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KEYS TO SUCCESS FOR TAX AUTOMATION AND OUTSOURCING

Cost Free
Presentation Length 1.0 hour

Recorded DateAugust 4, 2016
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Series: Bookkeeper
Course Description

Tax season seems to be getting worse every year. Last minute changes to the tax code, delayed tax software updates, workload compression and a shortage of experienced tax professionals continue to exacerbate what is already a grueling season for many accounting firms. Client fee pressures are forcing firms to figure out how to get more productivity out of their existing staff while not burning staff out and while still maintaining a high level of staff engagement. Yet some 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 webinar to learn how these firms are bucking the general trends and achieving growth and increased profitability.

At the conclusion of the webinar all registrants will receive a copy of the Keys to Success for Tax Automation and Outsourcing whitepaper. We hope you can join us for this informative session.

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Donny Shimamoto

IntrapriseTechKnowlogies LLC
Managing Director
donny@intraprise.us
(866) 737-9991 x7200

Intraprisetechknowlogies

Donny is the founder and managing director of IntrapriseTechKnowlogies LLC, an advisory-focused CPA firm specializing in organizational development and innovation management for small businesses, middle-market organizations, and nonprofits. Donny is a recognized thought leader and educator in the Accounting Technology, IT Risk Management, and Performance Management fields; his dedication to helping accountants and organizations leverage strategic technologies while proactively managing their business and technical risk is paramount.

Donny also serves as an outsourced IT and Innovation “Partner” and advisor for local and regional accounting firms and internal audit departments who lack in-house IT leadership and IT audit expertise. He helps with IT risk assessments and IT advisory services, developing firms’ innovation strategy, streamlining internal firm operations, and increasing staff proficiency with IT tools supporting client engagements and service delivery.

Donny is 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. Donny was recognized as one of the Top Thought Leaders in Public Accounting by CPA Practice Advisor from 2012 to 2018, Top 100 Most Influential People in Accounting (2013 & 2014 & 2017) 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.

 

About Our Presenter

Intraprisetechknowlogies
IntrapriseTechKnowlogies LLC (ITK) is a management consulting firm specializing in organizational development and business process outsourcing for small businesses and middle market organizations.