DOES YOUR CPA FIRM HAVE
THE RIGHT TECH STACK?
2021 TECHNOLOGY ROADMAP WORKSHOP:
NOV 17th, @ 11am EST
$99 Registration Fee
($49 for APA Members)
Get your firm in gear for the upcoming busy season with a technology roadmap.
This past busy season, you undoubtedly uncovered hurdles and inefficiencies slowing down your team.
Join Daniel Moshe, Founder and CEO of Tech Guru: Enlightened IT for CPA Firms with Brannon Poe, CPA, Founder of Accounting Practice Academy on this engaging 1-hour workshop.
You'll discover how to:
- Increase capacity and efficiency
- Modernize and automate your firm for the upcoming busy season
6 KEY TECHNOLOGY ASPECTS
Establish a deep understanding of strengths and areas in need of improvement in the 6 key technology aspects of your firm.
STRATEGIES
Develop technology strategies to address those issues.
PLAN
Create a personalized plan to implement those strategies.
TECH GURU DANIEL MOSHE
Daniel is the founder and CEO of Tech Guru: Enlightened IT for CPA Firms, combines his passion for business and technology with finance and accounting to help modernize accounting firms and strengthen the entrepreneurial ecosystem.
Daniel is also a certified EOS® (Entrepreneurial Operating System) implementer at Strong in Six, where he works with leadership teams to implement a set of simple, practical tools to help them get what they want from their businesses.
BRANNON POE, CPA
Brannon is the founder of Poe Group Advisors and has been facilitating successful accounting practice transitions throughout the US and Canada since 2003. He is also the creator of Accounting Practice Academy™ – a virtual workshop that helps established firms take their practices to the next level. Brannon is the author of the Accounting Practice Insights Blog and hosts the Accountant’s Flight Plan” podcast with other top thought-leaders in the accounting profession.
Brannon is an E&Y alumnus. He has worked with some of the most successful and seasoned CPAs in the industry and has been privy to the behind-the-scenes methods that these clients have used to build highly profitable practices along with capable and independent teams. Brannon is passionate about entrepreneurship and is the president of EO Charleston (Entrepreneur’s Organization).
NOV 17th @ 11am EST
$99 Registration Fee
Reserve your spot now for this interactive workshop and get ready to take your firm to the next level!
($49 for APA Members)
