Get the most out of Clio Accounting
You’re the one responsible for ensuring that your firm’s financials, reconciliations, and reporting remains both accurate and efficient.
When you handle all of your billing, payments, and accounting in one system, you unlock powerful capabilities that help you get more done with fewer redundancies and more time-saving automations you can trust.
In this webinar, you’ll get expert advice on how to do all of that and more with Clio.
You’ll learn how to:
- Automate routine bookkeeping and recurring accounting tasks.
- Master best practices for trust accounting, including withdrawals, deposits, and three-way reconciliations.
- Get comprehensive insights into your firm’s financial performance.
Duration: 60 Minutes
Watch the Recording
Speakers
Ryan Ward
Speaker
Group Product Manager, Clio
Ryan joined Clio in February 2024, where he is focused on improving accounting products. He brings 7-years of baggage and knowledge from Intuit, which followed a career in product and performance marketing at startups and growth-stage companies in Chicago. Ryan is passionate about improving user experience, driving customer success, and building things that solve problems. He lives in Colorado with his wife, two sons, and Bernese Mountain Dog.
Haley Curneen
Speaker
Accounting Consultant, Clio
Haley is one of our expert Accounting Consultants; leading our Clio Accounting Customer Support since the products early launch. She brings over five years of experience in the accounting technology space, working with firms to effectively implement software tools in the completion of their accounting and bookkeeping.
Host
Christiane Chugbo
Host
Product Marketing Manager, Clio