We invite you to learn how to seamlessly navigate the client journey from proposal to profit with the dynamic duo of GoProposal and Auto Entry. Learn how GoProposal streamlines proposal creation and pricing strategies, while Auto Entry eliminates scope creep through data capture automation. Join us, as we dive into ways you can optimize your firm's operations, maximize profits, and deliver exceptional value to your clients.
 
Learning Objectives:
Learn how to leverage GoProposal to create compelling proposals tailored to each client's needs, enhancing transparency, and winning more business.
Explore strategies for eliminating scope creep using GoProposal and Auto Entry's automation capabilities.
Discover how to streamline data entry tasks with Auto Entry, saving time and resources while maintaining accuracy throughout the client lifecycle. 
 
Presented by Cassie Boudreaux Lafleur and Lisa Beaver of Sage Accounting

Date: Tuesday, August 27, 2024
Time:  12:00 - 1:00pm
Live Virtual Meeting: Zoom meeting information will be sent with your email confirmation.
Benefits: 1.0 hour of CPE (free to Northern Chapter VSCPA members; non-members pay $25)