Take a fresh look at how small and mid-sized firms can modernize operations without losing the personal touch by using tools for workflow automation, client portals, e-signature, document management, tax prep, and practice management in a cost-effective way.
DESIGNED FOR
CPAs in small and mid-size public practices
BENEFITS
- The core tech stack for a modern small accounting firm (and what’s “nice to have” vs. essential)
- Opportunities to automate time-consuming processes in bookkeeping, tax and advisory services
- Practical steps to move from paper and spreadsheets to integrated, cloud-based tools
- An action plan to prioritize and implement two to three automation initiatives in your firm
- Accounting and auditing update
- Assurance services as an alternative to audits
- Common differences between GAAP, tax, modified cash and cash basis financial reporting frameworks
HIGHLIGHTS
- The core tech stack for a modern small accounting firm (and what’s “nice to have” vs. essential)
- Opportunities to automate time-consuming processes in bookkeeping, tax and advisory services
- Practical steps to move from paper and spreadsheets to integrated, cloud-based tools
- An action plan to prioritize and implement two to three automation initiatives in your firm
- Accounting and auditing update
- Assurance services as an alternative to audits
- Common differences between GAAP, tax, modified cash and cash basis financial reporting frameworks
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