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How to Increase Practice Efficiency & Improve Your Client Experience

February 27, 2018 Geoffrey Gualano

Improve practice efficiency to make a bigger impact 

Improving efficiency at your bookkeeping practice will enable you to make a greater impact when advising your clients, but this is easier said than done – how do you identify which processes need to change? When is the best time to introduce these changes?

Cindy Hovig, founder of Beyond Balanced Books, Inc., has all of these answers (and more!). As one of Hubdoc’s Top 50 Cloud Accountants of 2017 and as the winner of the Partnership Impact award at the Xero Americas Awards, Cindy understands what it takes to increase efficiency at your practice.

In this webinar, Cindy shares how Beyond Balanced Books makes an impact on their small business clients.

We discussed:

  • Why it’s important to stay informed about changes in the accounting technology landscape
  • How to effectively implement change that will improve your firm’s efficiency and enhance your client experience
  • How Beyond Balanced Books uses cloud accounting tools (such as Xero and Hubdoc) to make a greater impact

Catch up on everything you may have missed – watch the webinar recording above!

About the Author

Geoffrey Gualano

Geoffrey Gualano is the Sr. Product Marketing Manager at Hubdoc. He has a passion for customers and bringing products to market. An ex-musician and aspiring chef, he spends his free time cooking and listening to music. Follow his cloud bookkeeping journey in 'How I Learned Cloud Bookkeeping'!

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