2020 has been a doozy for all of us in the industry affecting our advice to clients in new ways. Accounting firms have the unique opportunity to counterbalance the COVID impact with clients while setting their firms up for long-term success by revisiting client advisory services.
In this webinar, join Will Lopez, Head of Gusto’s Accountant Community, and Deneen Dias, Director of Partner Success at Botkeeper, as they unpack how the combination of technology, people, and processes will create a winning formula to automate, innovate, and scale your Client Accounting Services in the age of Coronavirus.
Deneen has been working with firms for over 10 years on ways to utilize cloud technology to transform their client accounting practice. She helps hundreds of firms evaluate, implement, and leverage technology to improve internal processes as well as enhance their client relationship. Deneen has a keen interest in working with firms of all sizes to drive increases to their bottom lines through implementing new cloud technology. She consults with firms on ways to add new revenue streams from new services lines including Business Process Outsourcing (BPO), and real-time advisory services.
As the head of Gusto’s accountant community, Will advocates for, and helps identify more opportunities for accountants, bookkeepers, and other advisors to better support small businesses. He is inspired to build a community that can be a voice for small business owners and their transformational advisors to can create more value together. Through a deeper partnership with Gusto, a new era will begin where accountants at every level will be valued for all the hard work they provide to the clients who trust them most with all things people.
CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222