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ON-DEMAND WEBINAR

Record, Reconcile, Report: A power-user's guide to Clio Accounting

Go beyond the basics in our advanced guide for accountants and bookkeepers.

Duration: 60 minutes

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

Speakers

  • Christiane Chugbo

    Host, Product Marketing Manager, Clio

  • 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.