August 8, 2023
13. Xero Roadshow and QuickBooks Pricing
Hear Carla’s take from the Xero Roadshow in Atlanta and also Kevin and Carla discuss QuickBooks Online pricing and competition among accounting apps
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Strategy
We create a customized transformation
plan that reinforces the vision of your firm.
Technology
Trust a tech specialist with the practical experience to know which tools you need.
Efficiency
Improve your systems and processes for better productivity and client experience.
Management
Build consensus and involve your team by turning doers into engaged leaders.
Coaching
Giving personalized attention to the smaller accounting firm that wants to improve
We can help you…
- Align your business model with your passion
- Review your tech stack and pricing structure
- Explore opportunities to grow in your niche
- Improve client user experience and retention
You don’t have to function on an island.
Connect with someone who has been in
your shoes and lived to tell the story.
Training
Delivering world-class technology training programs for accounting firms in transition
We Provide…
- Customized, firm-specific training
- White label tech stack courses
- Engaging, interactive instruction
- In-person or virtual options
You want an instructor who is more than a technician. Someone with the knowledge and relatability to interact with your entire team.
helping you move forward
Running a modern practice doesn't have to be frustrating
There is nothing worse than seeing the potential of your accounting firm hindered by antiquated technology, confusing workflows, or disengaged team members.
We can help you make the needed changes without interrupting your forward progress as a firm.
Whether it’s adding a new cloud-based platform, streamlining processes, updating communication best practices, or aligning talent within your firm, every incremental improvement will drive your success over time.
Let Caldwell Consulting and Training serve as your transformation catalyst.
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July 14, 2023
12. Review of early summer Conferences
Kevin & Carla highlight their take-aways from conferences they attended this year- AICPA Engage and Scaling New Heights.
June 15, 2023
11. Customer Experience for a Firm
Kevin & Carla discuss the Customer Experience at their firms, including what it is and how it permeates throughout the organization
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