CPA Firm Technology

Course Description

CPA firms have always had challenging times, and the last two years emphasized that point. Technology changes, new service offerings, and profitable compliance will have to be executed well during the next five years. What technologies will you choose for 2021 and beyond? What is the best way to handle everything from better client interaction from PBC to eSignature through the best Advisory service strategy? How do the cloud, next-generation software, and client demands affect partner profitability? Attend this session to get an independent overview of the state of technology in the profession.

Learning Objectives

Upon completing this course, you should be able to:

• Review of major upcoming technology and industry trends for professional accounting.
• Developing a strategic road map for improvement of firm operations including recruiting younger clients and implementing new technology.
• Discussion of the CPA top-level domain for the firm’s website and email.
• List of specific recommended technology solutions (e.g. apps, programs, platforms, etc.) to assist the firm in meeting organizational objectives.

Course Information

• CPE Credit: 2.0 hours Information Technology
• Prerequisites: None
• Program Level: Basic
• Advance Preparation: None
• Who Should Participate: None

Instructor

• Name: Stephen Yoss
• Hometown: Big Bear Lake, CA
• Bio: Stephen M. Yoss, Jr., CPA, MS, is a certified public accountant, partner and CEO of Devmatics, LLC, a continuing education instructor for financial professionals, a and a licensed pyrotechnician. While his interests and skills are varied, they all share a common thread—his love for and skill in finding technology-based solutions. In 2017, Stephen and Alex White formed Devmatics, LLC, a company focused on helping organizations develop technology strategies to streamline their business operations. He specializes in taking on high-difficulty, mission-critical organizational issues that require technological expertise and an ability to find solutions to problems that no one else can answer. With all of his clients, he emphasizes the need to embrace technology at every opportunity and utilize the latest technological trends and breakthroughs in order to gain a competitive advantage while increasing efficiency and productivity.