Workflow Consulting

After converting her own practice to working remotely with clients late in 2008, Stacy has been shouting from the rooftops to “Get online or get left behind” to her fellow accounting colleagues and small business owners in general.

Based on her recent article (Intuit even asked her permission to convert it to a hand out to distribute at all of their live events in 2013!), she has a proven system to help facilitate the process. A 9 week program that can be purchased as a whole or a la carte, depending on your needs.

Contact Stacy today to find out how she can help your business run better, faster and smarter.

A sneak peek into the training for accounting professionals (video coming soon!):

Week 1: Join the ProAdvisor Program and Get Certified

Week 2: Technology for You & Your Clients/Customers

Week 3: Offering Incentives

Week 4: On Boarding New Clients

Week 5: Value/Flat Fee Billing

Week 6: Specialize – Finding Your Niche

Week 7: Marketing & Online Presence

Week 8: Network & Strategic Alliances

Week 9: Graduation & 30-60-90 Day Challenges