You got into accounting to have the freedom to decide how YOU want to work. Are you ready to transform your accounting practice into a thriving, self-sustaining firm?

Speaker: Nick Boscia, CPA and Nick Sinclair, Founder
Brought to you by: Financial Cents & SmartVault

Time stamps:

  • Building self-sustaining accounting firms with technology and talent. 0:03
  • Tools for building a self-sustaining accounting firm, including Financial Cents and SmartVault. 3:46
  • Implementing new technology and building a self-sustaining firm, with challenges and successes. 7:04
  • Implementing new technologies to improve accounting firm workflow and client experience. 12:12
  • Automating workflows, security, and offshoring in accounting firms. 16:21
  • Delegating tasks and maintaining quality control in a growing business. 20:26
  • Outsourcing and offshoring in accounting firms, with a focus on systems and processes, technology, and leadership training. 24:49
  • Using technology to streamline accounting firm workflows and increase efficiency. 31:27
  • Improving accounting firm efficiency, client communication, and deadlines. 39:01
  • Implementing technology to improve law firm efficiency and client communication. 45:59
  • Building a self-sustaining accounting firm with time management strategies. 49:36

About this webinar

Join Nick Boscia, CPA and Nick Sinclair, Founder of TOA Global as they discuss the significance of running a self-sustaining firm. Bringing unique perspectives, you’ll hear how Nick Boscia, CPA strategically chose the right technology to reduce disruptions in his firm. While Nick Sinclair, Founder of TOA Global equips accounting firms with offshore support and drives home how these remote staff members succeed based on the workflows and cloud-based tech you provide.

This session will equip you with ideas and strategies to build a firm that not only survives but thrives without constant hands-on management. Get your practice ready to operate while you’re out on PTO. Help team members pick up right where they need to if someone calls in sick. Limit disruptions to your business and let yourself enjoy vacation! It’s time to build a self-sustaining firm!

What you’ll learn

  • How to delegate tasks most efficiently
  • Why you need to think about team training and client communication
  • How to manage Financial Cents and SmartVault for remote access to client data, task management and document handling
  • When outsourcing is the best option for coverage

Join us for an insightful webinar designed specifically for accounting and bookkeeping firms who are eager to take their practice to the next level.

Don’t miss this opportunity to transform your practice and achieve long-term success. Reserve your spot today and take the first step towards building a self-sustaining accounting firm.

About Nick Sinclair

Founder,  TOA Global

Nick Sinclair is an Australian entrepreneur whose businesses are actively enabling growth for more than 1,100 successful accounting firms globally. Founder of TOA Global, Ab2 Institute of Accounting, TopFirm and Humanverse Group, Nick runs an award-winning company that he built from zero to $100 million in ten years.
Nick coaches owners of high-performing accounting firms around the world and is one of the foremost authorities on enabling growth through global teams. In Nick’s mission to help accounting firm owners run a smarter and more successful firm, he is dedicated to providing an authentic and practical perspective to getting the best out of your people and building an accounting firm that you’re proud to lead.

About Nick Boscia, CPA

Partner, Boscia & Boscia PC

Nick Boscia, a standout personality in the accounting world. A proud Penn State alumnus, earning both Bachelor’s and Master’s degrees in Accounting. His journey commenced at PwC, where he quickly secured his CPA license, marking the beginning of a promising career in accounting. In 2013, he took his expertise to Boscia & Boscia PC. Nick’s success is due to his innovative adoption of technology. By integrating advanced software and cloud-based solutions, he has dramatically enhanced his firm’s efficiency, enabling Boscia & Boscia to thrive and expand. This strategic use of technology not only spurred growth but also afforded Nick a better work-life balance, allowing him the freedom to pursue personal interests and travel extensively. To date, he has explored 24 countries across five continents, with an ambitious goal to visit 100 by age 55.

About Financial Cents

Financial Cents is an accounting practice management software that has all the features you need to get work done in a simple user interface that your team will love and find easy to use.

Whether you’re just beginning to document your processes or have been doing it for a long time, our workflow checklist templates that are both editable and customizable will get you up and running in no time.

Track & assign work, set up recurring tasks, store client information, automate client data collection, and more with Financial Cents.

About SmartVault

Online document management & secure file sharing software.

SmartVault is the easiest and most secure way to optimize how you, your staff, and your clients gather, store, share, and eSign documents in the cloud. Streamline how you work, collaborate with clients more easily, and reduce costs — through one integrated document management and client portal solution.