CPA firms are grappling with recruitment shortfalls and burnout while striving to help businesses grow and meet new challenges. Many firms have implemented technological investments to streamline their workflows, lower costs and deliver accurate results. Chris Mines is joined by Mark Stovel, CEO, and founder of CPA Firm Accelerator and fractional CFO of KP9 Interactive. They discuss how automation and AI can help businesses make meaningful gains, replace manual tasks, and be tailored to meet specific needs. Throughout the course, Mark explains how AI and automation are the gold standards of the CPA trade and how firms can educate themselves and reduce cybersecurity threats.
Some of the topics covered in this course include:
An outlook of the months and years ahead
The changing role of the CPA
How automation and AI can benefit small, medium, and large firms
How firms can vet and test different software
AI-enabled audits
Incentives to train and retain staff and more!