Content Provider
Revelcpa
Sponsored by
Gustologo
Handout Materials
Presentation Slides
Free cpe webinars
How to Minimize Tech Stack Disruptions to Your Clients and Your Firm

HOW TO MINIMIZE TECH STACK DISRUPTIONS TO YOUR CLIENTS AND YOUR FIRM

Cost Free
Presentation Length 1.0 hour

Recorded DateAugust 30, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

As humans, we are all creatures of habit—clinging onto the known and ignoring new solutions competing against our legacy apps and systems. 

However, just like ridesharing disrupted the taxi industry, disruptions can have massive benefits to our lifestyles. Getting a fresh start with a new system could provide your firm an opportunity to streamline processes and make things more efficient. It might mean finally being able to centralize support for your clients by ending the days of using “whatever app the client wants to use” and being an expert in none. 

Instead, you can develop deep expertise in one platform and pass that on to the client through a great experience AND be more efficient in your work and providing support. If you find the right platform—one that supports your growth—you’ll also have access to resources and people that are plugged into your plan and truly working to help you succeed.
 
Learning Objectives:


  • Determine clients’ needs when they’re looking for (or need) a new technology solution

  • Practice preparing clients for the transition by “normalizing change”

  • Assemble the transition through a series of steps from presentation to training to post-transition evaluation

  • Recognize the special considerations for accounting firms that are going through a technology transition

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Revelcpa

Over the last 15+ years, I've created an accounting, tax, and consulting practice focused on making the world of business and taxes engaging and understandable. I believe in the power of design and design thinking to create deeper meaning and affect real change. And I will be a lifelong student of my own biases and privilege and how they get in the way of creating a more inclusive and equitable world.

About Our Sponsor

Gustologo
Gusto serves more than 100,000 small businesses and 4,500 accounting firms nationwide. Each year we process tens of billions of dollars of payroll and provide employee benefits—like health insurance and 401(k) accounts—while helping companies create incredible work places.

Through one refreshingly easy, integrated platform, we automate and simplify your payroll, benefits, and HR, all while providing expert support. You and your employees will get the peace of mind you need to do your best work.