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:

1. Attract and service these highly profitable clients
2. Become their “Trusted Advisor”
3. Speak in the language they understand
4. 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