Learn in real time
Live online sessions where participants can ask questions, work through examples, and interact directly with the instructor during the class.
Interactive classes for accounting firm teams
Each session is focused on a specific operational topic. Participants come away with concrete tools and approaches they can apply the same week.
Document Archive Setup: Live Workshop
A hands-on live session covering the design and implementation of a document archive for an accounting firm. Participants work through their own archive structure during the session using provided templates.
Workflow Mapping in Practice
Participants map a real workflow from their own practice during the session. The instructor guides the group through the mapping process and facilitates a discussion of improvement opportunities.
Choosing Management Software: A Guided Review
A live walkthrough of the criteria for evaluating management software for accounting firms. Participants leave with a practical framework for comparing options relevant to their specific situation.
Digitization Planning Session
A structured live session for firm managers who want to plan their digitization roadmap. Covers prioritization frameworks, transition considerations, and how to communicate changes to the team.
How live classes work
All live classes are conducted online via video conferencing. Participants receive preparation materials before each session and a summary document afterward. Sessions are conducted in Spanish, with materials available in both Spanish and English.
To inquire about scheduling, group size, or to arrange a session for your firm, use the contact form below or reach us directly at info@crescadi.com.
Inquire About Live Classes