Source: Woodard Events, LLC
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Series Description
Many small business owners want to have a more proactive, forward-looking and strategic relationship with accounting professionals… and most accounting professionals want to contribute to small business success.
Why aren’t more accountants, bookkeepers and consultants playing this type of transformative role with their clients?
How do you transition your practice toward this type of transformative role?
What are the unique challenges for bookkeepers and other non-credentialed professionals?
In this ground-breaking webinar series, Joe Woodard address each of these questions based on his 20+ years of experience as a small business transformation worker and his 20+ years training over 150,000 accountants, bookkeepers and other small business advisors.
During the series, Joe will address three primary approaches to small business transformation:
(1) Increasing Automation and Effectiveness through Technology Adoption
(2) Increasing Visibility through Key Financial and Operational Measurements
(3) Increasing Business Health and Performance through Strategic Planning that includes:
- Goal Setting
- Team Development
- Workflow Optimization
- Project Management
About the Webinars in the Series:
Part 1: “Overcoming the Barriers: The Pathway to Transformative Advisory Work”
- Webinar Presentation*: January 22, 2019 – 1:00-2:00 PM EST
- Optional Q&A Session: January 22, 2019 – 2:00-2:30 PM EST
Part 2: “Creating Visibility: Transforming Clients through Key Financial and Operational Measurements”
- Webinar Presentation*: February 12, 2019 – 1:00-2:00 PM EST
- Optional Q&A Session: February 12, 2019 – 2:00-2:30 PM EST
Part 3: “Enhancing Performance: Transforming Clients through Strategic Advisory Work”
- Webinar Presentation*: March 20, 2019 – 1:00-2:00 PM EDT
- Optional Q&A Session: March 20, 2019 – 2:00-2:30 PM EDT
Part 4: “Deploying Technology: Transforming Clients through Strategic Technology Adoption”
- Webinar Presentation*: April 23, 2019 – 1:00-2:00 PM EDT
- Optional Q&A Session: April 23, 2019 – 2:00-2:30 PM EDT
Attendees may earn up to 4 hours of CPE by attending all four webinar presentations.* (One credit hour per webinar. Live attendees only.)
Field of Study: Management Services
Additional information and webinar registration is available at: www.TheTransformativeAdvisor.com
About Joe Woodard
As an author, consultant, business coach, and national speaker, Joe Woodard has trained over 150,000 accounting and business professionals in areas of practice development, changing technology trends, strategic consulting, and how to maximize the use of accounting software in their practices.