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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.

You are usually down 22% in staffing on any given week during the summer, assuming each staff person, owner or partner takes a two-week vacation.

During this forward-looking presentation, Joe Woodard, Client Accounting and Advisory (CAAS) coach and expert, will prepare your practice to navigate the rapidly changing world of CAAS.

Join this session to discover the proven system to seamlessly transition clients to your new rates - including legacy clients? The keys to earning more without working more are counter-intuitive.

Environmental, Social, and Governance (ESG) isn't new, but it's increasingly important in the marketplace. Regulations, which already exist internationally and are impending in the US, could have a significant impact on the accounting profession.

I will talk about our success stories and tips and tricks on building a successful practice in this area including pricing and packaging of services around recurring revenue, cross-selling within the firm, and focusing on industry-specific solutions.