Join Nayo Carter-Gray, Gary DeHart, Esther Friedberg Karp and Sharrin Fuller as they discuss why the end of tax season is the perfect time to evaluate your tax preparation workflow and make any changes that will improve your practice in the remainder of 2022 and beyond. This panel
discussion will identify common pain points in tax, accounting, and bookkeeping workflows and technologies that can help you address them.
Learning Objectives:
- Learn about new technologies that can reduce inefficiencies in your technology workflows and increase the productivity of your team based on common issues encountered during tax season.
- Understand how improving the pre-tax administrative and bookkeeping workflows you have in your firm translate into time savings and additional billable hours.
- Create an action plan for taking the strategies presented and implementing them in your firm based on the successes of your fellow practitioners.
- Review new potential services opportunities beyond tax made possible with additions to your existing tech stack.
WHO SHOULD ATTEND? Practitioners looking to create new financial advisory services for their firms. Firms who need to migrate and evolve their cloud-based tech solutions and profitably optimize their firm’s operations in order to support a new business model.
This is the opening session of Insightful Accountant's Future Forward Virtual Conference. Register once for all 8 CPE eligible sessions at the Future Forward website HERE
