DCPA2434. Leveraging Technology for Branding and a Better Client Experience

Hear from expert practitioner and CEO of One Stop CPA, Brian Davis, along with Chris Cromer, Director of Operations at CPA.com, as they discuss the technologies available to position yourself as a progressive firm for client and talent retention. They'll discuss how to position yourself as a tech-forward firm and tools you can use to create efficiencies, market yourself more effectively, and create a better experience for staff and clients.

Learning Objectives:

• Identify key technologies that can be leveraged to position a CPA firm as a progressive and tech-forward organization.
• Recognize tools and methods for effectively marketing a CPA firm by integrating modern technology solutions.
• Analyze strategies for utilizing technology to improve client and staff experiences within a firm.