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Sunday, September 18, 2011

1:30 PM - 5:30 PM

TRAINING SESSION ONE: THE NEXT GENERATION ACCOUNTING FIRM™

M. Darren Root, CPA.CITP Executive Editor, THE CPA TECHNOLOGY ADVISOR MAGAZINE; PRESIDENT, ROOT & ASSOCIATES LLC; CEO, ROOTWORKS LLC

 

The profession of a CPA is rapidly changing.  Successful firms manage to  stay ahead of the curve with advances in technology and by adhering to the best practices and knowing the current trends in the marketplace  . To help your firm embrace next-generation practices, this session will provide  seven core strategies required to create a highly efficient and streamlined internal system—including strategies for portals, client accounting online, paperless tax workflow, practice management, and more.
This session will provide a better understanding of:
• How to handle change as it comes, including new technologies, best workflow practices, and more.
• Education  - the importance of defining core business, effectively communicating with staff and clients, and efficiently delivering client services.
• Attendees will gain a practical overview of the tested and proven strategies used in Darren’s own Next Generation Accounting Firm

The profession of a CPA is rapidly changing.  Successful firms manage to  stay ahead of the curve with advances in technology and by adhering to the best practices and knowing the current trends in the marketplace  . To help your firm embrace next-generation practices, this session will provide  seven core strategies required to create a highly efficient and streamlined internal system—including strategies for portals, client accounting online, paperless tax workflow, practice management, and more.

This session will provide a better understanding of:

• How to handle change as it comes, including new technologies, best workflow practices, and more.

• Education  - the importance of defining core business, effectively communicating with staff and clients, and efficiently delivering client services.

• Attendees will gain a practical overview of the tested and proven strategies used in Darren’s own Next Generation Accounting Firm

 

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