{"id":246688,"date":"2025-05-19T04:34:57","date_gmt":"2025-05-19T04:34:57","guid":{"rendered":"https:\/\/peraltafinancing.com\/accounting\/7-hidden-inefficiencies-in-your-firm-and-how-practice-management-can-fix-them\/"},"modified":"2025-05-19T04:34:57","modified_gmt":"2025-05-19T04:34:57","slug":"7-hidden-inefficiencies-in-your-firm-and-how-practice-management-can-fix-them","status":"publish","type":"post","link":"https:\/\/fivemor.com\/?p=246688","title":{"rendered":"7 Hidden Inefficiencies in Your Firm (and How Practice Management Can Fix Them)"},"content":{"rendered":"<p> <br \/>\n<\/p>\n<div id=\"hs_cos_wrapper_post_body\">\n<p style=\"font-weight: bold; font-size: 20px;\">Speakers:<\/p>\n<p><!--more--><img fetchpriority=\"high\" decoding=\"async\" src=\"https:\/\/www.getcanopy.com\/hs-fs\/hubfs\/Ashley%20-%20webinar%201.png?width=7206&amp;height=2040&amp;name=Ashley%20-%20webinar%201.png\" width=\"7206\" height=\"2040\" loading=\"eager\" alt=\"Ashley Fontenot\" style=\"height: auto; max-width: 100%; width: 7206px;\" srcset=\"https:\/\/www.getcanopy.com\/hs-fs\/hubfs\/Ashley%20-%20webinar%201.png?width=3603&amp;height=1020&amp;name=Ashley%20-%20webinar%201.png 3603w, https:\/\/www.getcanopy.com\/hs-fs\/hubfs\/Ashley%20-%20webinar%201.png?width=7206&amp;height=2040&amp;name=Ashley%20-%20webinar%201.png 7206w, https:\/\/www.getcanopy.com\/hs-fs\/hubfs\/Ashley%20-%20webinar%201.png?width=10809&amp;height=3060&amp;name=Ashley%20-%20webinar%201.png 10809w, https:\/\/www.getcanopy.com\/hs-fs\/hubfs\/Ashley%20-%20webinar%201.png?width=14412&amp;height=4080&amp;name=Ashley%20-%20webinar%201.png 14412w, https:\/\/www.getcanopy.com\/hs-fs\/hubfs\/Ashley%20-%20webinar%201.png?width=18015&amp;height=5100&amp;name=Ashley%20-%20webinar%201.png 18015w, https:\/\/www.getcanopy.com\/hs-fs\/hubfs\/Ashley%20-%20webinar%201.png?width=21618&amp;height=6120&amp;name=Ashley%20-%20webinar%201.png 21618w\" sizes=\"(max-width: 7206px) 100vw, 7206px\"\/><\/p>\n<p style=\"font-size: 20px; font-weight: normal;\"><img decoding=\"async\" src=\"https:\/\/www.getcanopy.com\/hs-fs\/hubfs\/Whitney%20-%20webinar%201.png?width=7152&amp;height=2025&amp;name=Whitney%20-%20webinar%201.png\" width=\"7152\" height=\"2025\" loading=\"eager\" alt=\"Whitney Kisner\" style=\"height: auto; max-width: 100%; width: 7152px;\" srcset=\"https:\/\/www.getcanopy.com\/hs-fs\/hubfs\/Whitney%20-%20webinar%201.png?width=3576&amp;height=1013&amp;name=Whitney%20-%20webinar%201.png 3576w, https:\/\/www.getcanopy.com\/hs-fs\/hubfs\/Whitney%20-%20webinar%201.png?width=7152&amp;height=2025&amp;name=Whitney%20-%20webinar%201.png 7152w, https:\/\/www.getcanopy.com\/hs-fs\/hubfs\/Whitney%20-%20webinar%201.png?width=10728&amp;height=3038&amp;name=Whitney%20-%20webinar%201.png 10728w, https:\/\/www.getcanopy.com\/hs-fs\/hubfs\/Whitney%20-%20webinar%201.png?width=14304&amp;height=4050&amp;name=Whitney%20-%20webinar%201.png 14304w, https:\/\/www.getcanopy.com\/hs-fs\/hubfs\/Whitney%20-%20webinar%201.png?width=17880&amp;height=5063&amp;name=Whitney%20-%20webinar%201.png 17880w, https:\/\/www.getcanopy.com\/hs-fs\/hubfs\/Whitney%20-%20webinar%201.png?width=21456&amp;height=6075&amp;name=Whitney%20-%20webinar%201.png 21456w\" sizes=\"(max-width: 7152px) 100vw, 7152px\"\/><\/p>\n<p style=\"font-size: 20px; font-weight: normal;\">Join operations leaders Ashley Fontenot and Whitney Kisner for an insight-packed panel where they\u2019ll expose the hidden inefficiencies slowing firms down\u2014and share how to fix them using practice management tools you probably already have.<\/p>\n<p>You\u2019ll learn how to spot blind spots in your workflows, uncover underused features in your current system, and apply proven strategies to streamline operations, improve collaboration, and get more out of your tech.<\/p>\n<p>Whether you\u2019re optimizing a system you\u2019ve used for years or just starting to explore practice management, you&#8217;ll leave this session with clear next steps you can apply in your firm right away.<\/p>\n<p style=\"font-size: 20px; font-weight: normal;\">\u00a0<\/p>\n<p style=\"font-size: 20px; font-weight: bold;\">What you&#8217;ll learn:<\/p>\n<ul>\n<li style=\"font-size: 20px; font-weight: normal;\">How to centralize client data and reduce time spent searching for information<\/li>\n<li style=\"font-size: 20px; font-weight: normal;\">How to automate admin tasks and simplify workflows<\/li>\n<li style=\"font-size: 20px; font-weight: normal;\">How to improve client communication and transparency with client portals and automated reminders<\/li>\n<li style=\"font-size: 20px; font-weight: normal;\">How to leverage data insights to make smarter, more profitable business decisions<\/li>\n<li style=\"font-size: 20px; font-weight: normal;\">&#8230;and so much more!<\/li>\n<\/ul>\n<p>*Join live for 1 CPE credit<\/p>\n<p style=\"font-weight: normal;\">\u00a0<\/p>\n<\/div>\n<p><script>(function(d, s, id) {\n  var js, fjs = d.getElementsByTagName(s)[0];\n  if (d.getElementById(id)) return;\n  js = d.createElement(s); js.id = id;\n  js.src = \"\/\/connect.facebook.net\/en_GB\/sdk.js#xfbml=1&version=v3.0\";\n  fjs.parentNode.insertBefore(js, fjs);\n }(document, 'script', 'facebook-jssdk'));<\/script><br \/>\n<br \/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Speakers:<\/p>\n","protected":false},"author":1,"featured_media":246689,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[11759],"tags":[4524,8678,6320,17843,5984,9441],"dealstore":[],"offerexpiration":[],"class_list":["post-246688","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-accounting","tag-firm","tag-fix","tag-hidden","tag-inefficiencies","tag-management","tag-practice"],"yoast_head":"<!-- This site is optimized with the Yoast SEO 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