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Free cpe webinars
Using Technology to Deepen Client Relationships
Business Management and Organization

USING TECHNOLOGY TO DEEPEN CLIENT RELATIONSHIPS

Cost Free
Presentation Length 1.0 hour

Recorded DateOctober 14, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaBusiness Management and Organization
Course LevelBasic
Who Should AttendCPA - small firm
CPA - medium firm
Other
Series: Women in Accounting
Course Description

In the accounting world, advisors are often resistant to new technology, or worse, use it as a shield to deflect connecting with clients. What if technology was leveraged to deepen client relationships instead?

Join Amanda Aguillard, CPA as she surveys the current accounting technology landscape, and explores the client connection opportunities beneath.

Learning Objectives:


  • Describe the current state of technology in accounting

  • Determine how machine learning and artificial intelligence and changing how accountants can advise clients

  • Identify the type of advisor you are and how technology can be leveraged

  • Recognize how to use tech tools to craft more efficient internal processes, freeing time to advise clients

  • Give examples of how technology allows for building collaborative relationships with clients

  • Determine how your practice can create a technology strategy for deeper engagement with clients

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Amanda Aguillard, CPA, COO

Padgett Business Services
COO
amanda@padgettadvisors.com
(504) 324-9270

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Amanda Aguillard decided to become a CPA when she was 16, and never looked back. She started Aguillard Accounting LLC in 2012, committed to running a cloud-based practice from anywhere in the world. 

She was the Xero Evangelist of the Year in 2016 and used her experience as an instructor of the Xero Certification Course to co-found Elefant, a software training company.  She has been a Hubdoc Top 50 Cloud Accountant for the last two years and regularly speaks at state CPA societies and industry technology conferences like Accountex, Clio Cloud Conference and Xerocon.  She is also the Senior Xero Editor for Accountex.

She spends any spare time cooking for her two kids and reading historical fiction. While she holds a Masters Degree in Taxation from the University of Denver, she would much rather craft and implement ecosystems for small businesses, and help other advisors build and grow cloud-based practices. 

About Our Sponsor

Billcom
BILL (NYSE: BILL) is a leader in financial automation software for small and midsize businesses (SMBs). As a champion of SMBs, we are dedicated to automating the future of finance so businesses can flourish. Hundreds of thousands of businesses trust BILL solutions to manage financial workflows, including payables, receivables and spend and expense management. With BILL, businesses are connected to a network of millions of members, so they can pay or get paid faster. Through our automated solutions, we help SMBs simplify and control their finances, so they can confidently manage their businesses and succeed on their terms. BILL is a trusted partner of leading U.S. financial institutions, accounting firms, and accounting software providers. BILL is headquartered in San Jose, California.