From Insight to Action: Improving Client Service through Digital Firm Management
Event Date: June 25, 2013 Only
Register for this webinar by June 25, 2013
Follow this link to register. After this seminar has passed, the recording will still be available. CPE credit will be available to live attendees only.
Big data gets the headlines, but your firm’s small data – the little bits of information that keep your firm running – can make all the difference in your day to day operations. Chris Murray of San Francisco-based firm Murray, Stok & Co. shares his firm’s experience using ProSystem fx® Practice Management to manage client information as well as time and billing. This one-hour webinar will explore new ways to get the most from your firm management software – from the initial contact with a potential customer through the invoicing process. We’ll discuss:
- Bringing in New Clients – Creating a standard process for collecting complete information.
- Managing Client Relationships – Empowering staff by arming them with as much information as possible.
- Uncovering New Efficiencies – How paperless billing can benefit your clients as well as your firm.
Technology Sales with CCH
Christopher J. Murray
Murray, Stok & Company
|Advance Preparation Needed||none|
|Delivery Method||Group-Internet Based|
|Recommended CPE Credit||1 credit per 50-minute session*|
|Registration Instructions||register online|
Sift Media is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing 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: www.learningmarket.org.
* To obtain CPE credit, the live session must be attended. The recording does not qualify for credit.