Tech Stack Series: Cloud Accounting Apps

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Are you using the right tech tools to streamline your firm’s accounting work and create high-value client financials?

In this session and two follow-up deep dives with Kellie Parks CPB, we will discover cloud accounting technology that enhances efficiency, collaboration, and financial reporting while strengthening your firm’s security and service.

This series is for you if you want to:

🚀 Maximize efficiency in your accounting firm 💰 Improve cash flow with optimized AP & AR solutions 🔒 Ensure security and compliance with the latest tools 📈 Strengthen client relationships through better reporting 📊 Leverage technology to provide premium services without extra workload

Featured Insights:

⚠️ Free apps may cost you more in inefficiencies and lost revenue. 

🎨 UX and UI matter—if you and your team don’t love using a tool, you won’t get the full value. 

💡 The right tech stack isn’t just about software; it’s about strategy and seamless integration.

Learning objectives:

🔹 Document Collaboration Tools – The best apps for seamless sharing and workflow management 

🔹 Getting Paid Tools – Solutions to eliminate receivables and get paid faster

🔹 Making Payments Tools – Accounts payable tech that boosts profitability without the headaches 

🔹 Efficiency Tools – Game-changing apps that enhance productivity 

🔹 Reporting Tools – Elevate client relationships with visually compelling financials

🔹 Security Tools – Protect your firm and clients with essential security tech 

🔹 Specialty Accounting Tools – Niche software for specific industries and business models

Already a Member? - Register Here 

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Cost: Must be Premium Content Member (Join Here)

CPE Credits: 1

Subject Area: Computer Software and Applications

Course Level: Basic

Instructional Method: Group Internet Based

Prerequisites: None

Advanced Preparation: None

Who Should Attend: CPA, Bookkeeper, Accountant, Enrolled Agents, Tax Preparer

This is a premium content member's only training event.  You can learn more and join the program here.  Annual membership is $599.  Discounted pricing is $499 per year..  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.