CPAacademy.org | INNOVATIVE SOLUTIONS: REVENUE GROWTH AND PRACTICE

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Innovative Solutions for Accountants: Revenue Growth and Practice Optimization Through CAS

Information Technology

INNOVATIVE SOLUTIONS: REVENUE GROWTH AND PRACTICE OPTIMIZATION THROUGH CAS

Cost Free

CPE Credits 1.0 hour

Subject Area 1.0 - Information Technology

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

Series: AI Unchained 2024

Course Description

Unlock the full potential of your accounting firm by exploring innovative ways to grow and transform your practice. This comprehensive session delves into the strategic integration of people, process, and technology to optimize your practice. Learn how to leverage client advisory and tax services to not only enhance your current offerings but also generate new revenue streams and achieve improved profit margins.

Learning Objectives:

Recognize the importance of technology growth and transformation in the accounting profession

Determine how to integrate people, processes, and technology to enhance overall efficiency

Discover the potential of tax and client advisory services in expanding your service portfolio

Practice practical steps to grow and transform your accounting firm in a competitive market

Marianne Fisher

Avalara
Senior Strategic Partner Manager - Accounting
[email protected]
(206) 826-4900

Marianne oversees the accounting strategic alliance partnerships as Senior Strategic Partner Manager – Accounting at Avalara. She brings 14 years of experience and knowledge working with the tax & accounting profession, guiding, and consulting firms as they embrace technology, evaluate internal processes, and expand service lines.

Before her time at Avalara, Marianne was at CPA.com, where she co-developed and co-facilitated the “Compliance & Advisory: Roadmap to Your Sales and Use Tax Practice Model” workshop, educating accounting firms on the changing sales & use tax landscape, the emerging business opportunity, and how to build the practice.

Marianne has been a featured speaker at many thought leadership events sharing her passion and extensive knowledge of sales and use tax with the profession.

Additional Materials

Webinar Technical FAQs

Frequently Asked Questions

To receive CPE credit, you must register for the webinar before it starts.
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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 Sponsor

Botkeeper is a leading automated bookkeeping solution, providing accounting firms and their clients a powerful combination of skilled accountants, machine learning, and artificial intelligence. The Botkeeper Operating System (BOS) gives your CAS or bookkeeping practice an unparalleled workflow management system that uses best practices we've refined over several years. Accounting firms can grow their book of business, diversify their service offering, increase capacity, and improve overhead costs using the BOS full-suite bookkeeping & pre-accounting solution. With BOS you have the ultimate tool to efficiently manage your bookkeeping client base.