Successful firms use collaborative technologies in operations and client services and these
firms are becoming tech experts in the process. Discover the ways your firm can take their
internal tech savvy and monetize it in the form of service offerings.
HIGHLIGHTS
Discussion Topics:
- Take tech advisory services beyond the finance function and into the full spectrum of
collaborative business tools
- Learn about one of the hottest and easiest ways to monetize tech expertise—AICPA’s new
SOC for cybersecurity service
- Expand your service offerings from accounting specific tools like Intacct, Bill.com,
QuickBooks Online and Xero to business collaboration tools like Box, DocuSign and
Microsoft 365 platform
- Build service offerings around collaborative technology and turn internal tech
expertise into brand value for your firm
Sponsored in conjunction with PICPA
COURSE LEVEL
Basic