This webinar is all about reviewing and refreshing your business tools by learning how certain apps can improve productivity in your financial adviser practice.
We are excited to welcome Heather Smith, Chartered Accountant, and author of ‘Xero for Dummies’ and ‘Learn Small Business Startup in 7 Days.’ Heather will run you through some project management add-ons, client communication tools, documentation storage solutions, cashflow forecasting options and more. She will also be able to answer questions you have about your business applications as well as provide some guidance on how to streamline your day-to-day business processes.
This is a webinar all members are sure to benefit from so make sure you come along and take away some simple tips and tools you implement in your business straight away.
Heather Smith is the author of ten business books including Xero for Dummies. Her virtual micro-management accounting practice is a Xero Platinum partner, in the top 2 percent of partners worldwide. She’s a Fellow of both the Chartered Accountants ANZ and the Institute of Certified Bookkeepers. Heather sits at the intersection of accounting, education and content creation, educating the business community to positively embrace Accounting Apps. Search HeatherSmithAU on your favourite platforms to connect.