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Your accounting firm clients want to focus on strategizing about the future, not the past. Offering forecasting services in your accounting firm gives your clients the strategy they want with tangible numbers to make decisions. Forecasting is one of the more scalable advisory offerings your firm can offer.

With staff shortages exacerbating capacity issues, firms are looking for ways to get work done that don't involve recruiting new employees. Among the most promising of these are outsourcing and offshoring, and this session will dive into their pros and cons, and how firms can make the most of their outsourcing relationships -- including whether they should start their own outsourcing operations.

Based on their forthcoming research, Jessica and Rachel challenge the norms of what a CPA firm looks like today and in the future. The session covers firm structures, the lack of business acumen among staff, shifting roles and responsibilities and the marriage of marketing and HR professionals.

As CPA firm deliverables become increasingly automated and compliance services more commoditized, this 50-minute training spotlights the role data science will play in your practice in the immediate and near future. We will learn how to think about data in the language of business (not the languages of accounting and not technology) and to ask the "What if?" questions that will transform your relationships with clients.

The traditional pace of career advancement at accounting and advisory firms is proving unsustainable. Post-pandemic expectations are coinciding with generational approaches to work-life balance and resetting how—and how much—professionals take on at each career stage. Where "yes" was the default response to new development opportunities and career responsibilities, the new default response, while not "no," is "for how long?" or "I need this in return." Audience input will be encouraged and specific examples shared.

For 125 years, charge hours have been the go-to metric for measuring performance at an accounting firm. However, a focus on input hours to measure value created for clients disincentivizes creativity, innovation, and efficiency. In short, superstars are punished for their efficiency with more work.

As an accounting professional, you understand the importance of balancing efficiency and precision. That's precisely where the power of no-code automation comes into play. This session, led by Heather Satterley, is tailored specifically for you. Envision streamlining your daily tasks, improving accuracy, and tailoring solutions to fit your unique accounting needs, all within the bounds of industry standards. No-code automation holds this promise, and Heather is here to guide you in harnessing its full potential.

Achieving an optimum level of growth in your firm requires more than vision. It requires a strong, synergistic team aligned with processes and practices that will keep your firm on track to meet short-and long-term goals.

Accounting firms have been using benchmarking for decades, but are they using the results to understand the drivers that impact each metric? This session will show participants why the RPH is so critical and how it is fueled by the performance of secondary metrics that build a firm's value, culture, sustainability, and marketability.

Immerse yourself in an engaging series of technology-focused presentations, unveiling an array of innovative products and services specifically tailored to enhance your workflows.

Learn how a joint research study by Choreo and Accounting Today explored how accounting firms and CPAs are looking to expand and grow their client base and wallet share in 2024. Deepening client relationships and expanding offerings can be complicated undertakings, which is why a partnership based on authentic collaboration may benefit both the accounting firm and its clients.

No one knows better how to grow an accounting firm than those who have done it – and this panel brings together some of the savviest: Firm leaders who have built thriving practices that are more than standing up to the biggest challenges in accounting. They'll share their strategies for growth; for keeping clients, staff and partners happy; for managing technology; and much more.

The promise of CAS (Client Advisory Services) practice is to gain potential new revenue streams with access to new and different clients all while streamlining processes. If your firm is exploring benefits of a CAS practice, or if you are already offering some CAS services but need to fine-tune your offerings, this workshop is for you.

AI has taken the world by storm. The accounting profession is especially on AI's radar. Recent AI research reports state accountants are among the most exposed to AI.

The Internal Revenue Service's plans to expand the Direct File free tax program nationwide next year could meet an early demise if Republicans gain control of Congress and the White House next year.

Stewardship and administration of the educational initiative is being transferred from North Carolina Agricultural and Technical State University to the American Accounting Association Foundation.

Keeping clients from making impulsive changes is an election priority for top CPA financial planners — but so is figuring out the long-term regulatory impact.

The leading CPA financial planners with over $1 billion in assets under management, from Accounting Today's annual ranking.