Steven Ellard attends exclusive RootWorks Academy Conference, participates as expert panelist

Published on Tuesday, July 03, 2012

The firm of Steven M. Ellard, announced that owner, Steven Ellard, CPA, recently returned from the RootWorks spring Academy Conference—an exclusive, invite-only event for forward-thinking, technology-driven firms. The event offers two days of education focused on industry trends, technology advancements, best practices, marketing techniques, and more. While at the conference, Ellard was asked to serve as an expert panelist, where he shared his firm’s successes in the areas of workflow processes and client services with the entire Academy membership.

“I always leave an Academy Conference with a wealth of new information and ideas,” stated Ellard. “The ability to collaborate with fellow Academy members who share my firm’s business model provided me with powerful knowledge to improve services and enhance the value we provide our clients.”

As a panelist, Ellard shared his firm’s successes in implementing the new BOSS (Back Office Support System) online client accounting service. He discussed the details of how a completely online client system has significantly elevated the quality of services, providing 24/7, online access for clients. He also explained how BOSS has allowed his small business owner clients to hand over all accounting tasks to his firm, allowing them to focus on their running their businesses.

The RootWorks Academy Conference ran June 20-21 in Scottsdale, Arizona.


About Steven M. Ellard, CPA
We are more than a firm that prepares your tax returns. We are a full service accounting firm dedicated to helping small businesses grow and prosper. Our complete range of services will present you the thorough, accurate reporting and expert financial analysis you need to make informed decisions and realize your business goals.

As your trusted partner, we work with you throughout the year to develop a strategic plan for achieving your objectives. We learn your business inside and out, and provide you with the quality work,

personalized client service, and keen focus you expect and deserve from a true partnership.

For more information, call 508 896-3377. Visit our website at http://www.stevenmellardcpa.com.