Technology is changing the way your clients expect to work and manage their financials. To stay relevant to your clients, accounting professionals are retooling to launch into new services and will need to acquire new skill sets, one being that of a technologist. This session will discuss why it’s important to not just implement technology to do things the same way you have always done them, but instead, rethink the business processes in your practice. By doing this, you can become more efficient, productive, collaborative and create an environment of purpose that your team and clients can rally around. Learn to define your “why” and how to select a vertical niche, assess the right technology to align to your mission as a practice, and explore other ways to re-engineer your business processes. You will come away with an understanding of how technology’s gift of more time gives you the opportunity to become “Cherished Advisors” — highly valued, strategic partners who are an integral part of their client’s businesses and whom their clients can’t imagine living without.
