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Guru Workshop a Success

July 2, 2012



There were many eager participants at the Guru Certification Workshops.

 In June, hosted a series of sold out Guru Certification Workshops at the Scaling New Heights Conference, in Nashville. The Guru Workshops are designed to assist accounting firms in re-engineering their processes to gain more efficiency across their practice.

The hands-on sessions, led by’s resident Guru Judie McCarthy, walked participants through how to maximize the benefits of, how to increase automation in their practice, and how to increase adoption of among their clients. We discussed pricing models, how to set-up clients, and migrate existing accounts payable and accounts receivable to We also discussed how firms could price their services to make their practice more profitable.

Throughout the day, participants completed their own Action Planning Worksheet. With the worksheet, participants reviewed their current processes and then compared those processes to what they learned in the workshop to see where to gain efficiencies. By documenting goals for their firm and sharing them with the group and the facilitators, participants left the sessions with a plan on how to achieve specific goals and receive their Guru certification. Oh, and each participant also left with a goodie bag and customized Guru t-shirt!

The sessions contained lively conversation, interactive learning games, and group discussion about the future of accounting and how best to implement’s platform. All in all, the Guru Certification program was a success, both from the viewpoint of the newly certified Gurus, as well as the representatives.


– Brandon Carson, Director of Training



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