Webinars  /  Industry Insights  &  Expert advice  /  2024 Mid-Year Checkpoint: Elevating your firm's...
62 mins 21 Jun 2024

Join us for an expert webinar with Keila Hill-Trawick, Founder & CEO of Little Fish Accounting, and one of Forbes' Top 200 CPAs.

In this webinar designed for firm owners, Keila will demonstrate how to evaluate your mid-year business performance and strategically plan for the remainder of 2024. This session will focus on four critical areas:

  • Financial Performance Analysis
  • Client Portfolio Review
  • Operational Efficiency
  • Staff Performance and Management

Register now to secure your spot and take the first step towards a more successful H2!

What you'll learn

Our expert speakers will provide valuable guidance and practical tips for setting realistic goals for the second half of 2024. This 60-min webinar will focus on how to: 

  • Evaluate Financial Performance: Gain insights into analyzing your firm’s financial health and setting realistic revenue growth goals.
  • Enhance Client Engagement: Learn strategies for improving client acquisition, retention, and satisfaction.
  • Boost Operational Efficiency: Discover ways to streamline operations and increase profitability using Keila's suggested technology. 
  • Improve Staff Performance: Get tips on effective staff management and creating a culture of continuous improvement.

Don't miss this opportunity to elevate your firm's success for the rest of 2024! 

Can't attend the live event? Register anyway to access the webinar recording on-demand.