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

4.4 (49)

Lyle Ball


Thursday, February 18, 2021 | 01:00 PM EST

  • CPA Canada
  • CPA

1 CPE | 1 CPD


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

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





Awesome update




great panel to learn from


The presentation was great and informative.


I liked very much their energy.