CPE Packages (Incl. Ethics) for Multiple States and Qualifications Available. Price $4/credit - CLICK HERE to view.

Becoming a Cherished Advisor®: The Technology, the Process, and Practice Management

Amy Vetter, CPA

The B3 Method Institute

Wednesday, June 03, 2020 | 01:00 PM EDT

  • CPA

1 Credit


Subject Area

Business Management and Organization

Upcoming Webinars

Course Description

New technology is changing the way your clients expect to work and manage their financials. To stay relevant to your clients, accounting professionals are retooling to launch into new services and will need to acquire new skill sets, one being that of a technologist. This session will discuss why it’s important to not just implement technology to do things the same way you have always done them, but instead, rethink the business processes in your practice. By doing this, you can become more efficient, productive, collaborative and create an environment of purpose that your team and clients can rally around. Learn to define your “why” and how to select a vertical niche, assess the right technology to align to your mission as a practice, and explore other ways to re-engineer your business processes. You will come away with an understanding of how technology’s gift of more time gives you the opportunity to become “Cherished Advisors” -- highly valued, strategic partners who are an integral part of their clients’ businesses and whom their clients can’t imagine living without.

Learning Objectives

  • Identify your purpose as a firm;
  • Understand the “Cherished Advisor” journey and the different stages of innovation for your practice;
  • Know how to create your firm’s path to specializing in vertical industries;
  • Create a technology strategy and how to assess the right technology fit for your practice; and,
  • Re-engineer your business processes to take full advantage of the technology implemented in your firm and create new ways of collaboration with your team and clients.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Bookkeeper
  • Business Owner
  • CFO/Controller
  • Cloud Accountants
  • Cloud Firms
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Young CPA