The paperless playbook: Lose the paper, grow your firm
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| | | | The paperless playbook: Lose the paper, grow your firm Jul. 17, 2018 | 3 PM ET/12 PM PT | | Hello John, | | Growing your firm requires capacity, productivity and liquidity. And the best way to boost all three is by going paperless. Moving to digital processes can triple your processing capacity, increase worker productivity by 50%, and reduce storage costs by as much as 80% (Gartner, IDC). | | Running a paperless practice isn’t just about how you store documents. It’s about how you interact with your clients, the way you process information and even how you promote the benefits of your services. | | “When pitching a new client, we sell a paperless life audit defense, employee accountability, no more data entry” explains Joe Montgomery CPA. |
| You’ll learn: | | Your first steps to implement new, growth-driving technology and processes The way to develop, productize and price technology-based services The key mistakes firms make when going paperless and how to avoid them |
Register Now | | Damien Greathead Vice President of Business Development Receipt Bank (Speaker) | | Joe Montgomery, III., CPA Partner Montgomery & Company, CPAs (Speaker) | | Ranica Arrowsmith Technology Editor Accounting Today (Moderator) | |
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| | | | NASBA CPE Credit is being offered for this webinar.** SourceMedia Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. |
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** In order to qualify to receive the CPE credits you will need to attend and stay on the seminar for its duration, which is about 60 minutes. This seminar not approved for IRS CPE Credit. | | |
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