it. I didn’t love it - in fact, I loathed it. But I made a deal with myself to dive in, I set a deadline to get my act together and go all-in on it. It was intense, frustrating and painful - but only for a few days. When it was all set up a wonderful thing happened. Once I went all in, it turns out I loved using my 1Password.
I did not see this coming. Before I went all in, I was fully committed to not embracing this change. Now, I want to help you experience loving a password manager.
This workshop is dedicated to giving you the actionable steps to get this done and dusted!
Just because it’s simple does not mean it’s easy!
It may seem obvious that you must implement or improve your processes and technology choices for the above workshops. Still, many of us haven’t because we need support and accountability to get them done. Fires are burning, and it is easier to deal with those if you haven’t committed to a group setting to get schtuff done.
So commit! Join us! Let’s get schtuff done!
These live sessions will be recorded, and workshop materials will be downloaded and referred to.
This is a Realize Community event series. You must be a member to participate.
I highly recommend you join Jason Staats's amazing group - you will love it there!
Upcoming Workshops
Tuesday, Jun 11, 2024 - Implementing/Improving An Online Schedule
Thursday, July 11, 2024 - Optimizing Chrome Browser
Past Workshops - resource materials available in Realize
CPB Canada Webinar - Making Your Workflows Work For You: Crafting workflows that create efficiency and joy in your day.
CPB Canada Webinar - Making Your Workflows Work For You: Crafting workflows that create efficiency and joy in your day.
Sponsored by Financial Cents - redefining how bookkeeping firms get work done
As more and more processes and documentation become cloud-based and collaborative, security systems among stakeholders are a must-have. It is essential for your business and your clients’ businesses. But where do you start? In this session, we will go through the systems you can implement right now and how you can engage your team and clients in the processes.
This session will cover:
Defining the outcome of your workflows
Creating a decision matrix on what workflows to create
Setting up workflows in spreadsheets to make them quick to design and implement
Setting up workflows as milestones and tasks
Get Schuff Done Workshops; Rocking An Online Scheduler
Get Schuff Done Workshops; Rocking An Online Scheduler
Four workshop-y, actionable, in-the-moment sessions in Jason Staats Realize Community.
Workshop Four - Rocking An Online Scheduler
Let's get you set up in one of the most efficiency-creating apps in existence - the automagical online scheduler.
Manage your time without wasting your time managing it, have your boundaries enforced for you, get paid for out-of-scope meetings and "I just need to pick your brain a little" asks.
It doesn’t matter what scheduler you want to set up - 17Hats, Acuity, Book Like A Boss, Calendly, TidyCal … they are all great. What matters is you join us to get one set up.
This workshop will make you accountable for subscribing to a scheduler and starting the set-up process.
“Putting on your shoes is the hardest part of going for a run.”
Let’s take it to the next level, even if you already use a scheduler. This workshop will make you sit down and add/enhance your booking slots by creating new boundaries and clearer expectations using key forms and questions.
The process is the same for all online schedulers, so let’s do it together so it gets done!
Just because it’s simple does not mean it’s easy!
It may seem obvious that you must implement or improve your processes and technology choices for the above workshops. Still, many of us haven’t because we need support and accountability to get them done. Fires are burning, and it is easier to deal with those if you haven’t committed to a group setting to get schtuff done.
So commit! Join us! Let’s get schtuff done!
These live sessions will be recorded, and workshop materials will be downloaded and referred to.
This is a Realize Community event series. You must be a member to participate.
I highly recommend you join Jason Staats's amazing group - you will love it there!
Upcoming Workshop
Thursday, July 11, 2024 - Optimizing Chrome Browser
Past Workshops - resource materials available in Realize
Tuesday, March 19, 2024 - Form Building to Craft Seamless Information Gathering
Wednesday, Apr 24, 2024 - Building Slide Decks To Craft Communications
Tuesday, May 14, 2024 - Implementing A Password Manager App
Scaling New Heights
Scaling New Heights - Boldly Go
Accounting professionals find themselves at the inception of an unprecedented shift within the profession, producing challenges like commoditization, staffing shortages, capacity constraints, and radical shifts in technology…including the rapidly expanding impact of AI. Steering your practice over the coming years requires courage, direction, intentionality, and a healthy measure of grit. In other words, to embrace the future, accountants and bookkeepers must ‘boldly go!'
I am hosting three sessions.
Making Your Workflow App Work For You: Choosing and implementing a practice management app
Do You Google - Part One: Chrome Identities, Themes & Customization
Do You Google - Part Two: Discovering the efficiency of Google apps
Get Schuff Done Workshops; Chrome Identities, Themes & Customization – How To Create Insane Work Efficiency In The Cloud
Get Schuff Done Workshops; Chrome Identities, Themes & Customization – How To Create Insane Work Efficiency In The Cloud
Five workshop-y, actionable, in-the-moment sessions in Jason Staats Realize Community.
Workshop Five - Chrome Identities, Themes & Customization – How To Create Insane Work Efficiency In The Cloud
The cloud accounting and business software that many accounting professionals are embracing, learning about – or are scared of – is internet-based.
Your browser setup and user habits largely dictate your cloud technology experience.
Optimizing your Chrome browser makes the cloud app user experience more productive and less frustrating and can save you huge amounts of time.
In this workshop, we will optimize your Chrome browser.
We will walk through setting up identities and themes, adding extensions, and using folders with bookmarks to move through actions. You will also learn how to synch your “now perfect browser” across multiple devices—work from everywhere, anytime, using a system you love.
We will demo how you can quickly set your team and clients up with their own custom browsers so they can collaborate with you more efficiently. You will make their day as efficient as yours!
In particular, we will set up QBO navigation and deep links - you will love how quickly you can move through your QBO actions!
Just because it’s simple does not mean it’s easy!
It may seem obvious that you must implement or improve your processes and technology choices for the above workshops. Still, many of us haven’t because we need support and accountability to get them done. Fires are burning, and it is easier to deal with those if you haven’t committed to a group setting to get schtuff done.
So commit! Join us! Let’s get schtuff done!
These live sessions will be recorded, and workshop materials will be downloaded and referred to.
This is a Realize Community event series. You must be a member to participate.
I highly recommend you join Jason Staats's amazing group - you will love it there!
Past Workshops - resource materials available in Realize
Tuesday, March 19, 2024 - Form building workshop
Wednesday, Apr 24, 2024 - Building Slide Decks To Craft Communications
Tuesday, May 14, 2024 - Implementing A Password Manager App
Tuesday, June 11th, 2024 - Rocking An Online Scheduler
#TaxTwitter Retreat
#TaxTwitter Retreat
The unconventional, unforgettable, anti-conference.
Born from the vibrant #TaxTwitter community's desire to connect beyond the keyboard, this event is back after a phenomenal debut in Denver, CO, now hitting the lively streets of Chicago, IL. Forget boring conferences – The Tax Retreat is the "Anti-Conference," where camaraderie reigns supreme, knowledge flows freely, and fun is non-negotiable.
Join us for a weekend packed with community, engaging education sessions, and opportunities for aspiring speakers to shine. Whether you're a seasoned pro or a fresh face in the tax world, The Tax Retreat promises an unforgettable experience where connections are made, laughter is abundant, and memories are cherished. Don't miss out – secure your spot now for an epic tax extravaganza!
Bridging The Gap
Bridging The Gap Conference
Take advantage of an exceptional opportunity to experience three days of meaningful discussion and interaction in our nation’s charming Windy City, Chicago, Illinois. This is your chance to link arms with colleagues from diverse backgrounds and come together for a common purpose – to learn, network, bridge generational gaps, prioritize health, and find success! You don’t want to miss out on the ultimate collaborative conference – see you in Chicago!
CPB Canada Ignite Conference
CPB Canada Ignite Conference
This is the conference that changed my business life!
Why attend?
The IGNITE 2024 Conference brings together Canada’s community of bookkeeping, accounting, and finance professionals along with a range of industry partners. Whether you are a sole proprietor, work at or manage a small, medium, or large practice, or have a career in accounting, IGNITE 2024 has much to offer you – from peer networking, over 50 hours of professional development sessions, an expansive tradeshow, and a range of social events.
IGNITE 2024 content is thoughtfully curated by industry professionals to be relevant and practical to build your capacity and skills.
Who Should Attend?
Bookkeeping and accounting professionals
Chartered Professional Accountants (CPA)
CFOs, Managers and Controllers
Realize Community - Practice Management Ask Me Anything
Realize Community - Practice Management Ask Me Anything
Choosing Practice Management software is such a big decision for you as a firm owner and there are so many tools to choose from.
Jason Staats is hosting a Practice Management Ask Me Anything session.
The panellists are his Advisors In Residence*, with expertise using tools like Canopy, Financial Cents, Karbon, Keeper and TaxDome.
Jason is going to be asking us about everything - from features to support, onboarding, client/team adoption, and whatever else you want to pop in here.
Please join us for this special Realize meetup, where we can pick the group's brain for an hour.
What is each PM tool best at right now?
What are they not great at right now?
What new stuff are you most excited about?
How is the onboarding process?
How has adoption been with clients and team members?
Client portal wins and woes?
This session will be recorded *and run as a live stream inside the community.** So simply come to this event page to join the fun (no Zoom links).
*Realize members have the opportunity to book a 50-minute session with each of his advisors once/quarter as part of your membership fee - super valuable perk.
**This is a Realize Community event series. You must be a member to participate.
I highly recommend you join Jason Staats's amazing group - you will love it there!
Get Schuff Done Workshops; Building Slide Decks To Craft Communications
Get Schuff Done Workshops; Building Slide Decks To Craft Communications
Five workshop-y, actionable, in-the-moment sessions in Jason Staats Realize Community.
Workshop Two - Slide deck building for communicating
Let’s build some beautiful communications together. Engaging communications create engaging relations; slide decks (Google Slides, Microsoft PPT…) are a powerful yet simple medium to craft your communications.
We will run through how to build communications to create harmonious relationships. From client collaboration guides to employee handbooks to firm standard operating process manuals, strong slide decks create enagaging mediums for you and your audience to share and collaborate.
This session will explore the necessary elements of great slide deck communications - how to leverage the features of slide decks to create brand consistency, readability and engagement. We will build the base elements of a client collaboration guide in Google Slides and Microsoft PPT.
Just because it’s simple does not mean it’s easy!
It may seem obvious that you must implement or improve your processes and technology choices for the above workshops. Still, many of us haven’t because we need support and accountability to get them done. Fires are burning, and it is easier to deal with those if you haven’t committed to a group setting to get schtuff done.
So commit! Join us! Let’s get schtuff done!
These live sessions will be recorded, and workshop materials will be downloaded and referred to.
This is a Realize Community event series. You must be a member to participate.
I highly recommend you join Jason Staats's amazing group - you will love it there!
Upcoming Workshops
Wednesday, Apr 24, 2024 - Building Slide Decks To Craft Communications
Tuesday, May 14, 2024 - Implementing A Password Manager App
Thursday, July 11, 2024 - Optimizing Chrome Browser
Past Workshop - resource materials available in Realize
Tuesday, March 19, 2024 - Form building workshop
Get Schuff Done Workshops: Form Building to Craft Seamless Information Gathering
Get Schuff Done Workshops: Form Building For Seamless Information Sharing
Four workshop-y, actionable, in-the-moment sessions in Jason Staats Realize Community.
Tuesday, March 19, 2024 - Form building
Let’s build some beautiful forms together. Engaging forms create engaging relations and are often the first point of contact - and first impressions matter.
We will run through how to craft forms to create harmonious relationships and manage boundaries. From vetting to information gathering to surveying, strong forms create seamless ways for you and your audience to share and collaborate.
This session will explore the necessary elements of great forms, features to look for in form-building apps and how to leverage them, and we will build a client survey form in Google Forms (Google forms can be imported to almost every form app).
Just because it’s simple does not mean it’s easy!
It may seem obvious that you must implement or improve your processes and technology choices for the above workshops. Still, many of us haven’t because we need support and accountability to get them done. Fires are burning, and it is easier to deal with those if you haven’t committed to a group setting to get schtuff done.
So commit! Join us! Let’s get schtuff done!
These live sessions will not be recorded due to the sensitivity of some sharing (and caring) that will happen. But there will be workshop materials to download and refer to.
This is a Realize Community event series. You must be a member to participate.
I highly recommend you join Jason Staats's amazing group - you will love it there!
Upcoming Workshops
Wednesday, April 24th, 2024 - Building Slide Decks To Craft Communications.
Tuesday, May 14, 2024 - Implementing A Password Manager App
Tuesday, June 11th, 2024 - Implementing/Improving An Online Scheduler
Dext & Financial Cents Present Protect Your Time: Using Technology to Improve Client Communication
Dext & Financial Cents Present Protect Your Time: Using Technology to Improve Client Communication
The accounting landscape has seen some drastic changes in recent years, spurred by advancements in technology and a rapidly evolving business environment.
While these changes have streamlined a host of tasks with accounting automation, they’ve also raised the bar for what clients expect in terms of communication.
Today’s clients crave real-time, personalized and value-rich information that can help them make more informed decisions. Gone are the days when a monthly newsletter or an annual review would suffice. But what do you do when it’s too much? How do you set boundaries in an instant-messaging world?
Join me as I discuss how technology can facilitate improved client communication while also protecting your time.
Financial Cents Accounting Flow Podcast
The Financial Cents Accounting Flow Podcast - Using Checklists to Build a Lifestyle Firm
Listen in as the always interesting Roman Villard and myself chat about using checklists to scale a firm, although I love to say I use checklists to create a lifestyle firm.
You don’t need to want to scale like the dickens to embrace checklists. They can free you up to do things you love outside of work!
CPB Canada Webinar - Social Media 101 For Accounting Professionals
CPB Canada Webinar - Social Media 101 For Accounting Professionals
Social media can be a fun and rewarding experience. Yes, I said fun. It can also be immensely educational. Whether you are socially shy or want to go all in on your digital life, this session will be all about projecting your genuine self in easy-to-follow, actionable steps. We will start with how to build a brand identity kit that will make it easy to post a consistent and genuine vision of you and your business. We will run through the social media and digital options to get your brand out there in a simple-to-implement manner. Then, we will discuss how to create a professional, rewarding social media experience for you and your firm. “You are what you call up in the universe. If you call up positive experiences, not only will the universe deliver, but your social media feeds will as well."
Realize Meetup - Swiping Left: Evaluating what needs to be kicked to the curb to make way to build your ideal firm.
Swiping Left: Evaluating what needs to be kicked to the curb to make way to build your ideal firm.
A mastermind session, in Jason Staats’s Realize Community.
This month start to build a firm you will love. We evaluated where you were and where you want to go last month. Now we create the actionable steps to get you there.
These are live sessions and will not be recorded due to the sensitivity of some of the sharing (and caring) that will happen. Fixing your firm is personal and scary! And necessary!
This is a Realize Community event series. You must be a member to participate.
I highly recommend you join Jason Staats's amazing group - you will love it there!
Financial Cents Workflow Challenge
Financial Cents Workflow Challenge
Join me and Dawn Brolin, CPA, on a 3-day Workflow Challenge to get on top of your workflow as the year begins and tax season approaches.
You have the expertise to help your clients keep their finances on track, identify risks, optimize tax savings, and much more but you’re worried that you don’t have enough time in the day to get everything done.
You don’t know the status of half your client’s work and your firm is always in a race against deadlines.
Everything is all over the place - client updates in your notebook or sticky notes, different client documents in Dropbox and Google Drive and your staff’s computer download files.
Tax season is characterized by sleepless nights and spending little to no time with your family.
You know it shouldn’t be this way, and you want things to change.
The first step is to set up the right systems in place and systematize your workflow.
Realize Meetup - Swiping Right: Analyzing your firm to build a profile you would swipe right on.
Swiping Right: Analyzing your firm to build a profile you would swipe right on.
A mastermind session, in Jason Staats’s Realize Community.
This month we deep dive into your firm for how it is now, and what it would look like if you loved it.
These are live sessions and will not be recorded due to the sensitivity of some of the sharing (and caring) that will happen. Fixing your firm is personal and scary! And necessary!
This is a Realize Community event series. You must be a member to participate.
I highly recommend you join Jason Staats's amazing group - you will love it there!
Realize Meetup - Crafting Client Communications
Swiping Right - Crafting Client Communications
A mastermind session, in Jason Staats’s Realize Community, on building client communications to set clear guidelines on collaborating together.
This month, we craft content to work in harmony with our clients.
In this masterclass, we will cover how to craft client communications to set the stage for harmonious relationships. Create confidence and understanding for your clients in how to work alongside your firm. Build content that will set the stage for truly collaborative relations - that empower them to understand the technology you work in, how to share, and communicate with, what your scope of work is and when they are stepping out of your boundaries.
Together, we will noodle through both the content to build and the technology and applications to use to build them.
This is a monthly series on client engagements I’ve developed just for the Realize Community event series. You must be a member to participate.
I highly recommend you join Jason Staats's amazing group - you will love it there!
Insightful Accountant Future Forward - Strategies For Niching Success
Insightful Accountant Future Forward - Strategies For Niching Success
They say the riches are in the niches, but are they?
Niching can be of tremendous value to your firm by allowing targeted marketing, scalable services, lifestyle business building, tight workflows and technology stacks. But it can also be scary when considering market fluctuations in industry verticals or limited market space if you niche too deeply.
Successfully niching an accounting firm involves careful planning and execution. In this webinar, we will discuss the wins and woes of niching, strategies for creating a niche or ideal client profile and how to become a subject matter expert to grow your base of niche clients.
Financial Cents - Streamline your processes and grow your Canadian Bookkeeping Firm
Financial Cents - Streamline Your Processes and Grow Your Canadian Bookkeeping Firm
Join me for a webbie where we will walk through not just how to create processes but how to bring everything together in a streamlined way so you can grow your firm.
For Canadians!
We will cover a few things that relate especially to us as Canadian accounting pros, like accrual and VAT tax accounting.
Bring your thoughts and questions, and let’s noodle together as a group!
Realize Meetup - Setting Client Expectations & Enforcing Boundaries
Swiping Right - Setting Client Expectations & Enforcing Boundaries
A mastermind session, in Jason Staats’s Realize Community, on building a set of expectations and boundaries.
This month, we learn how to live together!
How to set expectations and enforce boundaries to create joyful client relationships.
In this masterclass, we will come up with ways to set our client expectations, let them know what they are and enforce our boundaries. This is not about being meany-headed. This is about being “bossy-nice. This is about helping clients understand how you can collaborate joyfully with them, to bring them the best client experience possible.
This is a monthly series on client engagements I’ve developed just for the Realize Community event series. You must be a member to participate.
I highly recommend you join Jason Staats's amazing group - you will love it there!
QuickBooks Connect Las Vegas
QuickBooks Connect Las Vegas
This is one of my favourite events of the year and I can’t wait to hang out with my peers and friends there - please be one of them joining us!
I am excited to be hosting a session on “Systems & Automation You Will Love”.
Simple Implementations To Create Big Work & Life Impacts.
There is so much automation you can set up, often quickly and inexpensively, that will change how you work and live. From managing drudge work, taming tasks & communication time sucks to automagically setting boundaries, you will be wowed by how much change will be created in your day!
Systems, routines and processes can be as powerful as automation. Not everything needs to be automated - in fact, automation can wreak havoc if not thought through properly.
But automation set up properly - desired outcomes tightly defined and systems tested - will give you back time, create consistency and manage so many little details that you will wonder why you didn’t craft these up sooner!
The Unique CPA Podcast - Reduce Stress and Automate Work
The Unique CPA Podcast - Reduce Stress and Automate Work
Chatting Cloud Solutions with Randy Crabtree
Discover how to bring joy to accounting with cloud technology on Episode 129 of The Unique CPA! I chat with Randy Crabtree about my passion for bookkeeping and how I help accounting professionals love cloud accounting as much as I do. Learn about the templates and tools I provide to streamline your firm’s processes and hear tips for implementing new technologies step-by-step without getting overwhelmed. Tune in to get insights on automating your work, improving work-life balance, and embracing cloud solutions to reduce stress in your practice.
Financial Cents WorkflowCon
Financial Cents WorkflowCon
A first-of-its-kind conference focused on helping you streamline and maximize your accounting workflows to get work done.
What can you expect?
Deep-dives into topics around managing and improving your workflow
Connect with forward-thinking firm owners like yourself
Hear from speakers who know what they're talking about
Varying session types from panel discussions to breakout sessions and workshops
Unbiased conversations you'll benefit from
Get all your burning workflow questions answered
And learn from a stellar speaker line-up!
Including my session:
Workshop: Where to begin with workflow management (11:20am - 11:55am EDT, October 24)
Realize Meetup - Creating a Sweetheart Client Profile
Swiping Right - Creating a Sweetheart Client Profile
A mastermind session, in Jason Staats’s Realize Community, on defining who you want to work with, what services you want to offer and what technology you want to use.
This month, we define who we want to collaborate with!
Join us as we move through a worksheet and a lively discussion on what are your sweetheart clients.
Your sweetheart client is not just what their personality, niche or demographic profile looks like. In this masterclass, we look deeper at what makes our clients sweethearts - from providing only services you love and technology you are confident working in - we will add depth to the traditional “ideal client profile”.
This is a monthly series on client engagements I’ve developed just for the Realize Community event series. You must be a member to participate.
I highly recommend you join Jason Staats's amazing group - you will love it there!
Dext & Financial Cents Present How to Use Software to Build a Collaborative & Engaging Remote Work Culture For Your Virtual Firm
Dext & Financial Cents Present How to Use Software to Build a Collaborative & Engaging Remote Work Culture For Your Virtual Firm
In a remote-first world, how can accounting and bookkeeping teams stay collaborative and connected? Enter software.
Software can be a powerful tool, depending on how you use it in your firm. From workflow to automation and data sharing, software can make your firm work like a well-oiled machine. In this webinar, I will show you how to create a remote culture you and your team will thrive in.
ATAP Thrive Conference
ATAP Thrive Conference - Work Smarter & Grow Your Practice
I am hosting a session at the Association of Tax & Accounting Professionals’ annual conference, Thrive.
Join me for a discussion on:
Making Your Client Work Less Work: Choosing A Practice Management App And Rocking It With Efficient Workflows
Insightful Accountant Future Forward - Panel and Session on Adding Advisory But Using Better Words For It!
Insightful Accountant Future Forward - Panel and Session on Adding “Advisory”, But Not Using The Sucky Term “Adivsory”!
Insightful Accountant two-day seminar on AI, Advisory and Analytics.
I will be on a panel from 11:00 - 12:00 PM Eastern - Advisory Isn’t A Four-Letter Word: Part One, Marketing Your Services.
I will also be hosting a session at 2:00 - 3:00 PM Eastern - Advisory Isn’t A Four-Letter Word: Part Two, Defining And Delivering Your Services.
“Advisory” has become an overused phrase with little meaning to what it is and how to do it! Let’s open it up to a more actionable suite of offerings and come up with some phrasing to make it saleable and relatable to clients!
CPB Canada Ignite
CPB Canada Ignite - Leading The Way
This is the conference that changed my business life!
Why attend?
The IGNITE 2023 Conference brings together Canada’s community of bookkeeping, accounting, and finance professionals along with a range of industry partners. Whether you are a sole proprietor, work at or manage a small, medium, or large practice, or have a career in accounting, IGNITE 2023 has much to offer you – from peer networking, over 50 hours of professional development sessions, an expansive tradeshow, and a range of social events.
IGNITE 2023 content is thoughtfully curated by industry professionals to be relevant and practical to build your capacity and skills.
Who Should Attend?
Bookkeeping and accounting professionals
Chartered Professional Accountants (CPA)
CFOs, Managers and Controllers
I am hosting a session on making social media experiences fun, engaging and educational.
Branding & Social Media 101 For Accounting Professionals
Thursday, 21 September 2023 - 11:00 - 12:15
Social media can be a fun and rewarding experience. Yes, I said fun. It can also be immensely educational. Whether you are socially shy or want to go all in on your digital life, this session will be all about projecting your genuine self in easy-to-follow, actionable steps. We will start with how to build a brand identity kit that will make it easy to post a consistent and genuine vision of you and your business. We will run through the social media and digital options to get your brand out there in a simple-to-implement manner. Then we will discuss how to create a professional, rewarding social media experience for you and your firm. “You are what you call up in the universe. If you call up positive experiences, not only will the universe deliver, but your social media feeds will as well.”
I am also doing a session with my app partner Dext.
Data Redundancy: Location, Location, Location!
As more and more processes and documentation become cloud-based, multiple-location data redundancy is no longer a nice to have but a must-have. It is essential for your business and your clients’ businesses.
One location is not enough. Outages happen. Accidents happen. Hardware failures happen! The ability to minimize disruptions and ensure business continuity must be a part of your process.
Where do you start? How do you implement and ensure compliance?
We’ll go over why 3-location redundancy (and why 2-factor authentication is crucial), along with tips on backing up your existing accounting and business software and which apps you should look at to help ensure your business runs smoothly in the face of disruption.
Tech-Driven Accounting: Blueprint for Accounting Success
Universal Accounting Podcast - Tech-Driven Accounting: Blueprint for Accounting Success
Welcome to another insightful episode of “Building the Premier Accounting Firm” with your host, Roger Knecht. Roger and I chat about loving your tech stack, dabbling in AI and critical aspects of cyber security.
Realize Meetup - Client DisEngagement Part Two
Swiping Right - Client DisEngagement Part Two
A mastermind session, in Jason Staats’s Realize Community, on building a streamlined, kick-ass disengagement process.
This month we break up!
How to disengage clients gracefully and make room for higher value engagements.
Join me for a monthly masterclass on the lifecycle of a client engagement, re-engagement and dis-engagement. From discovery & booking, clear through to re-engagement (and dis-engagement), learn what dating a client looks like in 2023 in a series I’ve developed just for Realize.
In this masterclass, we will cover part two of crafting a process for gracefully disengaging your not-so-ideal client through surveying satisfaction & quoting, and engagement.
This is a Realize Community event series. You must be a member to participate.
I highly recommend you join Jason Staats's amazing group - you will love it there!
The Unique CPA Confernce - Bridging The Gap
The Tri-Merit Conference - Bridging The Gap
The Tri-Merit 3rd annual conference is set to make history this year with its highly anticipated first-ever in-person gathering.
I am stoked to be on the Advisory Panel and part of a talk there.
Take advantage of an exceptional opportunity to experience three days of meaningful discussion and interaction in our nation’s charming Windy City, Chicago, Illinois. This is your chance to link arms with colleagues from diverse backgrounds and come together for a common purpose – to learn, network, bridge generational gaps, prioritize health, and find success! You don’t want to miss out on the ultimate collaborative conference – see you in Chicago!
I will be on a panel on Wednesday the 30th, 3:00 - 4:00 pm, with some very cool cats - Blake Oliver, Jason Staats, and Kenji “KK” Kuramoto - Accounting in the Age of AI: Unraveling the Future Landscape and Possibilities.
Padgett Canada Summer Conference
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.
2023
We are covering a range of topics.
2023 Technology Survey Results
Choosing Proposal and Engagement Software
Security Systems - 2FA, Password Apps and Maintaining Client Bank Feeds
Here’s what we have 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 & Best Practices
Creating A Security Policy
2022
We covered 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
Realize Meetup - Client DisEngagement Part One
Swiping Right - Client DisEngagement Part One
A mastermind session, in Jason Staats’s Realize Community, on building a streamlined, kick-ass disengagement process.
This month we break up!
How to disengage clients gracefully and make room for higher value engagements.
Join me for a monthly masterclass on the lifecycle of a client engagement, re-engagement and dis-engagement. From discovery & booking, clear through to re-engagement (and dis-engagement), learn what dating a client looks like in 2023 in a series I’ve developed just for Realize.
In this masterclass, we will cover part one of crafting a process for gracefully disengaging your not-so-ideal client through surveying satisfaction & quoting, and engagement.
This is a Realize Community event series. You must be a member to participate.
I highly recommend you join Jason Staats's amazing group - you will love it there!
Getting Real: Accounting Tech Decisions You Need to Make Today
Getting Real: Accounting Tech Decisions You Need to Make Today
It’s the big boys and me!
I’m on a panel with Kenji Kuramoto of Acuity and Chad Davis of LiveCA!
The accounting profession has reached an inflection point. Professionals' trust in the vendors that create and distribute the essential technology they use is strained at best. And with automation once again at the forefront, the very nature of accountant tasks is up for debate.
See what it's going to take for the accounting profession to move forward with confidence, positivity and strength.
Join this panel of expert practitioners – those walking the walk and talking the talk – about how being an accountant today and into the foreseeable future can truly be.
We'll cut through the myths and get real about the practical tech options for firms today and viable tech strategies for the future. Learn the smartest ways to automate workflows, onboard clients faster, produce better deliverables, and create value-add advisory work.
Use code kellie20cpat0801 for a 20% discount
Taking Your Firm Virtual Summit
Have you always wanted to run an automated cloud-based firm but never knew where to start?
And every accounting or tax conference you attended told you that you “should” be in the cloud but never “how” to move there.
After attending several of these events and talking to several traditional accountants and tax preparers, you still feel lost in the sea of software and apps.
Well, the Taking Your Firm Virtual Summit will show you how to take your firm confidently and securely to the cloud.
What you’ll learn:
How to position your business to thrive in the future.
How to put systems in place that increase efficiency and productivity
How to create processes that are easily automated.
How to have a digital presence so customers can find you quickly.
How to give your clients an experience that will have them raving to their friends.
How to get you out of the overwhelm of details to focus on revenue growth.
The standard accounting and tax conferences aren’t thinking about these things. And that's why this free event is just for YOU!
Over 3 days you'll hear from 30+ speakers about everything from the must-have technology tools to run a cloud-based firm to finding and hiring the best remote talent.
I will be hosting a session - “Onboarding With Confidence”. Yay! I love this topic!
Dext & Financial Cents Present All the Apps You Need to Run a Successful Virtual Firm: Hacks and Tips
Dext & Financial Cents Present All the Apps You Need to Run a Successful Virtual Firm
There are a lot of apps being used by accountants and bookkeepers, and app fatigue is real.
How do you know which apps in the space will benefit your business? You may not even realize how many apps you're currently using - from accounting software and online document managers, to online schedulers and zoom
Join Dext, Financial Cents and moi, on July 27th as she discusses navigating the wide world of apps, and how to pick the right tech stack for your business.
App Pack Series - How to Set Up end-to-end Automation for Your Firm and Scale Faster
App Pack Series - How to Set Up end-to-end Automation for Your Firm and Scale Faster
In this webbie - which is part of the APP Pack Series, hosted by Financial Cents, Plooto and Wagepoint - we will talk about critical areas for firms to automate, why it's important, and how to use Financial Cents, Wagepoint and Plooto to do the systemization and automation heavy lifting.
Manual tasks are inefficient and unscalable.
If you are a firm owner or team member who spends much time on these tasks, you lose money that could have been earned by spending time on billable work. However, with several apps vying for your attention, choosing the right software can be difficult, even confusing. You don’t want to have a scattered tech stack that doesn’t flow together.
In this webinar, we want to show you why it’s critical for you to move to end-to-end automation and show you how to begin with FC, Wagepoint, and Plooto.