Most of us are a part of this profession because we really enjoy advising our clients and helping them succeed. If we're honest, we spend a lot less time advising and a lot more time just cleaning up messes. What if you could leverage new machine learning tools to do the cleanup and free up your time for more client advisory work? What if you could spend less time trying to recruit, retain, and supervise an army of staff to do that cleanup and could instead leverage technology tools and a smaller stable of more experienced client advisors? What if your margins improved in the process? This is not a decades-from-now future reality. The technology exists today. Come learn how firms are integrating these tools into their practices and freeing themselves up to focus on the client work they most enjoy.
How to set up work flows that integrate automation technologies.
How to price and sell engagements and which advisory services to incorporate.
How to change your approach to staffing to embrace these new tools.
Jim Garrett (James J. Garrett, CPA)
"Excellent webinar. It really help you think about your the threats and opportunities in your practice."Kimberly Nguyen (Anadarko Petroleum Corporation)
"Wish this webcast was available at a later date so I could urge others in my organization to enroll!"Duane Neely (Energy Northwest)
"All I can say is "What an eye opener"!"Alicia Aponte (Suncoast CPA Solutions)
"Very informative and well presented."Bree Laufer (Douglas Haigh, CPA)
"excellent instructor, great content"Leslie, TX
"Very interesting! I particularly enjoyed the discussion of what is happening within the industry regarding automation and machine learning and what firms can and should be doing now to utilize this technology."Dan, NJ
"This is a critical "must attend" webinar for ANY CPA from Big 4 to local practitioner. Very timely and critical topic presented flawlessly. No, I am not a shill and never heard of this firm or presenter prior to this webinar. Kudos and THANKS to him and his firm for such transparency and valuable sage counsel."
Tanner LLC
Partner
dgriffiths@tannerco.com
801-532-7444
Dan Griffiths, CPA, CGMA is a partner at Tanner, LLC, a Salt Lake City-based CPA firm with 130 team members. Dan is a business coach and consultant and facilitates over 75 leadership retreats each year across a variety of industries. He specializes in business strategy, team performance, and leadership development. He currently serves as a member of the AICPA board of directors. He holds B.S. and Masters of Accountancy degrees from Brigham Young University, summa cum laude and with high distinction, respectively. Dan also oversees the accounting automation and data analytics service lines at his firm.
Dan is an avid flyfisher, backpacker, and gardener. He and his wife Bibiana are the proud parents of four children.