Tech Spotlight for Practices to Increase Profits Serving Multi-Entity Clients at Scale
Qvinci and Insightful Accountant, as part of the December 2023 Future Forward virtual event, presented a thought leadership webinar entitled “Grow Your Practice with Highly Profitable Reporting for Multi-Entity Clients.” This is continuation of that event with a product technology showcase and in-app deep dive into tools, technologies, and best practices for growing your practice by providing in-demand financial reporting and advanced business intelligence solutions to multi-entity (i.e., franchises, dioceses, etc.) or like-industry (i.e., doctors, dentists, veterinarians, lawyers, etc.) clients.
Learning Objectives:
- If you want to represent or service multi-entity (i.e., franchises, dioceses, etc.) or like-industry (i.e., doctors, dentists, veterinarians, lawyers, etc.) clients, this product technology showcase webinar will dive deep into the tools and technologies you will need to:
- Attract and service these highly profitable clients
- Become their “Trusted Advisor”
- Speak in the language they understand
- Adopt the right tools and technologies to scale your practice
Presenters
The presenters, Charles Nagel (Founder / CIO of Qvinci), and William Murphy (Contributing Writer at Insightful Accountant), are experts in growth, cashflow, and financial forecasting strategies for accounting firms and private-practice accountants and bookkeepers. They will take you directly into the Qvinci application to review the tools and technologies you will need to take your multi-entity or like-industry reporting and business intelligence services to the next level.
Cost Free
CPE Credits Available - 1
Subject Area/Field of Study: Personal Development - Leadership
Course Level: Basic
Instructional Method: Group Internet Based
Prerequisites: None
Advanced Preparation Requirements: None
Who Should Attend: CPA, Bookkeeper, Accountant, Enrolled Agents, Tax Preparers