Timeless Templates & Proactive Automations

Run Time:   60 minutes

Date:

Thursday 23rd October 12:00PM

Description:

If you missed our InRealLife event, join the Client Success team in this 60-minute pre-recorded modified version of InRealLife! We’ll be showing you the foundations you need to sustainably scale your practice.

In this webinar, we will cover:

  • Back to Basics for your platform
    Our team will take you through best practice settings for your platform and demonstrate how you can create timeless templates with merge fields to personalise at scale and future-proof your practice for growth.
  • Automate your Practice
    We’ll guide you through how to use the Automation Engine to effectively manage tasks with the team, and to proactively track job budgets so you can intervene and remedy earlier, ensuring the success of your team and practice.

If you can’t make the live event, register to receive the resources post-event, including the webinar recording.

Lauren Marsh

Client Success Consultant
FYI

Lauren has over 11 years experience in the accounting industry, both productive roles and practice management, she understands how game changing a good piece of software can be to a practice. Lauren now works with the Client Success team ensuring each individual practices' Onboarding journey to FYI is easy and seamless. She loves helping our clients maximise the benefits that FYI can bring, ensuring scalability, increased efficiencies, time savings and overall success.

Phil Catania

Client Success Consultant
FYI

Phil has worked for multiple accounting software providers and has over 7 years of experience in Onboarding roles. He loves when a practice can see the benefits FYI can bring and ask themselves why they didn’t make the change sooner. Phil manages the onboarding of new FYI practices, guiding them through the onboarding journey and putting them onto the path to success. 

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