Practice Priorities for CPAs in 2024

Now’s the time to get started on your strategy for improving how your firm approaches these essential practice priorities so you can future-proof your practice. In this webinar, you’ll join three real-life CPA firms and receive actionable advice from each of the panelists to help you implement your own tech and practice management tools.

You’ll discover:

• Which apps other accountants have their eye on to improve workflow efficiency in 2024
• How AI, automation, and integrations are crucial to optimizing accountants’ tech stacks and how they’ve helped with workflow management
• How other CPAs are handling cybersecurity, including what their written plans and onboarding processes look like

Panellists:

• Caleb Jenkins, EA, CQP, RLJ Financial Services, Inc.
• Nick Boscia, CPA, EA, Owner, Boscia & Boscia P.C
• Karina Khatanova, Administrative Assistant, Goldstein & Loggia CPAs

Host:

• Carrie Stemke, Former Senior Editor, AccountingWeb US