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This 90 minute course covers the journey of one accounting practitioner as he sought new ways to build his practice and improve efficiency. We will talk about time, particularly how to be more efficient with it and how to use technology effectively. Outsourcing as a practice growth tool is also covered.
If you are looking to grow your accounting firm but are tired of the same advice, this is a great place to start. I highlight innovators in the industry in order to assist you with your search for improvement.
We will share research as to how you can leverage technology in your accounting or bookkeeping business in order to grow. Course materials are primarily recorded PowerPoint presentations. This course is meant to be an introduction to cloud solutions, we will be offering additional in-depth courses through Udemy.
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|Section 1: Introduction and Outsourcing|
This lecture introduces me, Jeff Borschowa, and my background. I have included this material merely to demonstrate that I have the knowledge and experience to discuss these topics. Review as much or as little of this material as you like.
Outsourcing is often a hot topic and it elicits strong opinions. I found outsourcing to be the answer to my pain points. I will share how I experimented with outsourcing before finally going with an established solution. The end result was very unexpected - I initially used outsourcing to eliminate a backlog, but quickly discovered that it improved efficiency and profitability as well.
|Section 2: Networking and Marketing|
Many accountants I know immediately freeze up and are adverse to the concept that we are in fact in sales. I address this aversion and share my view - relationship building is something we all do and it is the best way to build a practice.
|Section 3: Technology|
We will discuss the obvious technology here - computers and servers. However, we go beyond that to discuss tools that can dramatically improve your firm's operations.
|Section 4: Consulting Tools and Mindset|
The previous lectures focused on how to improve efficiency and grow your business by adding new clients. In this section, I will share my thoughts as to how to grow your practice from within. In my experience, offering expanded services to your current clients has been the most predictable and profitable means for growing.
|Section 5: Miscellaneous and Summary|
We wrap up with a few surprises. In this section, I summarize what we have discussed thus far and offer a few topics that will be the subject of future courses. These miscellaneous items are ones that I am currently exploring and will include in future updates.
Additional Course: Learn to build a bookkeeping business from scratch
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I have been in the accounting industry for over 20 years. In that time, I have pursued every opportunity to advance my knowledge in the field of practice management and technology. The result is a unique combination, someone with the ability to interpret accounting and technology and translate the two into everyday language.
I provide training and consultation for accounting firms and bookkeeping businesses that are specifically looking to grow.