It can be overwhelming for a CPA firm to identify and prioritize the technology they need all by themselves, but you can get your firm in gear for the upcoming busy season with a technology roadmap outlined as part of this workshop. During the past busy season, you undoubtedly uncovered hurdles and inefficiencies slowing down your team.
During this engaging workshop, you’ll discover how to increase capacity and efficiency, modernizing and automating your firm for the upcoming busy season. By the end of the workshop, your technology roadmap should guide improvements in your firm’s technology, help you establish realistic tech strategies, and begin outlining an action plan for strategy implementation.
Upon completion of this webinar, you will have learned extremely efficient tools to:
· Identify strengths, and areas needing improvement, in the six key technology aspects of your firm.
· Describe one or more ways to increase capacity and efficiency through modernization or automation of your firm in the upcoming season.
· Establish technology strategies to address those issues needing improvement.
· Create a prioritized plan of action to implement those strategies.
Subject Area: Accounting Technology
Course level: Basic
Instruction method: Internet webinar
Advanced preparation: None
Who should attend: Finance and accounting professionals at all levels who want to learn more about technology strategies for an efficient workflow
Webinar length: 1 hour
CPE Credits: 1 credit
Refund Policy: Non-refundable