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Free cpe webinars
Combating Common Time Wasters in Your Accounting Firm


Cost Free
Presentation Length 1.0 hour

Recorded DateJune 17, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Imagine coming into your office each morning and discovering that your clients have responded to all of your requests for documents. Now your team can simply sit down and complete the work. Too good to be true? No. You can work productively and end each day with a feeling of accomplishment and satisfaction. That somewhat elusive feeling is called “Flow.” Sadly, many practitioners don’t even have the opportunity to experience it. Instead, their day is filled with interruptions, missing documents, and distractions that take them off the task at hand. Instead of flowing, their day feels more like a fast ride on a bumpy road. 

This webinar is designed to help practitioners understand common interruptions and time wasters that lead to stress and a lack of flow. We will also examine the root cause of these issues and present solutions to help address them. The best part is that no back-office software needs to be changed to benefit from these solutions. 

This presentation is for any accounting, tax, bookkeeping, or financial professional who needs to exchange sensitive data with clients and wants to make the process secure, easy, and a seamless part of the client's day.

Learning Objectives:

  • Define the common barriers to working productively

  • Determine the impact of different time wasters so that the biggest culprits can be addressed first

  • Recognize how moving to a Client Experience 2.0 model can speed up client response times, alleviate staff stress, and create a feeling of Flow in your firm

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Geni Whitehouse, CPA.CITP divides her time between working as a winery consultant at Brotemarkle, Davis & Co in the Napa Valley, working with to move the profession forward, writing, speaking, and tweeting at Her mission in life is to make boring subjects enjoyable, and she is seldom at a loss for topics.

She is a regular keynote presenter at CPA and Technology conferences around the country. She has been named a Top 100 Influencer by Accounting Today, one of 25 Thought Leaders in Accounting, and one of the 25 Most Powerful Women in Accounting by CPA Practice Advisor. In addition, she was a member of the TEDxNapaValley organizing committee and was the first speaker at their inaugural event.

She is a co-founder of Solve Services, a remote bookkeeping business for the wine industry. She is the author of How to Make a Boring Subject Interesting: 52 Ways Even a Nerd can be Heard, available on

About Our Sponsor

Liscio’s mission is to empower professional services firms of all sizes to put their clients first. By starting with the customer and delivering a secure mobile platform for them to exchange sensitive information with you, Liscio delights clients, increases engagement, and deepens their connection to the firm.  Client Experience 2.0 begins with Liscio.