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Appoverload

APP OVERLOAD: WHAT A FIRM REALLY NEEDS

Cost Free
Presentation Length 1.0 hour

Recorded DateNovember 10, 2016
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Series: Bookkeeper
Course Description

Ever look at all the new apps and solutions out there and feel a bit overwhelmed? You are not alone! With over 60,000 apps added per month to the online marketplace, it is no wonder that deciding on which types of programs a firm needs is daunting. The truth is there are some foundation tools that become the nucleus of your organization and when implemented correctly can improve efficiency, scalability and increase growth exponentially. This webinar will explore those foundation apps and bring some clarity to the overwhelming software marketplace.

Learning Objectives

  • Accounting Technology Ecosystem – how it has evolved and where it is headed.

  • Foundation apps – what makes a successful firm.

  • Understand which apps solve specific accounting firm problems.

  • Checklist for due diligence of new solution vetting

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Kacee Johnson

Blue Ocean Principles
Strategic Advisor at CPA.com and Founder of Blue Ocean Principles
kjohnson@blueoceanprinciples.com
(844) 579-5500

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With 10 years of hyper-focused experience in accounting technology, Kacee Johnson has forged the way for numerous cloud providers in global market penetration. She is a strategic consultant and speaker on topics including business development, marketing, sales and cloud solutions at Accounting, Business, Legal and Technology conferences globally.

As the Founder of Blue Ocean Principles, a company that assists vendors in strategic market penetration to the accounting profession, Kacee works with both enterprise and start-up tech companies to help them better understand the accounting space, create pragmatic strategies for growth initiatives, and foster community engagement.

In 2018 Kacee joined the CPA.com team (an AICPA corporation) as Strategic Advisor to the Executive team where she works collaboratively with the vendor and thought-leader community. She also helps to develop thought leadership content for mass distribution, and organizes key high-level events for C-suite leaders. 

Kacee has been awarded the CPA Practice Advisor Magazines Top 40 Under 40 award since 2012 with designation under the Top 20 Under 40 Superstar Professionals in 2016 and 2017. She has been a member of the distinguished Top 25 Thought Leaders Symposium group since 2017, and is listed among the Most Powerful Women in Accounting. 

Kacee is a member of the Information Technology Alliance (ITA) and the American Marketing Association (AMA). She lives in sunny Southern California with her husband and daughter, where she is active in cleaning up the beaches, mentoring young professionals, and advocating for women in business and technology leadership roles.

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Megan Roth is the Marketing Manager at Insightly, a San Francisco-based SaaS CRM application for small businesses. With a passion for new technology, marketing and customer service, Megan is always looking for new ways to create lasting customer relationships and to help businesses grow. She has previously worked on Marketing teams at Adobe Systems and Lyris technologies.

About Our Presenter

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Blue Ocean Principles offers marketing management and strategy consulting for businesses, professional accounting firms, and vendors alike; we specialize in project based work or ongoing support in Marketing, Sales, Business Development, Cloud Implementation and Operations. We work with key leadership to create strategies that will take business to the next level, and offer outsourced marketing management programs so you can focus on the revenue generating aspects of your company. Blue Ocean Principles enhances firm effectiveness, efficiency, productivity and profitability while building a better brand for your business. We give you a simplified, accelerated and a clearly defined path to success, and our approach is simple: listen to your goals, complete an assessment, and create solutions to make your company shine brighter than the rest! Learn more about why Blue Ocean Strategy for business models.