Content Provider

Createacustomapp myfirmsapp


Available Date(s) Wednesday, October 25, 2017
Monday, October 30, 2017
Monday, November 6, 2017
Monday, November 20, 2017
Monday, November 27, 2017
Monday, December 4, 2017

Start Time
11:00AM EDT

Cost Free   CPE Credits 1.0 hour   Subject AreaCommunications & Marketing  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone  Who should attend? Bookkeeper
CPA - small firm
CPA - medium firm
CPA - large firm
Course Description

The way you and I, and your clients, conduct life has changed. Clients’ needs are evolving and technology is moving at breakneck speed – especially here in the US. The pace of change outside of the profession has been so great, that now smartphone distribution in the US is at 90%, and 55-64yr olds are spending 70+ hours per month using Apps on smartphone and tablets; with 35-54yr olds spending 180+ hours pm! A key question for firms of all sizes, across America has arisen: who owns the digital relationship with your client? There are some enormous benefits to all the technology around us, and within the profession, but having the ability for your firm to be first in that digital relationship is vital – without that, you have no way to serve, control or benefit from today’s landscape. This webinar is delivered by global consultant and member of the executive board at MyFirmsApp – Daniel Richards. His experience and insight on this subject, from working with small firms through to international giants, is unique in the profession today. Together, we will see 7 practical ways in which thousands of firms – just like yours – are already benefiting from this change; and doing so without pain or disruption.

Learning Objectives

  • The outcomes those firms are experiencing, and the feedback from their clients.

  • You’ll see the time saving both firm and client alike, are enjoying.

  • You’ll understand the market context of all this; the evidence both within and surrounding the profession, and the choice you can comfortably take.

  • Geni Whitehouse so excited – both as a thought leader to the profession and in her role in BDCO CPA who already use the MyFirms App platform.

  • You’ll see the ROI opportunity for your firm too, and how your own custom App will not just benefit you and your current clients, but also help you win new fees and referrals.User-added image

Myfirmsapp2 Linkedin

Daniel is Head of Sales and a member of the executive team at MyFirmsApp – the global leader in Apps for CPAs, EAs and Tax agents. He is passionate about helping firms establish and maintain a key role in the always-on App environment which plays such an important part in our daily lives.

Daniel has been involved in helping professional service firms grow and make the most of new techniques, strategies and technology for over 17 years. He is considered to be a thought-leader, is a renowned speaker, and is the go-to-guy for firms and professional bodies when it comes to Apps for professional firms.

He has hundreds of testimonials from large and small firms alike, has presented to thousands of firms through the MyFirmsApp and webinars, and regularly speaks for the professional bodies and membership organizations.

Handout Materials
Presentation Slides
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.


NASBA Approved

CPAwebengage, Inc. (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:

CPAwebengage Inc. 1857. W 34th Ave, Denver, CO 80211