Today is the second day of Insightful Accountant's December Future Forward event. It's packed with topics that can directly impact your practice whether you are an Accountant, Bookkeeper, ProAdvisor or Business Consultant. Gain a glimpse into what some of the most influential professionals are saying will be the most significant issues potentially impacting your practice in 2024, and beyond.
Day 2 (December 6) Sessions:
5 Strategies to Maximize Firm Success through Onboard Mastery and Strategic Outsourcing
2023 ProAdvisor of the Year, Vanessa Vasquez, will explore five key strategies that are vital for maximizing firm performance and growth, taking into consideration seamless client on-boarding and strategic outsourcing practices in today's globalized world.
Vanessa will equip you with proven on-boarding techniques to ensure a smooth integration and successful lasting client relationship from the very start. She will also introduce you to the principles of strategic outsourcing.
One of the primary focuses of outsourcing is to identify those areas of your practice that can benefit from external expertise.
Vanessa will also demonstrate how effective client on-boarding combined with smart outsourcing can lead to unparalleled growth and success for your firm.
You won't want to miss the informative session paced with practical insights and valuable tools to propel your practice to unprecedented success.
Vanessa's session will be held December 6 at 11:00 am Eastern-time (10:00 AM Central-time)
You can still register for Vanessa's session HERE.
Automate Tax Season with AI
How time consuming is your tax workflow now? Just imagine what a difference the automation of one single step would make when you multiple that out among all your clients.
Don't be scared about the possibilities of Automated Intelligence (AI) becoming a part of your tax workflow, be enlightened and joyous about the time it is going to save you.
Christine Gervais of the Epiphany Group is going to teach you all about AI powered tools that can bring more efficiency to your firm's tax season. You will not only be enlightened by have your own "epiphany" over realizing how you can automate your tax workflow with the help of AI and do so without requiring extensive training.
Christine will also discuss various security issues surrounding AI and ways to ensure client data is protected while using this profound technology to streamline your work and enhance your productivity.
Christine's session will be held December 6 at 12:30 PM Eastern-time (11:30 AM Central).
You can still register for Christine's session HERE.
Grow Your Practice with Profitable Reporting for Multi-Entity Clients
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Join me (Murph) and Charles Nagel of Qvinci as we discuss ways to grow your practice by providing specialized financial reporting, analytics and forecasting. But we will go one step further by emphasizing the need for specialists who work with multi-entity clients, or clients of like-industry.
In other words we are going to discuss how you can build a 'Reporting and Analytics' niche that sub-specializes in multi-entity clients, or build a niche focusing on like-industries clients (all lawyers, or doctors, or builders or engineers) with a sub-specialization in reporting and analytics.
The future is not necessarily just 'a niche' but a 'niche of a niche'... in other words not just specialization, but sub-specialization. And with 64% of financial professionals reporting in a recent survey they need more and better 'business analytics', the demand is there for you to grow your practice.
Murph and Charles look forward to you joining them for this session on December 6 at 2:00 PM Eastern-time (1:00 PM Central)
You can still register for the session HERE.
Confluence of Bookkeeping, Tax and Advisory: Thriving in the New Accounting Landscape
Nancy McClelland, CPA, will explore the reshaping roles and functionalities of emerging technology and significant issues impacting financial professionals. You will learn about Artificial Intelligence, Client Accounting and Advisory Services, and other trends impacting the industry.
Most importantly, Nancy will discuss how tax firms and bookkeeping practices are approaching a confluence, where their deliverables begin to merge and become something new.
She will also identify the potential challenges and opportunities that this new accounting landscape brings, and how to turn them to your advantage. Including, the application of strategies and techniques to partner across or within firms, to update your accounting practice and stay ahead of the curve.
Nancy's session will be held December 6 at 3:30 PM Eastern-time (2:30 Central).
You can still register for Nancy's session HERE.
If you want to sign-up for all of the above sessions, head over to the Future Forward website where you can select any or all of the sessions on Wednesday, December 6.
