CPAacademy.org | ESSENTIAL TECHNOLOGY PLAYBOOK FOR YOUR ACCOUNTING

Content Provider

Self-Study CPE

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ESSENTIAL TECHNOLOGY PLAYBOOK FOR YOUR ACCOUNTING FIRM

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

Technology has the ability to transform your accounting firm, however it’s not as simple as implementing a piece of software. There are workflow considerations, integration opportunities, as well as getting buy in from your team and clients to make this a success. This webinar will show you how you can harness the power of an integrated technology platform to reengineer your firm for ultimate productivity and profitability.

Practitioners around the world are expanding their capacity, growing their client base and achieving results previously unattainable of as a result of their strategic approach to technology. Technology has become an extension of their team, and now plays the role of a full time earner (FTE) or in many cases earners. In this case study based session you’ll learn how firms have used technology to free up their most valuable resource - time.

Learning Objectives

How to use technology to address known bottlenecks in your firm.
How to get buy-in from your staff and clients.
How to utilize technology as an FTE.
Pricing considerations of an integrated system.

Damien Greathead, MBA

Dext
Vice President - North America

415-924-3100

Damien works with accountants around the world helping them build profitable and sustainable businesses. As the Vice President of Business Development, North America at Receipt Bank, Damien helps firms leverage the latest technology to deliver their services efficiently and profitably. Damien speaks to state and national accounting associations around the world on topics including change management, marketing and technology.

Ryan Embree

Ignition
General Manager
ryan@ignitionapp.com
(734) 474-7507

Ryan Embree has spent the last four years working in the accounting industry. In his role at Practice Ignition, he helps accounting firms embrace new technology and modernize their practices for success. He worked for Practice Ignition in Australia and the UK before relocating to Chicago last year.

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.

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

Dext is an automated, multiproduct accounting solution. With three products, we’re here to help reduce your workload, optimize your workflow, and free up your time.

Here’s a bit about our products and how they can help you:

Dext Prepare – allows you to collect client paperwork, accurately extract data and automate processing into any general ledger, streamlining your workflows so team members can work more closely with clients. It's the 4.7 star rated tool used by over 1 million people.

Dext Commerce – saves you time by automating your client’s sales data retrieval from online eCommerce marketplaces and digital payment methods. Get an overview of their sales performance and ensure sales tax compliance, no matter where they sell in the world.

Dext Precision – intelligent data cleanup, bookkeeping, and compliance tools designed for Xero and QuickBooks Online professionals. Identify mis-codings, track key liabilities, and spot unwanted changes to historical data.