Go from old school to cloud leader

The trusted strategies still work. Now it’s time to add the latest trends and tech to advance your practice into the future. Learn how at The Rainmaker SuperConference in Nashville.

 

Attend tech track

Join us at The Rainmaker SuperConference

June 5 – 7 in Nashville

Baby Steps to Future Proof Your Practice

Technology Track, June 6, 3:15PM

Jay Kimelman

Articles and guides

Education

Upcoming events

Tue, 25 Jul 2017

IRS Tax Forum: Dallas

IRS Tax Forum: Dallas View course

Live classroom - 9 HOURS

Tue, 25 Jul 2017

40 Advisor CREDITS - 4 CPE CREDITS

Xero Advisor Certification (Webinar)

Get a good grounding in the key principles to convert clients, work in Xero and analyze reports View course

Live webinar - 4 HOURS

Tue, 25 Jul 2017

New - 2 Advisor CREDITS - 1 CPE CREDIT

Plan ahead before converting your clients QuickBooks file

Join us as we detail the steps for your clients QuickBooks-to-Xero conversion. Learn to prepare and upload your client's file – and then see what happens before, during and after the actual file conversion. View course

Live webinar - 1 HOUR

Materials


Womens Leadership forum

Creating a Supporting Network (PDF)

Looking into the Crystal ball

Modern Succession Planning (PDF coming soon)

 

Fun and inspiration