Are you overwhelmed keeping the details straight among your clients as you provide your bookkeeping or tax services? Do you tend to reinvent the wheel when it comes to marketing and selling? Do you work too many hours and feel that you could be better organized with streamlined processes, procedures, forms, samples, and templates but don’t know how you’re going to find the time to create all those?
If so, the Practice Management Toolbox course is perfect for you. It consists of 4 live webinars in the areas you need to “proceduralize:” marketing/sales, client onboarding and service, client service delivery, and executive/admin.
The super-cool part is that you’ll get over 50 forms, samples, checklists, templates, and procedures to get you started, saving you hundreds of hours and making you so efficient that your profits will rise.