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The writing is on the wall - traditional compliance services are being disintermediated by advancements in information technology. Firms need to expand their practice to a more advisory focus if they want to grow and thrive in the future. Roman will present a number of approaches and resources to support this conclusion as well as how to effectively transition your firm and personnel to being their client's "trusted business advisor."
Objectives:
- Identify the steps to transform your firm towards advisory services.
- Recognize best practices in building advisory expertise.
Join four experienced CPA Firm Managers as they provide an overview of the top operational issues facing accounting firms post pandemic. Daniel Gregory, PAFM, firm administrator with Genske Mulder & Company, LLP and Alan Alexander, CPA, PAFM, chief operating officer with Jackson Thornton will review the issues those managing the day-to-day operations of a firm will need to deal with going into 2022. The issues include the “new” work model, staffing, wellness and managing the remote worker. While several of these have continually appeared on top issues survey results, each will need to be re-examined with strategic plans and current firm initiatives retooled by the firm’s leadership post pandemic. Kristine Latchaw, CPA, PAFM, director of administration with Maner Costerisan and Kim Fitzgerald, PAFM, director with Squire Lemkin & Company will review how the CPA Firm Management Association will be addressing these issues and supporting today’s firm manager. From collaborative work sessions to in-person education, firm managers will learn the proactive approaches to turn these challenges into results-oriented success stories. At the end of the session, the CPA Firm Management Association’s Firm Manager of the Year Award will be presented.
Objectives:
- Identify the operational issues facing those in accounting firm management post pandemic.
- Discover where to acquire the resources needed to manage a remote workforce successfully post pandemic.
- Recognize how the “new” work model will impact CPA firms as workers are returning to work post pandemic.