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K2’s Choosing Your CPA Firm Tech Stack
★★★★★
4.5 · 4 attendee ratings
In today’s fast-evolving landscape, CPA firms face a flood of new tools promising efficiency and innovation. This course helps practitioners assess the real return on investment (ROI) from their technology stack, comparing suite-based solutions with best-in-breed applications and examining the latest Agentic AI and Generative AI offerings. Attendees will learn how to evaluate productivity, integration, and strategic alignment to maximize firm performance. Whether upgrading your stack or validating your current tools, this session offers practical insights for tech-savvy decision-making and smarter technology investments tailored to the unique needs of accounting professionals.
Learning objectives
Upon completing this course, you should be able to:
- Analyze the advantages and limitations of suite versus best-in-breed solutions for CPA firms
- Evaluate the ROI of new technologies, including AI-enabled tools, within the firm's workflow
- Compare integration options and determine effective strategies for connecting multiple applications
- Assess the potential impact of Agentic and Generative AI on firm productivity and profitability
Major topics
Evaluating suite vs. best-in-breed software ecosystems
Understanding and applying AI-driven tools for firm efficiency
Measuring ROI and integration effectiveness across the tech stack
Who this is for
Partners, managers, and IT professionals in CPA firms responsible for adopting and managing innovative applications and strategies
Prerequisites: Fundamental knowledge of CPA Firm operations
What's included
Every registration comes with the course materials — yours to keep.
- Course handout PDF
Course details
- Recommended CPE credit
- 2 — Computer Software and Applications
- Field of study
- Computer Software and Applications
- Program level
- Update
- Delivery method
- Group Internet Based
- Prerequisites
- Fundamental knowledge of CPA Firm operations
- Advance preparation
- None
- Length
- 1h 40m
- Course number
- 26c-cpastack
- Provider
- K2 Enterprises
CPE Today (Devmatics, LLC) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors (Sponsor ID 167619). State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website, nasbaregistry.org. For information about our refund, complaint, and program cancellation policies, see Company Policies or contact [email protected].
Every way to take this course
How to attend this course
This course isn’t sold on its own — it’s offered exclusively at these events. One registration covers the event: you attend this course on its scheduled day, plus everything else the event offers.
Nov
30
Winter Multi-State Technology Conference
Conference · Nov 30 – Dec 1, 2026
· Online · this course runs Nov 30, 2026 · event offers up to 16 credits
$250/day
View event
Your instructor
Randy Johnston
Partner · K2 Enterprises · ★ 4.6 instructor rating
Randy Johnston is a nationally recognized educator, consultant, and writer with over 40 years experience in Strategic Technology Planning, Accounting Software Selection, Paperless, Systems and Network Integration, Business Continuity and Disaster Recovery Planning, Business Development and Management, Process Engineering and outsourced managed services. K2 Enterprises (K2E.com) – Executive Vice President,...
Full profile →Attendee feedback
4.5
4 attendee ratings
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