Tech & Workflow Automation: Optimize Your Growth Strategy

Join Keila Hill-Trawick of Little Fish Accounting and Josh Thomas, Senior Product & Modeling Manager at LiveFlow, for a session on building out best practices for initial client diagnostics.
Keila began Little Fish with passion for helping creative professionals navigate their financial challenges. Now, Little Fish is providing expert financial guidance to professional service providers who are often overlooked by larger firms. This core client segment has a strong and consistent need to immediately understand their financial health, needs, and ultimate outlook.
That need has allowed Keila and the Little Fish team to develop a series of tools and best practices to streamline client assessment and onboarding, leaving clients happy and the quality of your accounting services tremendously improved.
We cover:
- Strategy & tactics for new-client diagnostics & onboarding.
- Building the ultimate automation tech stack.
- Workflows at scale: efficiently growing your business.