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Beyondthecloud myfirmsapp


Cost Free
Presentation Length 1.0 hour 

Recorded DateJune 15, 2017  CPE:Not available  (archived webinars do not offer CPE credits) Subject AreaSpecialized Knowledge & Applications  Course LevelBasic  Who should attend?CPA - medium firm
CPA - large firm
Course Description

The journey to the cloud and the parallel journey towards mobile and digital is the mother trend of all other changes in the CPA profession.

Tech Savvy is now a survival skill, and technology underpins everything a CPA does; and the pace of change doesn't appear to be slowing down.

By the end of this webinar you will have a good grasp of the implications of current and future technology. You'll take away practical tips, templates and check-lists to help you implement some easy positive responses that can save you time and save your firm wasted budget.

PLUS. You'll also see for yourself how one new mobile development can help you win new clients on a tiny budget, without more of your time and at the same time dramatically improve operational efficiency.

Learning Objectives

  • The difference between change & disruption and what that means for every CPA in 2017.

  • Why Client expectations have moved substantially and how to respond.

  • How to fast track to becoming a tech savvy CPA.

  • How new technology can authentically create more time for you - the time pressed partner or manager.

  • How to leverage Automation and Innovation in Marketing, Client communications and practice management.

  • How to create the right new advisory services.

Not logged

David Oliver MCIM
VP International Marketing & Communications
(347) 748-9098


David Oliver MCIM. Founding director Insight Marketing International, author of 14 books including Sunday times Titles in 29 languages; David has spoken to over 300,000 delegates. He has been described by some, as a ‘prophetic voice’ into the accounting & legal world. Seeing the future for the profession (often well ahead of others) David and the team have consistently revealed future threats and opportunities, and then through seminars, webinars and written content; empowered and inspired the early adopters to embrace that change, and encouraged and equipped the late adopters to catch up. Making Business Life better for thousands of accounting firms, their clients and their staff. As well as running his own successful businesses in marketing for professionals and software applications; for over 3 decades David has been in demand internationally as keynote speaker and thought leader for accountants, book-keepers and finance professionals. Working with Top 100 firms and countless regional and owner managed local firms; David’s passion is to unlock the future for accounting firms. His practical motivating and inspiring style empowers accountants to understand and then use the latest technology; ensuring those firms build irreplaceable, value added long-term relationships with their staff, customers and prospective customers. Making business growth and client retention affordable achievable and even enjoyable Delegates say of David ‘Listen to Him and your firm will never be the same again, put his ideas in to practice and watch your firm flourish’ Recent Keynote and thought leading presentations include; ACCA ICAEW ICPA BCMS 2020 AVN Accountex, Peak performance, Menzies, McIntyre Hudson, Haines Watts, Carpenter Box, HSC, Microsoft, HBOS, Lloyds Bank

About Our Presenter

MFA is a fast-growing fintech company that has developed a flexible, powerful and feature-rich mobile platform App that can be branded and tailored for firms of accountants and other finance professionals around the world. Founded in the UK in 2013 by CEO Joel Oliver, MFA has rapidly carved out a significant presence in the global App marketplace. Already, they have created Apps for almost 1000 professional firms across the world. It is the only App in the world for professional firms that is fully compliant, approved and endorsed by many of the major accountancy bodies. The MFA App’s success is largely because it benefits professional firms on many levels. In a rapidly evolving business world, it provides firms with a sophisticated, customised and fully branded tool that gives firms an essential mobile presence on clients’ Smartphones and tablets; it is also a highly effective marketing tool, helping firms to quickly and easily impress potential clients.