The Three Questions That Define Your Firm's Week

Managing 80+ clients starts with clarity. Lavesh Chattlani walks through the three critical questions every firm leader should answer each Monday: client priorities, month-end status, and growth opportunities. Discover how Intuit's intelligence tools help you tackle all three—and which one matters most to your bottom line. Watch to see how top firms stay ahead. From the course “The AI-Powered QuickBooks Firm” (1 CPE credit, Accounting, Basic): https://www.cpetoday.com/course/the-ai-powered-quickbooks-firm Taught by Lavesh Chattlani — President at Scalene AI Inc. | AI Strategy, Enablement & Governance, Scalene AI Inc.. More from Lavesh Chattlani: https://www.cpetoday.com/instructor/lavesh-chattlani Taught by Atiba Lewis — Founder | Principal Consultant | Finance Ops Automation (QBO/QBOA) | Integrations, Reporting & AI, ATL Workflow Automation Inc.. More from Atiba Lewis: https://www.cpetoday.com/instructor/atiba-lewis CPE Today offers live webinars, Live Replays and self-study for CPAs and accounting professionals. NASBA-sponsored (ID 167619) and an IRS-approved CE provider. https://www.cpetoday.com/ #AccountingFirm #QuickBooks #ClientManagement