Scaling Your Practice with Technology

Tapping Technology

Presented by: Elisa Arnold

Sponsored by:


In this conversation, Elisa will lead a discussion about the impact of technology on the bookkeeping practices of three established, successful bookkeepers.  Her panelists include: (1) Elaine Orr, CPB, CEO & Founder of BalanceSheets,ca, (2) Stacey Shrout, Owner of Balance Accounting & Financial Services, and Laurel Williamson, Owner/Operator of Simplify Bookkeeping and Consulting Services.

Topics they will cover include:  migration to the cloud, integrations, security, document management, and other tips and tricks.  Scalability and practice growth will be the underlying theme of this discussion.

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