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Automating Your Practice - What you need to know

4.5 (2)

Geni Whitehouse, CPA, CITP, CSPM

Rewind

Monday, May 11, 2020 | 02:30 PM EDT

  • CPA

1 Credit

$10

Subject Area

Business Management and Organization

Upcoming Webinars

employment law in a nutshell – guidance for your business

(1)

Jun 18, 2021 | 09:00 AM EDT View Details

irs tax practice & procedure introduction

Jun 18, 2021 | 09:30 AM EDT View Details

differences between ifrs and gaap

(4)

Jun 18, 2021 | 09:30 AM EDT View Details

addressing single audit quality in a covid-19 era

Jun 18, 2021 | 09:30 AM EDT View Details

advance irs learning: multiyear non-filing, criminal investigation, voluntary disclosure, whistleblower claims etc.

(2)

Jun 18, 2021 | 10:00 AM EDT View Details

tax strategies for real estate: crucial insights: acquisition and depreciation strategies

(5)

Jun 18, 2021 | 10:00 AM EDT View Details

keys to maintaining an effective and strong internal audit department

(1)

Jun 18, 2021 | 10:00 AM EDT View Details

best tax return workshop on s corporation (1120s) - latest

(3)

Jun 18, 2021 | 10:00 AM EDT View Details

are you creating legal liability when you hire or recruit online? - covid -19 special

(37)

Jun 18, 2021 | 10:00 AM EDT View Details

annual federal tax update - c & s corporations, partnerships & llcs (forms 1120, 1120s & 1065)

Jun 18, 2021 | 10:00 AM EDT View Details

yellow book boot camp - nfp and governmental accounting & auditing update

(1)

Jun 18, 2021 | 10:00 AM EDT View Details

partnership preparation, basis calculations & distributions–form 1065 schedule k & k-1 analysis

Jun 18, 2021 | 08:00 AM PDT View Details

comprehensive tax strategies & insights on real estate

(3)

Jun 18, 2021 | 08:00 AM PDT View Details

internal controls for businesses

(2)

Jun 18, 2021 | 08:00 AM PDT View Details

maximizing home office deduction (covid special - latest)

(7)

Jun 18, 2021 | 11:30 AM EDT View Details

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

Testimonial

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4.5

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