The overnight chaos and confusion brought on by the pandemic, plus all the regulations, loans, and tax deadline changes of 2020 made it all too clear: Your out-dated software, your desktop PC with no remote access, and your disjointed data management applications aren’t working!

Consider these scenarios that arose during the 2020 Tax Season:

1. When the IRS changed the rules for required minimum distributions, were you able to quickly find out which clients were impacted? 


2. Do you have a place to store the names of your clients who got PPP loans and their loan distribution date? Through which bank?    


3. Do you have a place to store info about EIDL loans that were granted to your clients?


4. And what about those impacted by the 7/15 deadline for a protective claim?  How easy was it to pull that list, with email addresses?  

If you answered “no” to any of the above scenarios, you must find a better way--NOW.

Join us in an eye-opening, live webinar training led by Geni Whitehouse, author, keynote speaker, and accounting thought-leader. Geni will guide you through the steps you must take so you don’t head into another deadline with out-dated technology and tools that aren’t designed for the way you work today. Take these necessary steps to strengthen your firm and ride out the uncertainty, and you’ll be in a much better position to handle all your client needs once the economy returns. 

In this webinar you will learn: 

1. Why this “disaster” was inevitable given your current out-dated software and tools;


2. What types of technology tools you must have in order to manage your time, your workflows, and your client communications and billings in the most efficient and flexible manner;


3. What are business automation, Business Intelligence, and Artificial Intelligence as they pertain to CPAs and Accountants? Why are they not only beneficial but are necessary if your firm is to remain competitive in the current economy;


4. How to take the necessary steps to evaluate, implement, and begin utilizing the new technology for building a value-oriented service that will win more clients.

Can't attend the live webinar? Register and the link to the playback recording will be emailed to you at a later date.

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