Small public accounting firms are constantly challenged to meet client commitments and the demands for growth in a tight labor market. Leveraging technology for firm administration and the conduct of professional services can help the small firm bridge the gap caused by todays environment. This session will introduce participants to the Lessons Learned from the Best Firms Utilizing Technology. Date of Recording: 7/17/25
Learning Objectives
- Upon completion of this course, you'll be able to:
- Discover key technology-driven strategies employed by top-performing small accounting firms to enhance efficiency, client service, and scalability.
- Evaluate practical tools and automation solutions for firm administration (e.g., workflow management, client portals) and professional services (e.g., AI-powered tax prep, cloud auditing).
- Develop an actionable roadmap to integrate technology into your firm’s operations, addressing staffing gaps and positioning for sustainable growth.
Major Topics
- Key technology-driven strategies employed by top-performing small accounting firms.
- Practical tools and automation solutions for firm administration.
- Actionable roadmap development to integrate technology into your firm’s operations.
