K2’s Transforming Your CPA Firm

CPA firms are going through significant regulatory and technology changes. Do you want your firm to be transformed or to lag? What is the impact of the cloud, niche verticalization, software upgrades, and client demands on your team and the partners’ profitability? Are you ready to navigate the new generation software? This session will provide separate road maps outlining small and larger firm choices in technology. Attend this session to get an independent overview of the state of technology in the profession. * This program was recorded in April 2020. The lesson quizzes that populate after each lesson are not part of the final exam. You must pass the final exam to receive your certificate of attendance with a 70% or higher.

K2’s Transforming Your CPA Firm

K2’s Transforming Your CPA Firm

Course Details

CPA firms are going through significant regulatory and technology changes. Do you want your firm to be transformed or to lag? What is the impact of the cloud, niche verticalization, software upgrades, and client demands on your team and the partners’ profitability? Are you ready to navigate the new generation software? This session will provide separate road maps outlining small and larger firm choices in technology. Attend this session to get an independent overview of the state of technology in the profession.

Format: QAS On-demand learning, including review and final exam questions. To earn credit, participants must pass the final exam with a score of 70% or better within one year of registering for this course.

Upon completing this session, you should be able to:

  • Select new technologies for your firm from a road map
  • List top niche markets
  • Differentiate between products that are ready to implement and those that need time
  • Create a transformative plan for your firm
  • CPA firm centric hardware
  • Software changes
  • Technology options for your firm
  • Specific technologies to improve productivity and profitability
  • Strategic products to consider for implementation
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<p>Busy accounting and financial professionals who want to improve their personal and organizational productivity</p>
Computer Software and Applications
2

Fundamental knowledge of hardware, software, and technology trends

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