Attend this live webinar with Dawn Brolin, CPA CFE, who chose Canopy for her own firm and is pulling back the curtain so you can learn exactly how to evaluate and implement Canopy for your firm’s needs.
In this session you’ll learn:
• How to evaluate what your firm needs from a practice management solution.
• Learn how Canopy’s QuickBooks integration and many other tools can add value
• See the step-by-step process Dawn uses to implement Canopy, including the onboarding process and real client workflows
• Takeaway actionable strategies and a complete implementation checklist
Date & Time: February 24, 2022 at 9:00 am PST / Noon EST
Duration: One hour
Hosts / Instructors: Dawn Brolin, CPA, CFE, The Designated Motivator for Accounting Professionals
Webinar Platform: Liscio Zoom Webinar
Congratulations! You made it through 2021 YE and 1099 preparation!
Clients don’t know how hard you worked to ensure their relevant year-end documents were prepared and filed – because if you are like most firms, you and your team just powered through it by working long hours and drinking a lot of caffeine.
But does it have to be this way? Does it have to be so stressful?
Dawn Brolin, CPA, CFE doesn’t think so, and she wants to help you and your staff have a better year ahead, including a much smoother and less stressful YE. Now is the time to take a moment and reflect what worked, what didn’t, and put the wheels in motion to make changes for the better.
The great news is that Dawn’s recommendations can be done by anyone, and are affordable and EASY to roll out.
Come and learn from her as she shares:
Claim your spot here: https://us02web.zoom.us/webinar/register/WN_a6VXu5G5RNm43Dn5abxm3A
This webinar is free of charge, and we are looking forward to seeing you there!