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Empower growth: Enhance client productivity and profitability with the right platform

Presented by

Ted Callahan, Intuit - Erin Hutton, Intuit - Patrick Ball, Aprio - Amy Walker, Walker Glantz PLLC - Daniel Malinov, Intuit

About this talk

As your clients grow, they often face increased complexity—managing multiple entities, expanding teams, and navigating more advanced reporting requirements. These shifts highlight opportunities to improve clients’ efficiency and profitability by better aligning their systems with their business goals. In this online event, you’ll hear directly from fellow accounting professionals who are advising clients through this shift. From identifying when change is needed to supporting smooth transitions and guiding clients post-implementation, this session is built for practical, peer-led insight. You’ll learn how to: Identify when client complexity signals a need for better systems. Advise clients on scalable, multi-entity tools that elevate profitability and efficiency. Support clients after the transition and enhance your role as their strategic advisor. What to expect: A real-world, community-led panel discussion A practical look at key pain points clients are facing, like the need for multi-entity management, real-time insights with dimensions, and more granular reporting An extended demo led by Intuit’s product team, offering a deeper dive into the Intuit Enterprise Suite. Note: This recording is not CPE-Eligible.
Intuit Enterprise Suite

Intuit Enterprise Suite

434 subscribers1 talks
Guide the growth. Empower clients.
Welcome to your learning hub for supporting complex clients with a scalable, integrated platform that boosts productivity and profitability.
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