Join us for this webinar for an introduction to practice management and workflow using cloud-based systems. Laura Redmond will walk you through how to design a practice management system that allows you to manage and track deadlines, staff and client communications, resources, and documents. The webinar will provide a path to systemizing your firm’s workflow in order to allow firm principals to be able to step back from day to day work and be able to manage their firm on a higher level.
Learning Objectives:
Aero Workflow
Financial Controller and Information Technology Manager
[email protected]
(434) 466-9098
Laura Redmond is a financial controller and IT manager turned cloud accounting advocate and app designer. She is a QuickBooks Online power user, Advanced Certified QuickBooks ProAdvisor, member of the Intuit Trainer/Writer Network, co-author of Intuit’s award-winning QuickBooks Online training and certification programs for accounting professionals and a regular speaker at national accounting technology conferences. Laura is founder of Redmond Accounting Inc., a boutique cloud accounting and consulting firm in Silicon Valley awarded Intuit's 2015 Top 20 Firm of the Future and a top 10 ProAdvisor for "Leading QuickBooks Online Practice". Redmond Accounting's workflow is centered on QuickBooks Online and its eco-system of apps. Laura co-created Aero Workflow app used by accounting firms to manage service delivery by staff performing recurring tasks for multiple clients. The Aero Library includes step-by-step instructions and procedures for many of today’s most popular apps in the QBO eco-system.