Practice Priorities for CPAs in 2024

According to accounting firms just like yours, 2024 will be the year to focus on client communication, workflow efficiency, and cybersecurity. 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