How I grew my profits 30% - and reduced 
my workload

Presented on June 8, 2017
by Jim Sosinski, CPA

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Ready to learn how to transform your accounting practice from a peer who's already done it himself? Then this presentation is for you.

"Because of our new streamlined efficiencies, we process client work in a fraction of the time that it used to take. This efficiency allows us to process more work with less staff and virtually no errors."
 
— Jim Sosinski, CPA

Jim Sosinski faced many of the same challenges as most accountants:

 Too many tax returns put on extension

 Significant manual data entry for write-up


 Clients creating errors when they try to do accounting or bookkeeping work


 Too much time wasted on integrating data across systems or upgrading systems

But Jim discovered and implemented a better way – advanced processes and tools that helped him take back control of his firm, and boost his bottom line and client satisfaction as well.

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In this presentation, Jim shared:

 How he balanced his workflow throughout the year to make tax time much more manageable and stress-free

♦ Three ways that the right cloud-based accounting system allowed him to gain unprecedented control over client engagements

 How he boosted his revenue from payroll processing and eliminated compliance headaches

♦ How he changed his billing model to make more money in fewer hours

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