7 Silent Bottlenecks Holding Your Firm Back (And How Practice Management Can Fix Them)
Managing a firm shouldn’t feel like a constant uphill battle against your own processes. Often, the biggest drains on your productivity aren’t the complex tax returns or high-level advisory sessions—they’re the invisible bottlenecks caused by scattering your data and workflows across half a dozen software platforms and information systems.
Join operations leaders Ashley Fontenot and Whitney Kisner for an insight-packed session that will reveal the invisible friction points that are impeding your firm’s growth and offer practical strategies for reclaiming your time and sanity.
Whether you’re still relying on spreadsheets and email or you’ve already modernized your tech stack, you’ll leave this session with a clear roadmap to a more streamlined, profitable firm.
*Join live for 1 CPE credit
What You'll Learn
- How centralizing client data eliminates hours spent looking for files and information
- How to spot the speed bumps in your workflow that are causing delays and team burnout
- How to automate the constant "client chase" so you can keep projects moving forward without so much manual oversight
- How to leverage firm data for better decision-making
Meet our speakers
Whitney Kisner
Director of Practice Innovation, RMW Accounting
Ashley Fontenot
Chief Operating Officer, SMD Consulting and Accounting
Luke Frye, CPA
Accountant in Residence, Canopy
Ready to get started?
Your future self will thank you.