Operating an effective and profitable practice requires communicating with clients and others - and that in-turn requires scheduling. Yet many professionals treat scheduling as an after-thought instead of using it as a strategic advantage for their practices. With even a moderate sized firm doing 300-400 returns annually with existing and new clients, a better scheduling process can increase how many clients you can service and make every day easier.
Are you a CPA?? Are you a Financial Professional?? Earn CPE Credits for Today's Podcast. Check out https://cpe.cx/bmes1/. Take a quick 5 question quiz and get your certificate today. Super Easy!
Presented by David Radin (https://www.LinkedIn.com/in/dradin)
Produced by Alicia Yoss & Alanna Regalbuto
Graphics By Flaticon.com and iStock
Music by Bensound.com
Education and Compliance By K2 Enterprises (https://k2e.com)
Copyright. All product names, logos, and brands are the property of their respective owners. All company, product, and service names used in this website are for identification purposes only. The use of these names, logos, and brands does not imply endorsement.
Educational Use Only. The information presented in this presentation is for educational use only. The presenter will make specific recommendations, but the participant is highly recommended to do their own due diligence before making any investment decision.
Fraud in Today’s Workplace: What Accountants Need to Know
Building a Cutting Edge Virtual Office - Part4
Building a Cutting Edge Virtual Office - Part3
Building a Cutting Edge Virtual Office - Part 2
Building a Cutting Edge Virtual Office -Part 1
Everything Microsoft: Teams Tricks And Tips For Collaboration - Part 3
Everything Microsoft: Teams Tricks And Tips For Collaboration - Part 2
Everything Microsoft: Teams Tricks And Tips For Collaboration - Part 1
New Spreadsheet Tricks And Tips - Part 2
New Spreadsheet Tricks and Tips - Part 1
Automation for Increasing Personal Efficiency And Effectiveness - Part2
Automation for Increasing Personal Efficiency And Effectiveness - Part 1
Bringing Artificial Intelligence to your Organization - Part 3
Bringing Artificial Intelligence to your Organization - Part 2
Hands On With Spire - Part 2
Hands-On With Spire - Part 1
Spire Integrated Accounting: Setting Your Business Up For Success by Choosing the Right Solution
Hands On With AccountingSuite – Part 1
AccountingSuite - A PROP Solution for Small Business Clients
Turbo Charging Your Organizational Reporting with myDBR - Part 2
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
Reaching your Goals
Insights@work
The Ken Coleman Show
Business Dad
The Cardone Zone