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Wednesday, June 15, 2022 Live Webcast

Proven Strategies to Leverage Automation & Outsourcing to Reduce Your Accounting/Tax Workload (X6-5f1f380b64a9)

2:00 PM - 3:00 PM EDT
webcast

Vendor Platform

1 CPE Credits in TX

OVERVIEW

Busy season seems to keep getting busier. Last-minute changes to the tax code, delayed tax software updates, workload compression, and a shortage of experienced accounting professionals continue to exacerbate what is already a grueling season for many accounting firms. Client fee pressures force firms to figure out how to get more productivity out of their existing staff while not burning staff out and maintaining a high staff engagement level. Yet, some tax and bookkeeping firms have been showing strong growth and even increased work-life balance. We interviewed a variety of these firms to see if we could identify the secret to their success. Attend this session to learn how these firms are bucking the general trends and achieving growth and increased profitability. Learning Objectives: • Identify automation technologies that help tax & bookkeeping firms increase their efficiency • Identify what can (and also what shouldn’t) be outsourced • Determine how to achieve growth (or work-life balance) while still increasing profitability

DESIGNED FOR

Tax practitioners

BENEFITS

Learning Objective: • Identify the additional skills and training auditors will need to be able to maximize the opportunities to leverage audit tools.

HIGHLIGHTS

*Tax Automation *Outsourcing

COURSE LEVEL

Intermediate

PREREQUISITES

None

INSTRUCTOR

Donny Shimamoto

Donny C. Shimamoto, CPA, CITP, CGMA

Managing Director

Intraprise Techknowlogies

Donny is the founder and managing director of IntrapriseTechKnowlogies LLC, an advisory-focused CPA firm concentrating on innovation acceleration and organizational development for small businesses, middle market organizations, and nonprofits. Donny is a recognized thought leader and educator in the fields of accounting technology, IT risk management, and performance management. His dedication to helping accountants and organizations strategically leverage technology while proactively managing their business and technical risk is paramount.

Donny also serves as an business transformation advisor and outsourced “IT partner” for local & regional firms, finance departments, and internal audit departments who lack in-house IT executive leadership and IT audit expertise; He helps with risk assessments, IT-related advisory services, development of innovation strategies, streamlining of internal firm/department operations, and increasing staff proficiency with IT tools supporting internal operations and accounting/audit services delivery.

Donny was recognized as one of the Top Thought Leaders in Public Accounting by CPA Practice Advisor from 2012 to 2020, and Top 100 Most Influential People in Accounting (2013 & 2014 & 2017-2020) by Accounting Today. He received the 2009-2010 President’s Award from the Hawaii Society of CPAs, and was also named to CPA Technology Advisor’s 40 Under 40 list in 2007 & 2009 & 2014, and was a Hawaii Top High Tech Leader in 2004.

Donny is a member of the IFAC Technology Advisory Group, was a past chairman of the AICPA’s Information Management and Technology Assurance Executive Committee and former member of its Governing Council, Assurance Services Executive Committee, and numerous other AICPA committees and task forces. He is also the current co-chair of the National Conference of Lawyers and CPAs.

PRICING

$40.00 - Member

$60.00 - Nonmember

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

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