Lesson series
Modern Accounting Best Practices
Become an expert in modern accounting
In this course
Proven best practices to run a streamlined, efficient firm—leveraging Digits to elevate client experience, strengthen workflows, and drive growth
Standardize what works
Document and replicate proven AI-native workflows across your firm
Elevate communications
Establish processes that keep your team and clients on the same page
Stay aligned
Adopt workflows that set clear, consistent expectations
Retain and expand
Use best practices to strengthen retention and open doors to growth
Meet the instructor
Megan
Megan Reid is a seasoned accountant with 15 years of experience in the profession. For the past two years, she’s brought her expertise to Digits, becoming an expert accountant user and advocate. With deep knowledge of accounting workflows and the common pain points firms face, Megan now focuses on training and enabling other accountants to harness Digits and truly unlock streamlined, AI-native workflows.
When she’s not helping accountants transform their practices, Megan enjoys spending time with her family, exploring the outdoors, and traveling to new places.
Patrick Jones - Course author