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How to Identify the Technology Champion in Your Firm

Make the move to online much easier by choosing the right person in your firm to be the driver.

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The Top 10 Things Efficient Firms Do

Aggregated from over 300+ firms across the country, learn the best tips and tricks on how to make your practice the most efficient. Includes a panel of those practitioners on the cutting edge and what they do to stay ahead. Learn more tips & tricks at www.firmofthefuture.com  

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Ian Vacin

The Art of Determining and Developing Standardization Processes

Learn how to review your firm's processes continuously over time to increase efficiency across the entire firm.

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Eva Velasquez

Smartphone Privacy and Security Tips for Accountants

There are many risks associated with your smartphone, but read about two common occurrences the average smartphone user may not be aware of.

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Greg Buck

Why Scanners Improve Efficiency in Accounting Offices

In our paperless world, you should no longer find pencils and pens of all colors and sizes on a file preparer’s desk. Nor should you see staplers or calculators. Instead, there should be a scanner on every desk. Why every desk? Learn why scanners are important tools for improving efficiency.

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Darren Root

Build Your Own Virtual Accounting & Virtual Bookkeeping Office

Virtual is not where the profession is heading, it’s where the profession already is, but you can’t build a successful virtual office until you have a clear vision for your business. Learn how to get started with your vision.

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Edi Osborne

How and Why to Begin Succession Planning for Your Firm

If you are like a lot of firms, you aren’t actively engaged in the implementation of a succession plan. Learn how and why you should begin succession planning.

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Bill Sheridan

Why CPA Firms are Focusing on Becoming Business Advisers

Would you like see what the future looks like for CPA firms? Learn why CPA firms are focusing on becoming business advisers.

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Rene J. Zarate, CPA, ABV

Technology to Improve Staff Communications

Get the technology apps and advice you need to grow your practice and meet the demands of today's on the go business landscape. 

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Andrew Poulos

Procrastinators: How to Deal with Last-Minute Tax Filers

Are you playing the waiting game with clients who wait until the 11th hour to give you their tax information? If so, get timely advice on how to handle these clients from tax veteran Andrew Poulos, EA.

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Bryan Tritt

Better in Pairs: How Bookkeepers and Accountants Serve Businesses in Canada

Get an inside perspective from Tom Natsikas on the relationship between the bookkeeper and accountant.

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Business Operations for Accounting Firms

In this session, Ian from Karbon will look at every area of an accounting business, and highlight what needs to be refined to cope with this changing direction. He'll share best practices for areas including processes, roles, and functions, which are starkly different to the traditional 'way of doing things'. 

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Ian Vacin

Learn Why Visibility Matters to Your Employees and Clients

How to manage your CPA practice with more visibility and why it matters to your employees and clients.

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How the Cloud Enables You to Work Wherever You Want

Learn how working in the cloud can give you the flexibility to work your way, from any location on the globe.

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Sandra Wiley

Retain Staff by Rewarding Them

Employee retention is a challenge. Get advice on how to keep employees happy, engaged, and believing in you and your purpose. 

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Charles Costa

Creating a Happy, Healthy Work Environment

Learn how to work with all generations in order to create the most collaborative and successful workplace and company that you can.

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Mario Nowogrodzki

Four Ways to Help Your Clients Prevent Employee Fraud

Discover ways to prevent employee fraud from occurring with these helpful tips.

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Ian Vacin

Modern Communication for Teams and Clients

Discover how communication is such a vital component of firm growth.

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