CPAacademy.org | CREATE A CUSTOM APP TO EVOLVE WITH YOUR CLIENT'S

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Self-Study CPE

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INTRODUCTION TO FIRMTAMER PRACTICE MANAGEMENT SOFTWARE: LIVE DEMO
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BILL SPEND & EXPENSE: THE POWER OF CLIENT ADVISORY SUCCESS AT PARABLE ACCOUNTING
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BILL DEMO: STREAMLINE CASH FLOW WITH INSIGHTS & FORECASTING
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CREATE A CUSTOM APP TO EVOLVE WITH YOUR CLIENT'S CHANGING TECHNOLOGY NEEDS

Suitable for CPAs and EAs in public practice who are firm owners, practice managers or responsible for marketing or IT. This course was previously titled THE HIGHEST RATED CUSTOM APP FOR CPA FIRMS: LIVE PRODUCT DEMO

Cost Free

CPE Credits 1.0 hour

Subject Area 1.0 - Computer Software and Applications

CE Credits 0.0 hours

Course Level Basic

Instructional Method Group Internet Based

Prerequisites None

Advanced Preparation None

Who Should Attend Bookkeeper
CPA - small firm
CPA - medium firm
CPA - large firm
Other

Series: Bookkeeper

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.
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.

Daniel Richards

myfirmsapp.com
Head of Sales
danielr@myfirmsapp.com
(347) 748-9098

Dan Richards has been working in the Accounting profession globally for the last 20 years. He is one of the pioneers of firms’ marketing, lead generation and client engagement strategies. From referral plans, to offline and direct marketing and appointment generation; to digital marketing across thousands of websites, email and online social networking. Plus he helped build and now lead the global pioneer in custom Apps for Accounting firms – MyFirmsApp. He is an international speaker and consultant to the profession as well as still being actively involved in the direct implementation by firms of all sizes in their marketing efforts, client engagement and App strategies. He believes passionately in progressive, forward thinking Accounting firms; the difference they can make in the lives of their clients and our wider world, and that they should own, serve and leverage the digital relationship that now exists between every firm, their clients and prospects.

Additional Materials

Webinar Technical FAQs

Frequently Asked Questions

To receive CPE credit, you must register for the webinar before it starts.
CPE is available to all eligible participants within 24 hours of each webinar.
To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.

Handout Materials

Presentation Slides

NASBA Approved

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.

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About Our Presenter

MFA is a fast-growing fintech company that has developed a flexible, powerful and feature-rich mobile platform App that can be branded and tailored for firms of accountants and other finance professionals around the world. Founded in the UK in 2013 by CEO Joel Oliver, MFA has rapidly carved out a significant presence in the global App marketplace. Already, they have created Apps for almost 1000 professional firms across the world. It is the only App in the world for professional firms that is fully compliant, approved and endorsed by many of the major accountancy bodies. The MFA App’s success is largely because it benefits professional firms on many levels. In a rapidly evolving business world, it provides firms with a sophisticated, customised and fully branded tool that gives firms an essential mobile presence on clients’ Smartphones and tablets; it is also a highly effective marketing tool, helping firms to quickly and easily impress potential clients.