CPA - small firm
CPA - medium firm
If one of your goals is to grow your firm this year, then this session is for you. Our guest speaker, Carla Caldwell, CEO of Caldwell Consulting & Training, has extensive experience in topics such as firm strategy, change management, and practice efficiency and processes. With her experience as a trainer at both Xero and Sage, and as a part of the Intuit Trainer Writer Network, Carla is well-placed to educate you on prioritizing results and learning to be open to change.
Join Dext and Carla Caldwell as we sit down to discuss some practical steps you can take to grow your firm.
Learning Objectives:
- Identify how to set actionable targets
- Determine how to measure success
- Outline how to review your plan
- Plan for 2022 and beyond
Carla Caldwell
Caldwell Consulting & Training
Founder
[email protected]
(770) 815-8208
Carla Caldwell is the owner of Caldwell Consulting & Training. She works with business owners (especially non-profits) to bridge the gap between growing business and specific accounting solutions. Carla also helps accounting and bookkeeping firms implement the tools that help them be more successful - from value pricing and process development to the apps that support their systems. Learn why companies are using Caldwell Consulting & Training to get better organized, more efficient systems and stronger results.
About Our Sponsor
Dext is an automated, multiproduct accounting solution. With three products, we’re here to help reduce your workload, optimize your workflow, and free up your time.
Here’s a bit about our products and how they can help you:
Dext Prepare – allows you to collect client paperwork, accurately extract data and automate processing into any general ledger, streamlining your workflows so team members can work more closely with clients. It's the 4.7 star rated tool used by over 1 million people.
Dext Commerce – saves you time by automating your client’s sales data retrieval from online eCommerce marketplaces and digital payment methods. Get an overview of their sales performance and ensure sales tax compliance, no matter where they sell in the world.
Dext Precision – intelligent data cleanup, bookkeeping, and compliance tools designed for Xero and QuickBooks Online professionals. Identify mis-codings, track key liabilities, and spot unwanted changes to historical data.
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