K2's CPA Firm Update

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  • Date/Time
    • Dec 19, 2024
    • Sign In: 10:30am (MT)
    • Program: 11:00am - 1:00pm (MT)
    • Add to Calendar
  • Location
    • Your Computer
      Your Space
      ISCPA / CalCPE Webinar, ID 00000
  • Credits
    • 2.00
  • Credit Type(s)
    • Business Management & Organization (2.00)
  • Prerequisites
    • None

  • Vendor
    • California CPA Education Foundation
  • Level
    • Update
  • Fields of Study
    • Business Management & Organization

Description

It's an exciting time to manage a public practice accounting firm! In addition to technical knowledge in tax, auditing, and accounting, we need to understand data analytics and security options in an advisory context. Beyond that, we must manage the practice and people while profitably delivering excellent client service in a competitive environment for the owners. Further, portals, CAS stacks, PBC lists, electronic signatures, Cloud, and robotic process automation are technologies we need to understand beyond our tax, audit, practice management, document management, and workflow systems. This CPA Firm Update session independently covers significant trends and technologies for CPA firms, which will help you understand your current and future choices. With such rapid change, what will your firm do?

  • Presenters - Thomas G. Stephens Jr
  • Designed For

    Partners, Managers, and IT staff responsible for choosing and deploying CPA firm applications

    Objectives

    • List changes made by major suppliers to the profession
    • Identify software for service line and niche solutions
    • Define automation opportunities in accounting firms
    • Differentiate tools from a technology stack that fits your firm best

    Highlights

    • Trends in the profession, including supplier changes Software products by service lines
    • Innovation and automation tools
    • Specific technology stacks to improve productivity and profitability

    Advanced Prep

    None

    Register Now

    Leaders

    CALCPE Panel

    No Biography Available

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