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Small Business Owner
Discover how to leverage automation and AI to streamline processes, enhance client service, and drive growth. Whether you’re a solo practitioner or part of a small team, your tech stack plays a crucial role in achieving your firm’s goals. But firm size doesn’t dictate what technology you use. There’s no reason to struggle with the capacity restrictions and other challenges that outdated, ineffective, or unintegrated technology often brings. Technological advances mean that you can use the same tools — and get the same benefits — as regional and national firms.
Join Georgia Smith and Greg Hoss as they explore the world of technology for small accounting firms. During the webinar, they will guide you through the essentials of building a flexible and scalable tech stack and share insights on how to integrate innovative solutions that can transform your practice.
Learning Objectives:
- Identify the key strategic goals for your small accounting firm and how they impact your tech stack
- Evaluate the components of an effective tech stack, including tax compliance solutions, workflow tools, and data analytics
- List practical ways to incorporate advanced tech, automation, and AI into your firm’s operations
Georgia Smith
Wolters Kluwer Tax & Accounting
Technology Product Manager
[email protected]
(847) 580-5000
Georgia Smith has over 25 years of experience as a tax preparer and runs a small tax and bookkeeping business that serves individuals, small businesses and small non-profits. As a product manager for Wolters Kluwer Tax & Accounting North America, she is focused on small firms, creating the vision and strategy for the ATX product line.
Greg Hoss
Wolters Kluwer Tax & Accounting
Lead Technology Product Manager
(847) 580-5000
Greg Hoss is a seasoned professional with over 20 years of experience at Wolters Kluwer Tax & Accounting North America. As the Lead Technology Product Manager, he specializes in Firm Management products, with a focus on CCH Axcess Workflow. Greg’s career journey includes roles in support, training, and product management, providing him with a comprehensive understanding of the industry. His experience as a support and onboarding specialist has been instrumental in identifying pain points and needs of CPA firm end users.
- 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.
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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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About Our Presenter
Wolters Kluwer Tax & Accounting is part of Wolters Kluwer (WKL), a global leader in professional information, software solutions, and services for the healthcare; tax and accounting; governance, risk and compliance; and legal and regulatory sectors. We help our customers make critical decisions every day by providing expert solutions that combine deep domain knowledge with advanced technology and services.
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