Technology
Webinar: Unlocking Success: Building Your Small Firm’s Ideal Tech Stack
Whether you’re a solo practitioner or part of a small team, your tech stack plays a crucial role in achieving your firm’s goals. But firm size doesn’t dictate technology you use. There’s no reason to be struggling with the capacity restrictions and other challenges that outdated, ineffective, or unintegrated technology often brings.
Sep. 06, 2024
This webinar was held on Wednesday, September 18, 2024 at 2:00pm ET
Sponsor: Wolters Kluwer
Duration: 1 Hour
Course Overview:
Discover how to leverage automation and AI to streamline processes, enhance client service, and drive growth.
Whether you’re a solo practitioner or part of a small team, your tech stack plays a crucial role in achieving your firm’s goals. But firm size doesn’t dictate technology you use. There’s no reason to be struggling with the capacity restrictions and other challenges that outdated, ineffective, or unintegrated technology often brings. Advances in technology mean that you can use the same tools — and get the same benefits — as regional and national firms.
Join Georgia Smith and Greg Hoss as they dive into the world of technology for small accounting firms. During the webinar, Georgia and Greg will guide you through the essentials of building a flexible and scalable tech stack, sharing insights on how to integrate innovative solutions that can transform your practice.
Learning Objectives:
- Identify the key strategic goals for your small accounting firm and how they impact your tech stack.
- Evaluate the components of an effective tech stack, including tax compliance solutions, workflow tools, and data analytics.
- Discover practical ways to incorporate advanced tech, automation, and AI into your firm’s operations.
| Program Level | Basic |
| Prerequisites | None |
| Field of Study | Business Management and Organization |
| Advance Preparation Needed | None |
| Delivery Method | Group Internet-Based |
| Recommended CPE Credit | 1 Credit per 50-Minute Session |
| Registration Instructions | Register Online |
| Cost | Free |
| Complaint Resolution | editor@cpapracticeadvisor.com |
Presented By:
Georgia Smith is the Senior Technology Product Manager for Wolters Kluwer Tax & Accounting North America and has over 25 years of experience in tax preparation. Georgia owns and manages a tax preparation and bookkeeping business that serves individuals, small businesses, and small non-profits. The insights that Georgia gains into the pain points of the small tax and accounting business owner helps guide her work at Wolters Kluwer, where she focuses on supporting small firms and creating the vision and strategy for the ATX product line.
Greg Hoss is a seasoned professional with over 20 years of experience at Wolters Kluwer Tax & Accounting North America. As the Lead Technology Product Manager, he specializes in Firm Management products, with a focus on CCH Axcess Workflow.
Greg’s career journey includes roles in support, training, and product management, providing him with a comprehensive understanding of the industry. His experience as a support and onboarding specialist has been instrumental in identifying pain points and needs of CPA firm end users.
Currently, Greg leverages his expertise to guide the development and enhancement of firm management products at Wolters Kluwer. His insights and user-centric approach contribute significantly to improving the efficiency and effectiveness of solutions offered to accounting professionals.
Moderated By:
Gail Perry is the editor-in-chief of CPA Practice Advisor. A veteran of accounting journalism, she also speaks at many accounting events, trade shows, and webinars. Gail is the author of over 30 books (including Mint.com For Dummies, The Idiot’s Guide to Introductory Accounting, and Surviving Financial Downsizing: A Practical Guide to Living Well on Less Income), and she maintains a small tax practice. Gail is a graduate of Indiana University where she earned a bachelor’s degree in journalism. She returned to school to study accounting at Illinois State University, earned her CPA, and worked for Deloitte in Chicago for several years as a state and local tax accountant. She has taught introductory accounting and personal finance courses, and she is a former computer applications instructor at the Indiana CPA Society. Gail is a member of the AICPA’s PFS Credential Committee.
Special thanks to our sponsor for supporting this educational session:
Wolters Kluwer fuels global commerce by enabling professionals in tax and accounting firms, governing authorities, and businesses of all sizes to grow, manage, and protect their business and their clients’ businesses. Expert solutions – in compliance, collaboration, internal and external audit management, corporate performance management and firm management – integrate deep domain knowledge with workflows to ensure compliance, improved productivity, effective management, and strengthened client relationships.
CPA Practice Advisor is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: https://www.nasbaregistry.org/. For more information regarding administrative policies please contact Isaac O’Bannon at isaac.obannon@cpapracticeadvisor.com.