CPAacademy.org | USING TECHNOLOGY TO DELIVER EFFICIENCIES & ELEVATE

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Self-Study CPE

INCREASE EFFICIENCIES WITH BILL's ACCOUNTS PAYABLE TECHNOLOGY
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SHIFTING YOUR MINDSET: HOW TO GROW AND SCALE A MODERN ACCOUNTING FIRM
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ASSESSING THE RISK OF YOUR ORGANIZATION: NON-INSURANCE RISK MANAGEMENT ISSUES
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TAKING AUTOMATED SERVICES PAST THAT FIRST CLIENT
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Using Technology To Deliver Efficiencies and Elevate Your Tax Client's Experience

Business Management and Organization

USING TECHNOLOGY TO DELIVER EFFICIENCIES & ELEVATE YOUR TAX CLIENT'S EXPERIENC

Available Date(s)

Wednesday, October 30, 2024: 1:00PM EDT

Choose Your Time Zone:

Cost Free

CPE Credits 1.5 hours

Subject Area 1.5 - Business Management and Organization

CE Credits 0.0 hours

Course Level Basic

Instructional Method Group Internet Based

Prerequisites None

Advanced Preparation None

Who Should Attend Bookkeeper
CPA - small firm
CPA - medium firm
CPA - large firm
Small Business Owner

Course Description

In today’s fast-paced tax environment, leveraging technology is key to delivering an exceptional client experience while improving efficiency within your firm. This course explores how to streamline tax workflows, enhance collaboration, and improve accuracy using modern software solutions. Participants will learn how to integrate the latest tools into their tax practices, automate routine tasks, and optimize communication with clients for a more seamless and satisfying experience. By implementing these strategies, tax professionals can elevate their service offerings, increase profitability, and maintain a competitive edge in the industry.

Participants will learn how to integrate the latest tools into their tax practices, automate routine tasks, and optimize communication with clients for a more seamless and satisfying experience. By implementing these strategies, tax professionals can elevate their service offerings, increase profitability, and maintain a competitive edge in the industry.

Learning Objectives:

Identify key technology solutions that can automate tax processes, improve workflow, and positively impact the client experience and firm profitability

Implement strategies to streamline client communication and document collection using digital tools

Apply technology to enhance accuracy in tax return preparation and reduce errors in compliance tasks

Al-Nesha Jones, CPA, MBA

ASE Group, LLC
Founder
[email protected]
973-731-6000

Al-Nesha Jones, CPA, MBA, MOM, is the founder of ASE Group, a full-service accounting, tax, and advisory firm focused on empowering small business owners to build strong and sustainable businesses. ASE Group specializes in making the dollars make sense through solid recordkeeping, proactive tax planning, tax preparation, and year-round advisory support for entrepreneurs in the NJ/NY/CT/PA area. Al-Nesha was recently recognized as a 2023 Top 100 ProAdvisor by Insightful Accountants, one of Ignition's 2023 Top 50 Women in Accounting, a 2022 NJCPA Ovation Award Winner for her firm's DEI efforts, and also as a 2021 CPA Practice Advisor "40 Under 40" Professional. She is currently a Participant in the ProConnect Customer Council for Intuit Inc., 2021 – 2024, a member of the Intuit Trainer/Writer Network, an inaugural member of the CHIP Professionals Council (CHIP is bridging the gap between consumers of financial products and financial professionals of color), and a mentor at her college (Montclair State University) alma mater. Outside of being a self-proclaimed 'cool mom', her biggest accomplishment to date has been creating rewarding career opportunities for her team members that mirror the opportunities she didn’t have when she left her corporate career. She currently leads a 100% female team, where they have flexibility in both their schedule and work location, to ensure they can prioritize all of the nouns that bring them joy.

Additional Materials

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Frequently Asked Questions

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NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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About Our Sponsor

Intuit Accountants' mission is to firmly position you as the trusted advisor your clients will turn to year after year. Our professional tax solutions simplify tax preparation so you free up time to focus on what matters most to your clients. Whether you are new to tax or an experienced professional, we have products, people and services to help you thrive. Intuit professional tax software products include Lacerte, ProSeries and ProConnect Tax Online (formerly known as Intuit Tax Online).