K2's CPA Firm Update

Thursday, March 27, 2025
Webcast or Webinar, Online
3:00 PM - 5:00 PM (opens at 2:30 PM) EST
2Credits

Registration is Open

Members
$89.00 Regular Price
Non-Members
$119.00 Regular Price

CPE PowerPass Users

Click the "Apply PowerPass" button to use your PowerPass for the applicable course below.
$40.00 Members / $56.00 Non-Members
Course Type: Webcast
Course Code: 24/7127683
Level: Update
Vendor: California CPA Education Foundation
Field of Study: Business Management & Organization

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?

Objectives:

• List changes made by major suppliers to the profession• Identify software for service line and niche solutions • Define automation opportunities in accounting firms• Differentiate tools from a technology stack that fits your firm best

Major Topics:

• Trends in the profession, including supplier changes Software products by service lines • Innovation and automation tools • Specific technology stacks to improve productivity and profitability

Major Topics:

• Trends in the profession, including supplier changes Software products by service lines • Innovation and automation tools • Specific technology stacks to improve productivity and profitability

Designed For:

Partners, Managers, and IT staff responsible for choosing and deploying CPA firm applications

Prerequisites:

None