Getting Started With Your Cloud Tech Stack

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Kellie Parks starts her tech stack for accounting firms' series as part of Insightful Accountant's Be Insightful Premium content membership program July 30 with Getting Started With Your Cloud Tech Stack

Kellie Parks is going to take participants on a step by step journey to evaluate your firm, your ideal clients and how your technology aligns for both. During this 1 hour session and the 2, 1 hour follow-up discussions on Aug 1st and August 6th, she will cover essential verticals for building a successful cloud technology ecosystem and how they relate to your vision of your ideal firm and ideal client.

The key focus of the webinar and deep dives will focus on security, evaluating what you would love your firm to feel like, understanding the essential tech verticals, and to start profiling your ideal client.

After attending this session, attendees will:

• Understand why establishing security policies is critical and how to establish them
• Know how to evaluate their firm in order to develop the proper tech stack
• Identify how ideal client profiling links directly to your tech stack

Cost:  Must be Premium Content Member (join here)

CPE Credits - 1.0 Hour

Subject Area - Practice Management

Course Level: Basic

Instructional Method - Group Internet Based

Prerequisites: None

Advanced Preparation: None

Who Should attend:  EA, CPA, Bookkeepers, Small Business Advisors, Attorneys

This is a premium content member's only training event.  You can learn more and join the program here.  Annual membership is $599.  Discounted "Kick Off" pricing is $399 per year through July 31, 2024.  The program includes 3 monthly CPE webinars with 1-2 hours of Q&A following each event plus access to members only content throughout the year.