Upcoming Webinars

When we think of year-end, we think about closing our accounting books. Year-end is more than
accounting. Articles and presentations exist everywhere about how to close your books. In this
workshop, we will talk about how to prepare your firm for a new 2021 beginning. We will consider
practice management, document management, and firm presence on social media and the internet. Through this webinar, you will:

• Understand the benefits of planning for the New Year
• Identify non-financial areas that should be reviewed
• Establish a plan on how to best approach a year-end review

During this interactive treasure hunt around Zola Suite, a member of the Client Success team will introduce you to some of the lesser-known features of Zola that can help to greatly increase efficiency and productivity.

The end of the year brings with it a long to-do list for the back-office. In this webinar, Client Success Advisors Eileen Ehrlich and Kevin Chen, CPA, will show you how to leverage Zola Suite’s tools to efficiently close out accounts and generate important reports.

During this session, you’ll learn how to:

• Generate 1099s and complete the e-filing process through Zola
• Close your books and reconcile your bank and credit card accounts at year-end
• Generate reports that provide valuable insights into expenses and profitability

There are dozens of areas of configuration and customization within Zola Suite. In this session, designed for firm admins and managing partners, a Client Success Advisor will walk you through all of Zola’s Firm-Level Settings and how these can be optimized to streamline workflows and help save your team time.

Far too many back-office professionals cite billing as their single most tedious task. Zola Suite’s bulk billing tools were designed to help firms bill more clients more efficiently. During this webinar, a Zola Suite Client Success Advisor will share Zola’s Bulk Billing Center and other bulk tools that can help your team cut down time spent on publishing and sending out invoices. During this session, you’ll learn:

• Steps to get started with these tools, including required DNS settings
• The process for bulk application of trust funds during the billing cycle
• How to email and/or print thousands of invoices/statements of accounts with just a few clicks.