CPA Firm Technology Strategies

CPA Firm Technology Strategies
K2E Canada Inc. presents a broad curriculum of technology-focused on-demand webinars. Participants who take these webinars will have the opportunity to learn from an award-winning team of instructors with literally hundreds of years of experience in helping professionals identify, address, and solve issues through the practical application of technology. Webinars address a variety of topics, including Excel, QuickBooks, PDFs, accounting solutions, and Microsoft Office.



NOTE: Course login details are normally sent to registrants within one week from date of registration.

KE22230081

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.

CONTENT

  • 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

PREREQUISITE
Fundamental knowledge of Microsoft Excel.
Program Level: Intermediate 
Advance Preparation: None 

WHO WILL BENEFIT
Business professionals seeking to work more efficiently and effectively when formatting Excel-based reports

CPD: 2 Hours 

When
4/1/2022 - 3/31/2023 11:59 PM
Where
On-demand