Gain visibility, increase efficiency, and focus on what matters--your clients.
Successful accounting firms must provide high-value strategic support to multiple off site clients including high-net-worth individuals and small businesses, plus run a tight ship in house. One key to maximizing the profitability of your client accounting practices is reducing time-consuming manual efforts, including over-reliance on Excel®. Another is ditching high-maintenance on premises accounting software in favor of a modern, cloud-based financial management solution. In this topic, we will discuss how growing accounting teams can keep up with expanding operations by strategically deploying technology to ensure that each accountant can be as efficient as possible. Learning Objectives After attending this live webinar, you will be able to: recognize when your firm has outgrown Excel® and other high-maintenance applications for client accounting services. describe the elements of a modern financial management solution. define cloud accounting. discuss the benefits of automation and integration for financial close management.
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Why Lorman?
Over 35 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
What Worked in the Past Won't Work in the Future
Traditional Workflows Are Expensive
You Don't Have to Give up Your Spreadsheets
The Future of Accounting Is Integration
What Could You Do With More Time?
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Why Lorman?
Over 35 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on July 22, 2019.
Call 1-866-352-9540 for further credit information.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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Why Lorman?
Over 35 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
Liz Mason
High Rock Accounting
Blake Oliver
FloQast
- Director of product marketing at FloQast
- A CPA, entrepreneur, podcast host, writer, and public speaker who specializes in accounting technology
- In 2016 and 2017, he was named a 40 Under 40 in the accounting profession by CPA Practice Advisor
- Wrote Own Your Close, a newsletter for accountants and controllers, and co-host of the Cloud Accounting Podcast, a top 50 business news podcast in the United States
- Previously, he built and sold Cloudsourced Accounting, a pioneering cloud-based outsourced accounting services firm
- Before joining FloQast, he worked as a manager on the outsourced finance & accounting team at Armanino LLP, a top 25 firm nationwide
- Can be contacted at [email protected]
More Program Information
Why Lorman?
Over 35 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
All of your training, right here at Lorman.
Pay once and get a full year of unlimited training in any format, any time!
- OnDemand Courses
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- White Papers and Articles
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- State Specific Credit Tracker
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Questions? Call 877-296-2169 to speak with a real person.
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