Leading Change
and Tech Adoption
Learn about effective change management and how firms can successfully embed new systems without disruption.
Accounting and Bookkeeping firms invest heavily in new technology — yet many implementations fail to deliver meaningful adoption.
The issue isn’t the software. It’s the change process.
Join us for a practical session on the principles of effective change management and how accounting and bookkeeping firms can successfully embed new systems without disruption, resistance or ROI leakage.
You’ll learn:
- Why teams resist new technology
- The four stages of successful change
- How to structure software rollouts properly
- How to reinforce adoption long after launch
If you’re planning a system upgrade — or struggling with adoption — this session is for you.
Register now to secure your place.
✅ Understand why change initiatives fail in accounting and bookkeeping firms - and how to prevent it.
✅ Learn the four stages of successful change: Awareness, Buy-in, Enablement, and Reinforcement
✅ See what structured software rollouts look like in real accounting firm scenarios.
✅ Discover how visibility, governance, and accountability reinforce adoption long after launch.
✅ Accountants & Bookkeepers involved in system upgrades or process change.
✅ Practice Owners & Leaders seeking stronger adoption, accountability, and ROI from technology investments.
✅ Client Managers responsible for rollout execution and embedding new systems across teams.
Cassandra Scott
Industry Specialist - XBert
Tracey Rubens
Founder - Beachy Bookkeeping
Felix McDonald
Customer Success - XBert
Get more out of our webinar by starting a trial today.
During the webinar, we’ll ask if you’d like a member of our Success Team to connect with you, understand your goals, and demonstrate the features that can help you achieve them.