Future-Proof Your Firm: The Top 5 Things to Consider for your CPA Firm to Keep a Competitive Advantage

Presented by Dirk Shimpach, CPA and Jeff Constable

Business has shifted rapidly over the last couple of years; that is why you need to future-proof your firm. This webinar prepares you in five ways to meet the challenges of the future. First, by looking for ways to use more automation to maintain and enhance firm workflow. Second, by completing the challenges of a competitive environment and focusing on how your firm can become unique. Third, by making the most of your greatest asset, your personnel, and striving to acquire and retain great employees. Fourth, modernizing your firm’s technology to streamline your operations. And fifth, learn to manage compliance rather than allowing compliance to manage you.

The webinar will achieve these five future-proofing accomplishments by focusing on how Enterprise Resource Management (ERP) can guide you in meeting these challenges. Throughout the webinar, we will discuss the high-level benefits of an ERP from the aspects of efficiency, compliance, and enhanced client services. We will also highlight steps for the successful implementation of an ERP.

Learning Objectives:

Upon completion of this webinar, participants will be able to:

• Identify the five things outlined during the webinar they can do to future proof their firm(s).
• Identify one or more benefits of how an ERP can service a remote workforce.
• List one or more benefits gained by using an ERP in managing firm operations.
• Identify the initial step(s) your firm should take in the successful implementation of an ERP.

Subject Area: Business Management & Organization

Course level: Basic

Instruction method: Internet webinar

Prerequisites: None

Advanced preparation: None

Who should attend: Accounting and business consulting firms

Series: No

Webinar length: 1 hour

CPE Credits: 1.0 credit

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

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