The DNA of a bookkeeping firm - one firm's journey to world-class client services


Presented by: Laura Redmond

Sponsored by: Aero Workflow

In a world of change, professional bookkeepers are looking for the ""how"". How to communicate? How to collaborate? How to leverage technology? Follow one firm's journey through the maze of accounting technology.


Laura Redmond, awarded 2019 Top Client Accounting Service ProAdvisor, goes behind the scenes to share her firm’s methods for running a modern Bookkeeping practice. She will provide details that you can incorporate into your own business - from the firm's organizational structure to successful solutions for marketing, sales, onboarding, service delivery, and support. 

Go back to 2019 Program

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