K2's CPA Firm Technology Strategies - On Demand (2 Hours)

CPA firms have always had challenging times, and the last two years emphasized that point. Technology changes, new service offerings, and profitable compliance will have to be executed well during the next five years. What technologies will you choose for 2021 and beyond? What is the best way to handle everything from better client interaction from PBC to eSignature through the best Advisory service strategy? How do the cloud, next-generation software, and client demands affect partner profitability? Attend this session to get an independent overview of the state of technology in the profession.

Major Topics Covered

• CPA firm centric hardware
• Software changes
• Technology options for your firm
• Specific technologies to improve productivity and profitability
• Strategic products to consider for implementation

Learning Objectives

Upon completing this course, you should be able to:

• Select new technologies for your firm from a road map
• List top niche markets
• Differentiate between products that are ready to implement and those that need time
• Create a transformative plan for your firm

Course Information

Recommended CPE Credit: 2 hours Computer Software and Applications

Prerequisites: Fundamental knowledge of Excel

Program level: Intermediate

Advance preparation: None

Who should attend: Business professionals seeking to work more efficiently and effectively when formatting Excel-based reports

Instructional Delivery Method: QAS on-demand learning, including review and final exam questions. To earn credit, participants must pass the final exam with a score of 70% or better within one year of registering for this course. Participants may attempt take the final exam up to 10 times.