Going Beyond the General Ledger
October 1, 2020 | 12:00 p.m. Eastern Time | Presented by Val Steed
Predominantly, the major chunk of work that accountants do fall into three broad categories bookkeeping, tax compliance, and auditing. A recent small business accounting insights survey showed that SMBs look at their accountant for Business Planning services as well. For many businesses, accountants play the role of trusted advisors. In the last couple of years, there are newer roles/services emerging which modern accountants can add to their portfolio to expand their offerings.
During this session:
- The speaker will walk you through the current and changing expectations of SMBs from their accountants.
- The session will highlight the importance of new roles that accountants have developed to help their customers navigate these critical times.
- Insights on technology and how to build a tech stack for your firm and your clients firm will also be discussed.
Learning objectives:
- Identify and implement the best techniques to engage in systems consulting.
- Analyze technology tools to add to your offer of a technology stack.
- List new services that can be offered by going beyond the General Ledger
Val Steed graduated from Utah State University where he received both his Bachelors of Science (BS) in Accounting and his Masters of Accounting (MA). Val was an active member of the Sigma Chi fraternity where he served as Treasurer.
After college, Val worked for Deloitte Haskins and Sells of Salt Lake City, Utah, and then with Hansen, Steed, Bradshaw & Malmrose P.C. of Salt Lake City. Val was with Hansen, Steed, Bradshaw & Malmrose P.C. for twelve years and was a
shareholder for six years before leaving to start K2 Enterprises.
Currently, Val is the Director Accountants for Zoho Corporation. He has twelve years experience in public practice and has been involved with the accounting technology industry since 1985