2023 Digital CPA Conference

Wondering when the “audit of the future” that we’ve all heard so much about over the years will become a reality? According to firm leaders across the country, it’s already happening. While many of these firms used to approach an audit by using the previous year’s audit files as a template, they’re now coming at it from a completely different perspective. They’re fully re-engineering the audit to meet higher client and regulatory standards while achieving new levels of efficiency and delivering a lot more value along the way. Join this discussion to learn about the four key drivers of audit transformation – technology, methodology, standards and skills – and how firms are managing this change within their organizations.

A successful client advisory practice (CAS) is built on a foundation of technology that automates and streamlines core accounting functions, offering data that can be used to support advisory offerings. This session will explore the essential components of the tech-stack for Financial CAS.

We will discuss the benefits of leveraging cloud technology, enabling integration and advanced automation to streamline accounting processes, enhance data accuracy, and drive efficiency. Real life examples and best practices will be shared, along with practical implementation tips.

Customers don’t buy time; they buy value. Firms with a better understanding of value will have an enormous competitive advantage in attracting both customers and top talent.

Price is the marketing moment of truth. It’s the number one driver of profitability, more so than cutting costs, increasing efficiency, or even customer acquisition. This session is designed to help firms price on purpose, developing a core competency in this essential skill. Pricing is an art, not a science. But it’s also a skill, meaning the more you do it, the better you will get. As a result, your culture will become obsessed with value, not time spent.