Description

The next five years are going to be eventful for CPA firms. The profession has never seen such rapid change, with new and changing technologies appearing almost daily! So, what will your firm do? How can you stay profitable during this turmoil and avoid getting overwhelmed by these fast-paced professional transformations? What are the best technologies to handle client interactions, PBC lists, electronic signatures, and Advisory services? How do the cloud, next-generation accounting software, and client demands affect partner profitability? Attend this session to get an independent overview of the state of technology in the profession.

Presented by Thomas Stephens

Target Audience

Public accounting practitioners seeking to prepare their firm for future technologies

Course Objectives

• Select new technologies for your firm from a road map
• List top niche markets
• Differentiate between products that are ready to implement and those that need time
• Create a transformative plan for your firm

Subjects

• CPA firm-centric hardware
• Software changes
• Technology options for your firm
• Specific technologies to improve productivity and profitability
• Strategic products to consider for implementation

Prerequisites

Working knowledge of technology and workflows in CPA firm environments