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Deciding to build a digital-first advisory practice requires not only an understanding of technology but also a mindset shift. This session will cover how to think about tech, what resources are available to you, and how to get started. We will also cover the types of services that fall in this area of advisory, and basic pricing strategy all while incorporating two experienced perspectives from building these types of practices.
Learning Objectives:
Analyze different forms that technology advisory practices can take
Evaluate a tech and process mindset
Identify resources available to train yourself and others
Speaker(s):
Donny
C. Shimamoto,
CPA.CITP, CGMA,
Founder and Managing Director,
IntrapriseTechKnowlogies LLC