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Simplifying Client Write-Up


Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 8, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Learn how you can simplify busy end-of-year client write-ups with a cloud-based solution, reducing the mess of your clients’ books when closing while creating opportunities to build advisory work before tax season. You can deliver a superior experience to your clients in the digital age where fewer client touches are the new norm.

The right tools will simplify your end-of-year client write-up from a begrudging necessity to a powerful instrument leveraging the opportunity to build higher value advisory work into client relationships.

 Learning Objectives:

  • Determine how to migrate client write up to the cloud

  • Recognize tech to make client write up less messy and more efficient

  • Identify up-to-the-minute reports with real value

  • Determine the way you provide critical data to your clients

  • Identify how to meet client expectations in the new age of technology

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Ted McRae

Director of Marketing and Growth
(415) 462-5477 x303


Ted has worked in the accounting industry for the last 18 years and has helped accountants and bookkeepers grow their practices through technology.

About Our Presenter

SOFTWARE FOR STARTUPS, ENTREPRENEURS AND GROWING COMPANIES Our mission is to provide easy-to-use, no-nonsense, scalable business software for startups, entrepreneurs, and growing companies to manage their finances and day-to-day operations. Our vision for AccountingSuite is to give you, your employees and business partners easy, secure access to company information from anywhere on the planet -empowering everyone at your company with the information that often makes the difference between gaining new customers and losing them to the competition. AccountingSuite is built on the 1C:Enterprise platform that is used daily by several million users in the business and government sector. 1C:Enterprise is a very flexible and scalable platform that meets the needs of companies ranging in size from a single user to thousands of users. By utilizing the 1C cloud based platform, AccountingSuite can easily scale with you as your business grows.