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Accounting Practice Management
Module 1: Welcome
Introduction (0:42)
Course Outline
Get CPD or CPE points
Module 2: Managing your clients and team
Introduction (0:36)
Oversight - Part One (2:02)
Oversight - Part Two (5:34)
How to add a field (6:32)
Quiz
How healthy is your business? (17:33)
Module Summary (0:22)
Quiz
Module 3: Delegating and collaborating
Introduction (0:31)
How to delegate and collaborate with Syft (1:51)
Quiz
Module 4: How to price your services like a pro
Introduction (1:07)
How to find Pricing (0:55)
How to use Pricing (5:11)
Module Summary (0:19)
Quiz
Module 5: How to approach your clients with Syft
How to approach your clients with Syft (1:12)
Template emails
Module 6: How to monetize Syft and grow your practice
Introduction (0:27)
Step 1 - Foundational Reporting (6:50)
Step 2 - Business Partnering (6:24)
Step 3 - Practice Focus (0:33)
Step 4 - Value-Added Services (5:43)
Module summary (0:29)
Quiz
Module 7: Course Summary
Conclusion (0:33)
Resources
Learn more
Let us know what you think! (0:20)
How to delegate and collaborate with Syft
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