Year-end for our clients is taking up all of our time now. Join Scott & Kate to get an insight into how ChangeGPS Workpapers can give you the system you need. They will show you our Progress Year End Tax Summary report. A comprehensive report to communicate to your clients how they finished the year. If you are dreading the process of year end check out our tools to make life easier.
Agenda - Year-End Checklist
Rundown of business and individual workpapers
Produce your Year End summary report in under 15 minutes.
Presenters
Scott Peeler-Hammond
Head of Sales
Scott joined ChangeGPS in mid-2022 after spending 18 plus years in service and technology sales. He spends his time not just helping the leaders of accounting firms understand how to make more money, do the work faster, and most importantly get more love for the value they bring to their clients but also helping these leaders train their team to be able to grow together.