2022 Technology Roadmap Workshop

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Webinar Presenter, Daniel Moshe; Founder and CEO of TechGuru

Presented by Daniel Moshe | 1 CPE Credit

It can be overwhelming for a CPA firm to identify and prioritize the technology they need all by themselves, but you can get your firm in gear for the upcoming busy season with a technology roadmap outlined as part of this workshop. During the past busy season, you undoubtedly uncovered hurdles and inefficiencies slowing down your team.

During this engaging workshop, you’ll discover how to increase capacity and efficiency, modernizing and automating your firm for the upcoming busy season. By the end of the workshop, your technology roadmap should guide improvements in your firm’s technology, help you establish realistic tech strategies, and begin outlining an action plan for strategy implementation.

Learning Objectives:

Upon completion of this webinar, you will have learned extremely efficient tools to:

  • Identify strengths, and areas needing improvement, in the six key technology aspects of your firm.
  • Describe one or more ways to increase capacity and efficiency through modernization or automation of your firm in the upcoming season.
  • Establish technology strategies to address those issues needing improvement.
  • Create a prioritized plan of action to implement those strategies.

Subject Area: Accounting Technology

Course level: Basic

Instruction method: Internet webinar

Prerequisites: None

Advanced preparation: None

Who should attend: Finance and accounting professionals at all levels who want to learn more about technology strategies for an efficient workflow

Series: No

Webinar length: 1 hour

CPE Credits: 1.0

Cost: Free

Refund Policy: This course is free, so no refunds necessary. For more information regarding refunds, complaints, and/or program policies please contact our office at (770)545-3145 or via email –gdehart@insightfulaccountant.com

To receive CPE credit, you must be registered for the class, logged in to the class for the entirety of the training, and engage with the polling questions.

Contact Information: Insightful Accountant 105 Idlegate Court Johns Creek, GA 30022 gdehart@insightfulaccountant.com or (770)545-3159