This includes sessions from the conference: Digital CPA Conference 2018
Barry C. Melancon, CPA, CGMA, CEO of the Association of International Certified Professional Accountants, will provide a professional issues update including an overview of the major forces driving change for the accounting profession.Speaker(s):
Client Accounting Advisory Services (CAS) encompass a wide and varied spectrum of services. Many firms start by transforming traditional, after the fact accounting services to business process outsourcing (BPO), but how and what to include next can be a challenging decision. A panel of practitioners that have spanned the spectrum of CAS will share:
Bring your questions and join the conversation to clarify where you want your CAS practice in 1, 3, 5 years.Speaker(s):
In this digital age of emerging technology, how is a practitioner to able to stay aware, have the best tools, and not constantly change your software? In this session, you will receive tactics for building a technology suite of software to gain standardization, integration and leverage powerful emerging solutions. Learn strategies to stay aware of new technology and how to find the right tool for your needs.Speaker(s):
We’ve all heard about how data analytics are going to totally change the accounting profession. Unfortunately, for most of us, we listen to the presentation about sweeping changes and then we go back to work doing what we’ve always done. In this session, we’ll take you from the realm of the theoretical to the practical. We’ll discuss specific steps you can take to begin adding data analytics capabilities to your existing practice and create new high-value service offerings. We’ll cover the service offerings themselves, how to price engagements, and how to find the right talent to deliver something that is not part of the traditional accountant’s skillset.Speaker(s):
Digital CPAs know the importance of being real advisors to their clients; they also know this requires additional skills. Not everyone in your firm may serve as advisors, but many just need to the tools to become one. Join this session to hear:
Find the potential in your team, or staffing candidates, to help you deliver on the Trusted Business Advisor promise.Speaker(s):
One of the biggest challenges is starting to charge clients for the free advice you have been providing. When you have been giving it away for free (be in in tax prep services, accounting or auditing) now it is time to charge for your worth. This conversation takes finesse to Differentiate the service, Internally and Externally. How do you get your clients that have benefited from this advice be your referral marketing.
Are you the type of person that needs to understand how something works tb able to envision how to use it, or you are just curious how technology works? With technology getting more intricate this getting harder to know all the innerworkings, but in this session you will get an overview of what Artificial Intelligence is doing and how it functions. This way we don't need to fear it reducing our value, but imagine how it will augment your talents. This is why some say AI should stand for Augmented Intelligence, not artificial.Speaker(s):
Auditing in the future will look vastly different than it does today, yet we are already seeing technology transform procedures. From virtual auditing to access to complete data sets, the process is going through a transformation. In this session, come discuss how auditing is not evolving, but transforming, and the implications this has on tools, and processes.Speaker(s):
Businesses have a need for a qualified CFO, yet not all can afford, or even find a quality candidate. This is where the opportunity exists for firms to market CFO Services, but...
Join this session to hear from a practitioner delivering these services and get the ideas on how to capitalize on the opportunity for your firm.
It is the year of major tax reform and your clients have a million questions. Don't give away the most valuable thing you do - advising! It’s time to make the transition from tax return preparation to future-facing advisory services, with the tax return as the bi-product. Set up your appointments differently, staff those appointments differently. Ask yourself: Is the fee you receive for the tax return or for the client’s engagement with you?
1. Explore ways in which your tax expertise gives you the credibility to expand the financial discussion with clients
2. Learn how to use the tax return as a launching point for additional services
3. Learn how digital tools can open the door to a year-round relationship with your tax clientsSpeaker(s):