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View Details/Register
CPA - medium firm
Achieving consistent efficiency and maximizing technology utilization are essential for accounting firms looking to excel. Join us for this webinar that brings to life the vital connection between technology and process improvement. Discover practical strategies to streamline operations and enhance accuracy using advanced accounting systems like UltraTax CS and SurePrep.
Through this webinar you'll learn how to optimize workflows, ensuring your firm operates at its highest potential. Gain actionable insights to ensure your accounting practice operates at peak efficiency, delivering exceptional client service and driving growth.
Learning Objectives:
- Summarize the critical link between technology utilization and process improvement in accounting practices
- Identify common inefficiencies in accounting workflows and strategies to streamline operations using advanced software solutions
- List practical techniques to enhance accuracy and efficiency during tax season and beyond, leveraging tools like UltraTax CS and SurePrep effectively
Drew Luehm
Thomson Reuters
Solutions Consultant
[email protected]
Drew Luehm has been with Thomson Reuters for 17 years as a support representative, trainer, and solutions consultant. He specializes in the tax products: UltraTax, Fixed Assets, Planner, and SurePrep. Drew holds a bachelor’s degree in Political Science from Eastern Michigan University where he was a member of the Honors College.
Amanda Wilkie, PMP
Boomer Consulting, Inc.
Consultant
[email protected]
(785) 537-2358
Amanda has spent almost 18 years driving change and process improvement through innovative technology strategies in accounting firms of all sizes. She has held strategic leadership positions in firms ranging from the top 50 and the top 10, and regularly speaks and writes on emerging technologies and their impact on the profession.
Scott Keil
Thomson Reuters
Senior Solution Consultant, Tax Workflow
[email protected]
(800) 968-8900
Scott has been working as a Solutions Consultant with Thomson Reuters since February of 2019. His primary focus has been delivering interactive/personalized demonstrations geared towards our tax and firm management solutions. He currently resides in South Lyon, Michigan with his beautiful wife Elizabeth and their four-year-old son/monster Bennett.
- To receive CPE credit, you must register for the webinar before it starts.
- CPE is available to all eligible participants within 24 hours of each webinar.
- To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
NASBA Approved
CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
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