Future of CPA Firms

Changing Industry with Tech & Out Sourcing

Speaker

  • Jeffrey Cronin (Chief Strategy Officer, Zenwork)
  • Deborah Defer (Director of CAAS Consulting, Woodard)

Key Points

 

  • Can Technology Revolutionize Taxation
  • How Bookkeeping Evolved into Pre-Accounting
  • Is Outsourcing the Right Fit for Your Business
  • Identifying the Perfect Time to Outsource
  • What are the Essential Considerations Before You Outsource
  • How to Prepare Your Business for the Evolving Landscape

Summary

On the first episode of the CPA Transformation Podcast powered by Tax1099, join Deb and Jeff as they dive into the dynamic world of accounting and taxation. They discuss the ultimate goals of technology in the field, the evolution of bookkeeping into pre-accounting, the reasons behind outsourcing in CPA firms, the advantages of outsourcing, strategies for managing learning and development in outsourced teams, and effective client management techniques. Whether you’re a seasoned CPA looking for a refresher or just a curious cat eager to learn, this podcast is your golden ticket to broaden your horizons and stir up some innovative vibes in accounting and taxation.
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