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PST1836 - Small Firm Technology Solutions

Jun 13, 2018 1:45pm ‐ Jun 13, 2018 3:00pm

Standard: $49.00


Forget the “CPA Firm of the Future,” it’s the “CPA Firm of NOW” that is of immediate concern! And given that, what technologies should the CPA Firm of NOW embrace to address issues such as improving client satisfaction, attracting and retaining staff, and increasing profitability?
In this session, you will learn about technologies that can solve many of the problems facing today’s CPA firm. Technologies discussed in this session are workflow, practice management, document management, scan-and-populate, engagement planning and management, and tax notice responses. If you work in public accounting, you can’t afford to miss this eye-opening session!

Learning objectives:
• Identify leading solutions to address critical issues in CPA firms
• Apply an ROI-based approach to choose which solutions you should select for your firm
• Create a business plan for implementing specific technologies in your firm
• Implement needs-based training to ensure that your team takes full advantage of the technology provided


Tags: PST

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