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You Built Your CAS Practice, How Do You Automate More to Advise More?

YOU BUILT YOUR CAS PRACTICE, HOW DO YOU AUTOMATE MORE TO ADVISE MORE?

Cost Free
Presentation Length 1.0 hour

Recorded DateNovember 23, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Technology allows for scalability and new revenue. Why is it so hard to make the shift towards advisory? We will highlight obstacles that the firm's team and staff have experienced. We will be sharing examples from firms on how they pushed past challenges and managed change.  

We will share real examples from firms and what they have been facing. In this session you will learn to:


  • Identify ways to work through the shifts that are happening in the accounting profession

  • Review core issues and how to approach them 

  • Summarize how to bring new revenue to your firm through automation and scalability

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Deneen Dias

Botkeeper
VP of Strategic Partnerships
[email protected]
(212) 596-6252

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Deneen has spent the last 11 years strategizing with firms to evaluate, implement, and leverage technology to improve internal processes as well as enhance their client accounting relationship. She is passionate about helping firms utilize Artificial Intelligence & Cloud Technology to transform their accounting practices, and has facilitated the CPA.com Digital CAS Roadmap Workshop for years and trained hundreds of firms on how to build a Client Accounting & Advisory practice. Along with being a frequent speaker at conferences such as Engage, CPA.com Digital, and Sage Intacct Advantage, Deneen has a keen interest in helping firms create fast-growing, profitable new revenue lines by focusing on automation & innovation.  
 

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Rowan Eister

Fathom
Head of Partnerships & Business Development
[email protected]
61 7 3333 2239

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Rowan heads up business development and partnerships for Fathom's US team. She has been with Fathom for about 4 years and in her time there has worked with accounting and advisory firms of all shapes and sizes from solo practitioners to Top 100 firms. She is passionate about helping firms leverage the power of Fathom to transform their practice and add value to their client relationships.
 

About Our Presenter

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Botkeeper is a leading automated bookkeeping solution, providing accounting firms and their clients a powerful combination of skilled accountants, machine learning, and artificial intelligence. The Botkeeper Operating System (BOS) gives your CAS or bookkeeping practice an unparalleled workflow management system that uses best practices we've refined over several years. Accounting firms can grow their book of business, diversify their service offering, increase capacity, and improve overhead costs using the BOS full-suite bookkeeping & pre-accounting solution. With BOS you have the ultimate tool to efficiently manage your bookkeeping client base.