Recent findings from the Accounting Firm Operations and Technology Survey showed that accounting firms of all sizes from Sole Proprietor up to the Top 100 rank Workflow Management as their #1 Technology concern in the next 3 years. As deployed technologies continue to advance, the way in which practices track a task or project from point of entry through point of delivery is also changing. Many firms have successfully made the leap to automated workflow tools and with that some best practices have emerged. This course will evaluate those best practices and demonstrate the improved efficiencies of automating repetitive tasks and process management for the firm. Saving both time and money while improving team collaboration and client communication.
Identify the top pain points of the accounting firm related to workflow, task and project management
Deliver best practices for implementation of workflow management to a firm
Demonstrate best of breed technology solutions for accounting firms in workflow automation
Understand how repetitive tasks and status update requests affect the productivity of staff
Create a solution for team collaboration that includes client notifications
IntrapriseTechKnowlogies LLC
Managing Director
[email protected]
(866) 737-9991 x7200
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 that 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 a 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.
HireAthena
Customer Success Manager
[email protected]
(619) 602-4821
Casey runs the Customer Success Team at Scalus, she spends her days helping their customers improve their workflows with Scalus. Before Scalus, Casey ran Sales & Onboarding at BackOps. She worked on defining and streamlining their processes to setup accounting & HR services for tech startups, therefore, is highly knowledge in this field.