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Automating Your Practice - What you need to know

4.5 (2)

Geni Whitehouse, CPA, CITP, CSPM


Wednesday, February 19, 2020 | 02:00 PM EDT

  • CPA

1 Credit


Subject Area

Business Management and Organization

Upcoming Webinars

Course Description

Automation is all the rage. But what does that really mean? In the modern era of tax and accounting, technology is becoming increasingly intelligent, enabling computers and software to do more transactional tasks for us so we can focus on delivering evermore value for our clients, helping our firms become more efficient and organized, and allowing us to take more time for ourselves, friends and family.

The session provides a concise overview of how practitioners can future-proof their accounting careers and prosper in this current business environment. Discover how to quickly master key evolving technologies including artificial intelligence, business process automation and many more.

Attend this session to learn about the ins and outs of making the transition to an online practice. This session will cover

  • Who to hire to implement the transition.
  • How to bill using latest technologies. 
  • Various services you can offer
  • How to think differently in an automated practice.

Learning Objectives

  • To understand the advantages and challenges of an automated practice
  • To learn how to avoid the most common mistakes while automating your processes
  • To learn how to position yourself and your team for success online
  • To learn how to create an automation plan for your practice
  • To analyze the areas of your practice that can benefit from automation

Who Should Attend?

  • Accountant
  • Accounting Firm
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial CPA
  • IT Managers
  • Tax Accountant (Industry)
  • Tax Director (Industry)
  • Tax Managers
  • VP Accounts
  • Young CPA


    [no_of_record] => 2
    [average] => 4.5000