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Free cpe webinars
Collaborate for Capacity in Your CPA Firm

COLLABORATE FOR CAPACITY IN YOUR CPA FIRM

Cost Free
Presentation Length 1.0 hour

Recorded DateOctober 19, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Wouldn’t it be great if everyone at your accounting firm communicated better, was on the same page, and was rowing in the same direction? It’s possible with effective collaboration; firms that get it right achieve unmatched efficiency and operate with less stress and more focus.

Join Joe Montgomery III, CEO/President of GroupUP, and Will Hill, Founder/Owner of Will Hill Consults, to discover how to make it happen.

Learning Objectives:


  • Recognize key mindset shifts required to improve collaboration

  • Identify the tools needed for successful collaboration

  • Give examples of how better meeting structure and cadence can improve collaboration

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Joe Montgomery III

GroupUP
Partner/CEO/President
[email protected]
346-348-2516

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Raised in a CPA family, and as a partner at Montgomery & Company, CPAs, Joe is well aware of the challenges that face today’s leaders; an evolving workforce, rapid changes in client expectation, major technology disruption, and the seeming elusive fight for work-life balance. Joe has spent hundreds of hours coaching small business clients and loves firm owners. While creating a self-sustaining local firm, he has made connections with hundreds of accounting firm leaders and coached many. Now, Joe is devoting all his time to helping modern firm leaders. 

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Will is the founder and owner of Will Hill Consults, LLC; a coaching and consulting firm serving the tax and accounting profession. Will has been serving the Tax & Accounting community since 2001. Will’s excitement and passion for seeing firms achieve their success are palpable in all of his interactions. 

Through his 20+ years in the profession, Will has taught countless classes on firm management, change management, and advisory services. His travels to implement software and perform business workflow consulting have taken him to over 400 firm offices to work directly with firm owners and their team members. Will has also managed small and large teams of trainers, consultants, and technical specialists. He has experience re-designing internal corporate structures and workflow in addition to performing that same function on behalf of tax & accounting firms.

Known for his combination of creativity and practicality, you may have read an article written by Will in many of the industry publications and thought leadership sites or heard him on various webinars and podcasts throughout the profession. In 2021 Will was named by Accounting Today in their “Top 100 Most Influential People in Accounting” list. Will has also twice been recognized by the CPA Practice Advisor in the “Under 40” lists (sadly, no longer eligible for any ‘Under 40’ awards). 
 

About Our Presenter

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GroupUP is a group of modern accounting firms growing and getting better together. GroupUp helps accounting firm leaders get clarity and confidence through intentional group and one-on-one coaching, workshops, and events.