Client & Capacity Management How Tos for your Selling Season


When: Wed, November 30, 2022
Time: 2:00 PM - 3:00 PM EST




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Would you like more fulfillment and less client service work? Want to reduce your reliance on less-than-ideal clients and upsell your existing clients?
Let’s frame the problem by looking at your people and processes. How can technology solve the process problem so your firm can focus time and bandwidth on people problems? How do you keep your staff energized and excited about what they do?

  • Provide opportunities for them to be more advisory and innovative with clients.

  • Help them find compliance and advisory opportunities.

  • Staff appropriately for your workload.

  • Provide technology that alleviates the heavy lifting of manual work.

Feeling the tax season compression approaching? Use times outside of Q1 to do some early preparation for it. Make more time available during the busiest times of year.

  1. Learn how to adopt best practices 

  2. Solve for the self-created problem

  3. Learn how to avoid the pitfalls

  • Who should attend: Accounting professionals

  • Prerequisite: None

  • Advanced preparation: None

  • Field of study: Business management and Organization

  • CPE credit: 1

  • Program level: Basic

  • Delivery method: Group internet based

    Cancel at any time - refund applicable (if fee charged) NASBA CPE Credit is being offered for this webinar.**

    ** In order to qualify to receive the CPE credits, you will need to attend and stay on the live seminar for its duration, which is 50 minutes. This seminar is not approved for IRS CPE Credit.
    Botkeeper is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

    National Registry Sponsor Number: 14664