CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

What’s Next For Accounting? 3 Ways to Transform Your Customer Experience, Employee Productivity and Firm Profitability

  • CPA (CA)
  • CPA (US)
What’s Next For Accounting? 3 Ways to Transform Your Customer Experience, Employee Productivity and Firm Profitability

1 Credit

FREE

Subject Area

Business Management and Organization

Webinar Qualifies For

1 CPE credit of Business Management & Organization for all CPAs

1 CPD credit (Verifiable) for Canadian CPAs

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

Sales Tax Disputes- The Hearing Process & Getting Guidance

(218)

Oct 26, 2021 | 02:30 PM EDT View Details

Document Management: On-Premises or Cloud? Accounting & Tax Firms

Oct 26, 2021 | 03:00 PM EDT View Details

IRS Representation Series - Doing Offer-in-Compromise - How to Complete the Form 656 Application

Oct 26, 2021 | 03:00 PM EDT View Details

How to Streamline Client Cleanup Projects

(363)

Oct 26, 2021 | 04:00 PM EDT View Details

Investigating and Resolving Sexual Harassment Claims

(128)

Oct 26, 2021 | 04:00 PM EDT View Details

Salaried Means Exempt, Right? - Deciphering the Myths Surrounding Employee Classification

Oct 26, 2021 | 04:00 PM EDT View Details

Mastering IRS Representation

(39)

Oct 27, 2021 | 09:00 AM EDT View Details

Fundamental Concepts of Trusts & Estates for Planning & Compliance

(25)

Oct 27, 2021 | 09:00 AM EDT View Details

Best Workshop on Partnership & LLC (Form 1065) Tax Return Review & Case Study (NEW)

(35)

Oct 27, 2021 | 09:00 AM EDT View Details

Building a Fundraising Board

(1)

Oct 27, 2021 | 09:00 AM EDT View Details

Budgeting and Forecasting

Oct 27, 2021 | 10:00 AM EDT View Details

SOX Internal Controls For Accounts Payable, Receivable & Inventory

(14)

Oct 27, 2021 | 10:00 AM EDT View Details

S-Corp Preparation, Basis Calculations & Distributions – Form 1120S Schedule K & K-1 Analysis

(121)

Oct 27, 2021 | 10:00 AM EDT View Details

IFRS 9: Financial Instruments

(6)

Oct 27, 2021 | 10:00 AM EDT View Details

Excel Accountant: Linked Workbooks

(3)

Oct 27, 2021 | 10:00 AM EDT View Details

Course Description

Do you want to stay up to date on the current accounting trends and technology solutions?

Evolving trends in the accounting industry are putting the customer firmly at the center of everything you do. Firms that deliver an outstanding Customer Experience through People, Process, and Technology will enjoy greater margins, profitability, and customer retention. Accounting and Customer Experience aren’t opposites – in fact, they’re a marriage made in heaven, when your firm levels up with the right technology components. Join our panel of CPA experts on February 18.

We’ll be tapping into the expertise of Michael Wherry, CPA, and Dustin Hostetler, the co-founders of Transformity, Inc. to talk about the next level of success for the accounting business. Michael and Dustin will be joining Lyle Ball, CEO, and Co-Founder of Avii, the leading provider of Avii unified workspace solutions for accounting firms.

In this session you will learn to expand and transform your customer experience, employee productivity and firm productivity through the following three key steps :


Learning Objectives

  • Set a Vision that gains internal alignment
  • Morph your Processes to maximize customer engagement and satisfaction
  • Automate your Workflows with the right technology, to support both retention and profitability

Who Should Attend?

  • Business Owner
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Young CPA

Testimonial

4.4

(53)
57%
28%
15%
0%
0%

DJ

Awesome update

DB

great

BS

great panel to learn from

KA

The presentation was great and informative.

FC

I liked very much their energy.

ST

n/a