Webinar

Streamlined OS Live Walkthrough

May 26, 2026

We just released something new, and it's included in your Collective membership!

Streamlined OS is the first operating system built specifically for accounting firms. It evaluates your firm across eight key pillars and gives you a prioritized action plan with resources to act on immediately.

 

We're hosting a members-only live walkthrough on Tuesday, May 26, at 12:00 PM CT, and we'd love for you to join us! We'll cover how the assessment works, what your firm's dashboard shows you, how to read your results, and how to use the action plan with your leadership team. There'll be time for questions, too.

 

A few things to know before you register:

  • 1 CPE credit is available for attending.
  • This session is designed for firm owners and leaders. If you have a leadership team member who should be there, forward this along.