K2's CPA Firm Update

Overview

It's an exciting time to manage a public practice accounting firm! In addition to technical knowledge in tax, auditing and accounting, we need to understand data analytics and security options in an advisory context. Beyond that, we must manage the practice and people while profitably delivering excellent client service in a competitive environment for the owners. Further, portals, CAS stacks, PBC lists, electronic signatures, Cloud and robotic process automation are technologies we need to understand beyond our tax, audit, practice management, document management and workflow systems. This CPA Firm Update session independently covers significant trends and technologies for CPA firms, which will help you understand your current and future choices. With such rapid change, what will your firm do?