Major Topics
Learning Objectives
- Review of major upcoming technology and industry trends for professional accounting.
- Developing a strategic road map for improvement of firm operations including recruiting younger clients and implementing new technology.
- Discussion of the CPA top-level domain for the firm’s website and email.
- List of specific recommended technology solutions (e.g. apps, programs, platforms, etc.) to assist the firm in meeting organizational objectives.
Course Description
CPA firms have always had challenging times, and the last two years emphasized that point. Technology changes, new service offerings, and profitable compliance will have to be executed well during the next five years. What technologies will you choose for 2021 and beyond? What is the best way to handle everything from better client interaction from PBC to eSignature through the best Advisory service strategy? How do the cloud, next-generation software, and client demands affect partner profitability? Attend this session to get an independent overview of the state of technology in the profession.
Compliance Information
Advanced Preparation
None
Field of Study
Information Technology
Credits
2 Credits
Published Date
March 28, 2023
Course Authors
Stephen Yoss
All of our self-study courses are NASBA approved (through our partners at K2 Enterprises) the revisions to the Statement on Standards for Continuing Professional Education (CPE) Programs (Standards).
Your Registration Includes:
- Course materials (video & PDF version)
- Unlimited attempts to complete exam
- Course materials (PDF & Sample Materials)
- Instant grading & certificate of completion
- One year access to complete your CPE
- Completion certificate
