Register to learn:
- The importance of effective client communication and its impact on business growth.
- Practical strategies for initiating and maintaining productive conversations about transitioning to upfront payments.
- Explore tools and tech to streamline upfront payment implementation.
- Identify potential challenges and pitfalls during the transition and gain practical tips to overcome them.
Speakers
Carla Caldwell
Founder | Caldwell Consulting & Training
With over 25 years of experience in the accounting field, Carla Caldwell understands the complexities facing today’s accounting firm. Drawing on her background in technology education, Carla combines her extensive industry knowledge with an intuitive ability to connect with people, which places her in an elite class of accounting consultants and trainers. She knows how to evaluate the needs of a firm and implement solutions based on that firm’s processes, client niche, and optimal workflow.
Anne Napolitano is a highly experienced and skilled accounting professional who specializes in financial and small business consulting. Anne graduated from St. John’s University with a B.S. in Accounting. She has worked with businesses of different sizes in various industries providing accounting, financial, operations and computer services. She is a certified advisor for QuickBooks and Xero accounting software.
Host
Tyler S. Clark
Co-founder | DreamFirms
US
