WEBINARS & SPECIAL EVENTS

Accounting Tech Doesn’t Have to Be Daunting

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Getting unstuck on the tech stack and how to use AI today.

By Seth Fineberg
Analysis & Commentary

You’ve probably realized by now that the accounting profession has reached an inflection point. Professionals’ trust in the vendors that create and distribute the essential technology they use is strained at best. And with automation once again at the forefront, the very nature of accountant tasks is up for debate.

LIVE CHAT: Watch or listen to the entire Flash Briefing here.

In short, we needed a non-sponsored, real chat with actual practitioners who, by all accounts, know what it’s like to be a tech-forward accountant. Moreover, they know that’s not what the profession is comprised of and, despite being innovative, have struggled with tech adoption over the years. This is what our recent Flash Briefing, “Getting Real: The Accounting Tech Decisions You Need to Make Today,” was all about.

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Mid-Year Tax Update with Bradley Burnett

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Mid-Year Tax Update
Colleague, what did you miss?

with Bradley Burnett, J.D., LL.M.

Thursday, June 15, 2023

8am PT, 9am MT, 10am CT, 11am ET
3 hours, 3 CPE, 3 IRS CE

REGISTER HERE

While you were taking tax season head-on and recovering from it, guess what happened? Over 500 court cases, 200 IRS IRB developments (including regs), 2,500 IRS rulings and other goodies came down.

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[WORKSHOP] Upgrade Your Client Base to Optimize Profits, June 8

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Join CPA Trendlines contributor Jean Caragher as she takes you step-by-step to upgrade your client base to optimize profits.

You will walk away with specific action steps to optimize profits by retaining your best clients, generating more “A” clients, and transitioning out your worst clients.

“How to Upgrade Your Client Base to Optimize Profits”

Thursday, June 8, 2023
1 pm – 2:40 pm ET
Early Bird Price: Only $99
(until midnight June 5, then $149)

REGISTER NOW

Learn More

Exclusive CPA Trendlines Savings:
Save 20% with code PRO20

Can’t attend on June 8? Register anyway to access the workshop recording and all deliverables.

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Facing Busy Season ’23: 99% of Accountants Suffer Burnout

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Webinar set to help yourself and your team.

By CPA Trendlines
via The Center for Transformation

Finding qualified talent has long plagued the accounting profession. However, with COVID-19 and remote work, the past three years have ushered in a new age of attrition and burnout.

The Value of Personal Resilience: What Accountants Need to Know

Tuesday, Jan. 17, 2023, 12 pm ET.

Cost: $10 for CPE/Free for no CPE

Click here to register or learn more

A July 2022 article in Accountancy Age explored a survey that showed 99% of accountants suffer from burnout, with 24% reporting medium-high to high levels of burnout.  Further, that burnout is generally listed as why many CPAs leave public accounting.

The survey, conducted by FloQast, a provider of accounting workflow automation software, and the University of Georgia, used the Maslach Burnout Inventory (MBI)—the leading measure of burnout and validated by more than 35 years of research—in an accounting setting for the first time. Using a 100-point scale, the survey covered three major areas of burnout: Emotional Exhaustion (EE), Depersonalization (DP), and low sense of Personal Accomplishment (PA).

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Lessons from Bob, the Pool Guy

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How to cut clients, raise prices, earn more and work smarter.

By Jean Marie Caragher
Capstone Marketing

It’s a hot topic these days. Accounting firms have more clients than they can handle and not enough people to get the work done. There are solutions, e.g., firing “D” clients and not accepting any new “D” clients. However, many CPAs still resist this process.

“How to Upgrade Your Client Base to Optimize Profits”

Thursday, June 16, 2022
10 -11:30 a.m. Eastern

Early Bird Price: $99. After June 13: $149
2 CPE Credits (United States only)

REGISTER HERE

This got me thinking about Bob (his real name), our pool guy. He has been our pool guy for over three years. Every Wednesday, like clockwork, he arrives to clean our pool, adjust the chemicals, and whatever else needs to be done. Bob is friendly and genuinely cares about our pool. My husband and I are very satisfied customers.

Bob recently turned 60 and is thinking about how he wants to run his business and spend his time. He’s making a few changes. Here are four lessons we can learn from Bob. READ MORE →