CPA - medium firm
Other
Communication is key: with clients, within your firm, and with other professionals. However, there is often just too many emails, too many piles, too many sticky notes. Organizing this information overload is critical to efficiently manage your day, while providing great client service. How can you effectively develop a system that works the way that you work? You have tried creating another list, implementing another accordion file on your desk, and many other techniques that have not worked long term. Come and learn how we are able to manage our remote staff with each having access to the data they need to complete their work timely. No more fumbling thru paper files, scrolling thru pages of emails in your inbox, or trying to find a spreadsheet on your server. And finally, now that you have learned techniques for your firm, how can you be the trusted advisor and help your clients too?
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Identify the way in which you work, and how to take it to the next level
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Determine ways in which you can easily capture important information without making it another project
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Recognize cost effective solutions that you can implement immediately
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Analyze the approach of one firm for ideas you can use in your firm
Bonnie Nagayama
McWilliams & Associates Inc.
President
[email protected]
(925) 247-0100
Bonnie J. Nagayama, CPA is uniquely qualified to give a well-rounded, solutions approach to the many issues facing small business today. As a CPA with Controller experience, and the President of a rapidly expanding small business herself, she assists the owner balance the many requirements of owning and operating a small business in a cost effective, time-saving manner. Bonnie does not offer any income tax work, but rather focuses on the more day-to-day operational issues that can make a dramatic difference in the cash flow and profitability of the business. Bonnie is a small business consultant, author, and professional speaker on QuickBooks® Accounting Software and Managing Your Business to Greater Heights.
Gina Avila
Intuit
Senior Channel Manager, Intuit Reseller Program
[email protected]
(520) 901-6900
Gina has worked at Intuit for 18+ years in many positions including Channel Manager for Payroll, Point of Sale, Merchant Service and Enterprise Solutions. Most recently as Intuit Channel Sales Manager for our West Coast High Potential and High growth Intuit Reseller Partners.
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