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Cpadotcom compliance

BALANCING COMPLIANCE AND EFFICIENCY IN PREP, COMP AND REVIEW ENGAGEMENTS

Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 13, 2018
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaAccounting
Course LevelBasic
Course Description

Compliance with standards is paramount to your success as an accounting professional – it’s a must. But do you ever wonder if ensuring compliance might be impacting your bottom line or your ability to better service clients? Whether it’s time spent on additional work to make you feel confident that you are in compliance, chasing required information from clients or administrative tasks, many firms may not realize the time and efficiency they lose along the way.

Join Matt Towers, Product Marketing Manager at CPA.com, to learn strategies for improving realization rates on your prep, comp and review engagements while maintaining compliance as a top priority.
In this session you will learn how to:


  • Reduce the effort of incorporating guidance into your methodology

  • Establish a better workflow for client collaboration

  • Leverage technology like OnPoint PCR to effectively manage and secure engagements

  • Evaluate your current process to identify your biggest opportunities for improvement

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE

Matt Towers

CPA.com
Product Marketing Manager
matt.towers@hq.cpa.com
(734) 707-4974

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In his current position, Matt is responsible for managing the CPA.com assurance product line. Matt has over 18 years of experience working in the tax & accounting technology industry with a specific focus in accounting & auditing technology and process. Having worked with thousands of accounting firms over the years to help them understand how to interweave relevant technology and business process, Matt has a keen understanding of the challenges and opportunities facing the profession today. Matt has been a featured speaker at thought leadership events, and he has had A&A focused articles published (most recently in the CPA Practice Advisor).

About Our Presenter

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CPA.com was formed by the American Institute of CPAs. AICPA leadership knew the unprecedented pace of technological change required firms to adapt quickly and overcome the challenges of the partnership model to meet that goal. It charged CPA.com management with creating a business model, value proposition and infrastructure to help firms identify emerging trends and technologies and provide education, training and resources that would accelerate adoption.

 

CPA.com serves as a catalyst in the development of virtual CFO/controller services by firms and is now shifting its focus to similar innovations in tax and audit practices, with an emphasis on automation, artificial intelligence and the adoption of blockchain technology.