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In this session, attendees will learn the critical 7-step process to ensure a lasting merger as well as how to navigate and overcome potential roadblocks that invariably will surface during the negotiation process.

This panel will examine how pioneering firms are choosing the right technology, integrating it into their practices, and making sure staff and clients are using it correctly so they can get the most out of it. 

This panel will discuss how compliance work can form the foundation of the value you deliver in your advisory services, and how to leverage data-driven and other insights from tax returns, bookkeeping and more to move your clients forward.

This session will cover how to make sure you're getting the most from your remote workers, while also making sure they feel fully engaged with your firm and its culture.

Assembling the technology is a critical part of building a client advisory services practices, and pioneering firms are rapidly putting together a set of best practices for everything from selecting the right GL packages and the apps to go with them, to automating your processes, and getting your staff and clients onboard.

Learn how Squire & Company, a 50-year-old firm based in Salt Lake City, has evolved from a hands-on, high-touch firm managing many processes manually to a more efficient technology-driven practice.

This panel will look at every aspect of the question, from how to identify the right services to offer and how to package them, to thinking through questions like pricing, staffing, marketing, and more.

And compliance is going to get stricter, according to a recent study conducted for the AICPA & CIMA.

Our favorite ideas, insights, strategies, tactics and best practices from the AICPA's Engage conference.

You get to focus on client relationships instead of pure transactions, and your client feels more valued in return.