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Free cpe webinars
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)
Course LevelBasic
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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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

2019bill (NYSE: BILL) is a leading cloud-based platform that automates, connects, and streamlines back-office financial processes such as payables and receivables to help small and midsize businesses succeed. Over 100,000 customers and 2.5 million network members trust to manage their end-to-end financial workflows, sync with accounting systems, and connect with suppliers and clients — creating a measurable, positive impact on their businesses. partners with leading U.S. financial institutions, top 100 U.S. accounting firms, and popular accounting software providers. has offices in San Jose, California (HQ) and Houston, Texas. | Twitter: @Billcom | LinkedIn: