2017 Webinar Schedule

Webinars will be added regularly

Note: All webinars are a minimum of 60 minutes and eligible for 1 PD credit for registered 2020 members. Webinar attendance is free. Continuing Professional Development is included in our 2020 membership packages.  If you are not a 2020 member and you require a CPD certificate, we charge $15 per certificate requested.

Registration: Limited to 100 attendees (first come, first served)
Prerequisites: None
Advanced Preparation: None
Level: 1+ year experience
Delivery mode: Group Web Based

We will not offer replays for these webinars to the general public. However, we will record them and make both videos and transcripts available to 2020 Group Canada Members.

Pillar 1: Operational Efficiency

Rapid growth in a firm has an interesting way of revealing problems in the underlying business model. We will explore improving efficiency by digitizing data, implementing a project management mindset, automating workflow, and by determining if an alternative staffing model can assist you. I will feature how accountants can create processes to incorporate QuickBooks Online to improve efficiency.

Date:  February 7 (Tuesday) from 11 am – 12 pm MT

Click here to register.

Pillar 2: Marketing and Networking

Marketing encompasses all activities that encourage a prospect to contact you in the first place. Are you getting results for your efforts? Networking, when done correctly, can be a highly effective way to deliberately build your accounting practice with quality clients. I will focus on how accountants can leverage QuickBooks Online to market their services.

Date: February 8 (Wednesday) from 11 am – 12 pm MT.

Click here to register.

Navigating and Successfully Using the New Linked In

When it comes to social media, remember: More Likes, Followers, and Connections WILL NOT GROW YOUR ACCOUNTING PRACTICE

In this webinar, David Deutsch will show you how to use the most powerful social network in the world to grow your accounting practice and be a more trusted advisor to your clients.   The most powerful network in the world is not on the Internet.  It’s yours.

This webinar will include:

 Best (and worst!) practices on generating leads with social media

 Step-by-step guidance on how to successfully generate more and better leads utilizing social media

 Real-time demonstration on utilizing 1 st and 2nd degree searches on LinkedIn specifically

 Q&A session

Presented by:

David Deutsch, Director of Social Media Lead Generation Whitman Business Advisors
t.844-WBA-TEAM (922-8326) Ext. 714

Date: May 4 From 9 am – 10 am MT.

Click here to register.

Pillar 3: Sales

The sales process focuses on closing deals, signing up new clients, and maintaining relationships with existing clients. Basically, this is the activity that converts your marketing leads and prospects into paying clients. I will stress how accountants can leverage QuickBooks Online to create and sell value added services and solutions.

Date: February 9 (Thursday) from 11 am – 12 pm MT.

Click here to register.

Pillar 4: Niche Development

Niche development is the intersection between marketing and sales and, arguably, the foundation for both. What is your ideal client? How can accountants use QuickBooks Online and the Intuit ecosystem to provide industry-specific knowledge to their clients?

Date: February 14 (Tuesday) from 11 am – 12 pm MT.

Click here to register.

Pillar 5: Value Pricing

The traditional model of billing for services is based on a single formula: hours worked multiplied by an hourly rate is equal to the fee to be billed. This formula creates an inherent conflict of interest between you and your clients. QuickBooks Online can be leveraged by accountants to demonstrate value in their pricing conversations and strategies.

Date: February 15 (Wednesday) from 11 am – 12 pm MT.

Click here to register.

Pillar 6: Technology

Technology offers some very exciting opportunities if leveraged correctly. Cloud solutions, in particular, offer opportunities for dramatic gains in efficiency and accuracy. By embracing cloud solutions and giving careful consideration to your actual Information Technology needs, you can see dramatic cost decreases and significant efficiency gains. Accountants can leverage QuickBooks Online to save time and earn more fees, with a focus on collaboration and sharing.

Date: February 16 (Thursday) from 11 am – 12 pm MT.

Click here to register.

Pillar 7: Value Added Services

Providing good services at fair prices will earn you trust and loyalty from your clients. The great news is you can leverage this relationship to identify client issues and offer more in-depth solutions. Accountants can use QuickBooks Online and the Intuit ecosystem to offer consulting and management services to their clients.

Date: February 21 (Tuesday) from 11 am – 12 pm MT.

Click here to register.

Pillar 8: Practice Management

The best run firms focus on key performance indicators in order to determine areas that need improvement. Monitoring business results and seeking improvement are critical aspects of working on your business. Accountants can use QuickBooks Online and the Intuit ecosystem to improve areas of their practice and the services that they offer to clients.

Date: February 22 (Wednesday) from 11 am – 12 pm MT.

Click here to register.

Essential Applications for Accountants

An introduction to computer programs that accounting professionals can implement to improve their operations, client service, and profitability. We intend to introduce applications for further exploration, therefore, we will not go into detail on any one particular application. Detailed courses will be held in May.

Date: February 23 (Thursday) from 11 am – 12 pm MT.

Click here to register.

Why You Must Offer One-Stop Bookkeeping and Accounting

Client relationships are more important than ever. Only by focusing on what clients actually want can we ensure the growth and survival of our firms. We will cover why you must offer a full service solution to attract and retain profitable clients.

Date: February 28 (Tuesday) from 11 am – 12 pm MT.

Click here to register.

A Cloud Bookkeeping Blueprint You Can Implement in 5 Days

A high level overview of how you can implement cloud bookkeeping into your practice in just five days. We will cover the tools and processes that you will need in order to build a successful cloud-based bookkeeping service offering.

Date: March 1 (Wednesday) from 11 am – 12 pm MT.

Click here to register.

Leveraging LinkedIn

How to use LinkedIn to build your network and attract high quality clients.

Date: March 2 (Thursday) from 11 am – 12 pm MT.

Click here to register.