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STOP CHASING YOUR CLIENTS' PAPERWORK AND MEET YOUR DEADLINES: CLEAR BIZ DEMO

Cost Free
Presentation Length 1.5 hours

Recorded DateDecember 7, 2015
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Course Description

Use Clear Biz to take control of the process of chasing your clients and paperwork so you can meet all your deadlines on time.

As accounting professionals, our businesses revolve around chasing and interacting with all of our clients so we can meet all of their filing deadlines. We all know that sometimes it feels like pulling teeth to get our clients to get all of their paperwork in on time, only to find that we have to chase them again to bring in missing information they forgot.

Clear Biz understands that the 'chasing' process is a part of running an accounting professional business so we have designed a simple, easy-to-use, program where you can easily find and identify exactly, which tasks are ready to go because all the paperwork is in-house, which tasks are on hold because of missing information, and which tasks can be worked on right now so you have a system that efficiently moves the workload through your office.

Our webinar will focus on identifying the issues of tracking and moving files through your office and we will talk about how Clear Biz can help you solve these issues and increase your efficiency.

The course will focus on 5 key issues accounting professionals face and how Clear Biz can help solve them.

Learning Objectives

  • Setting up an easy system to determine when all of your clients' deadlines are due

  • Easily automatically notify your clients of each of their upcoming deadlines

  • Determining which clients have brought in their information and who has missing information

  • Managing you and your colleagues workload to get everything done on time

  • Tracking your time and managing your accounts receivable

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Testimonials
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Portia, GA

"Great presentation! I truly feel that this product will help with the success of my firm. The presentation was beneficial and the product demonstration answered questions to my practices needs. If the short demo was only a few of the features, I am definitely eager to see the full product details/demonstration."
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Myisia, TN

"The speaker were clear and knowledge enjoyed the presentation I wouldn't change anything. I learn quit a bit I can take forward in my career."
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Andrew, FL

"David did a great job giving ideas on better ways to organize work flow, particularly with the Task List"
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Kimberly, NV

"Very good presentation on how you can manage an accounting practice more efficiently."
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Mary Jo, NC

"Good program for those interested in the software. Larger Firms."
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Diane, WV

"I will research this software more. It seemed very useful"
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Elizabeth, MN

"I learned truly useful information in efficient course."
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Don, ID

"Although I missed most of it; I found it useful."
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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

David Merritt

Clear Biz
Owner and Founder
davidmerritt@clienttrack.ca
(866) 423-8525 x107

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David is the owner and founder of Clear Biz and has spent many years working with accounting professionals across North America to continuously strive make Clear Biz a better and better tool for accounting professionals in the area of practice management

About Our Presenter

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Our company has been in business for 15 years and has concentrated our technology and efforts into building a practice management solution specifically for accounting professionals in North America. We have just recently focused more our attention to selling our product in the United States and are now becoming more visible as an industry leader for practice management for accounting professionals.