Why your firm still runs on sticky notes.
(Even after you bought the software.)
You paid for the practice management tool. You set it all up. And there are still sticky notes on your monitor and a to do list that only lives in your head. In this free webinar, Jo walks you through why that happens and what actually fixes it.
- When
- Monday, November 23
- Time
- 10 AM MT (9 AM PT, 12 PM ET)
- Where
- Live online, and it's free
- Replay
- Sent to everyone who signs up
Save your spot.
It's free. Can't make it live? Sign up anyway and we'll send you the replay.
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What Jo will cover.
- Why the software didn't fix it.The tool holds the work. It doesn't decide who does what, when it happens, or what done looks like. That part's still on you.
- Where the sticky notes come from.The steps that only live in one person's head, and how to spot them in your own firm.
- What to fix first.How to pick the one process that's costing you the most, instead of trying to fix everything at once.
- Your questions, live.Bring the thing that's driving you up the wall. Jo will answer as many as she can.
Who it's for.
Accounting and bookkeeping firm owners in Canada, solo or with a team, who've bought the tools and still feel like everything runs through them.
Meet Jo.
Jo Kindret is the Operations Manager at Arnason Accounting & Co. She's the one who designed the systems in my firm, and she's a big part of why it runs without me in the middle of everything. Now she builds them inside other firms too. She knows exactly where the software stops and the system has to start.
Michelle
Good questions.
Does it cost anything?
No. It's free.
How do I join on the day?
Once you sign up, you'll get an email with the link to join. We'll send a reminder before it starts too, so you don't have to hunt for it.
What if I can't make it live?
Sign up anyway. Everyone who registers gets the replay by email after the webinar.
Is this a sales pitch?
It's a real hour of teaching. At the end, Jo will mention The Install and The Build for firms who'd rather have their systems built with them. No pressure either way.
I have a question before then.
Email us at support@buildthefirmco.com and we'll get back to you.
Build the Firm Co. Modern systems for today's firms.
