This webinar was held on Thursday, October 6, 2022.
Duration: 1 Hour
Serve all your clients by adding new automation.
In this panel discussion, you will hear from three industry thought leaders who share practical tips for building or expanding an existing Client Advisory Service (CAS) practice using technology in key areas. Clients are demanding services not only in basics like GL and payroll, but also in other areas of sales tax compliance. Whether you’re exploring how to start or seeking guidance on accelerating growth with new service lines like sales tax compliance, this session can offer new and useful insights.
Join us and learn:
- The benefits of building or expanding a CAS practice for firms of all sizes
- Understand some of the common pitfalls and best practices
- The benefits of automation available now to help make a profitable CAS practice
Program level: Basic (no prerequisites required).
Field of Study: Sales Tax
Sona Akmakjian is a certified California CPA with 28 years of experience in transnational tax services and automation. Experience includes working for state agency administering sales and use taxes, Big Four accounting firm, tax software company and mid-market consulting firms. Sona has strong skills in areas such as strategic alliances, executive collaboration, M&A due diligence, project and product management with deep industry experience across multiple market segments including specific focus in enterprise segment.
Amy Vetter, CPA.CITP, CGMA, is the CEO of The B3 Method Institute, a keynote speaker, a corporate board member, and the host of The Breaking Beliefs podcast. She is the author of Integrative Advisory Services: Expanding Your Accounting Services Beyond the Cloud, published by Wiley and Business, Balance & Bliss: How the B3 Method Can Transform Your Career and Life. Amy is a transformative speaker on leadership, employee engagement, company culture, business transformation, and technology innovation. Amy has been named multiple times as one of the “Most Powerful Women in Accounting” by the AICPA and CPA Practice Advisor and recognized as a “Top 100 Most Influential Person” by Accounting Today. Amy shares her accounting and business insights as a contributor to AICPA’s Journal of Accountancy, Accounting Today, and CPA Practice Advisor. Learn more at www.amyvetter.com.
Deneen Dias is the VP of Growth & Strategic Relationships at Botkeeper focused on inspiring firms to become a firm of the future by utilizing Artificial Intelligence & Cloud Technology to transform their accounting practices. Deneen has a keen interest in helping firms create fast growing, profitable new revenue lines by focusing on process automation & innovation. She facilitated the CPA.com Digital CAS Roadmap Workshop for years and has consulted with hundreds of firms on how to build a Client Accounting & Advisory practice. Deneen has spent the last 15 years strategizing with firms to evaluate, implement, and leverage technology to improve internal processes as well as enhance their client accounting relationship. She is a frequent speaker at conferences such as CPA.com Digital, Boomer, Rainmaker, ITA, BDO Alliance, LEA Global and with other accounting associations and alliances as well as host of “On The Edge” Botkeeper podcast.
Gail Perry is the editor-in-chief of CPA Practice Advisor. A veteran of accounting journalism, she also speaks at many accounting events, trade shows, and webinars. Gail is the author of over 30 books (including Mint.com For Dummies, The Idiot’s Guide to Introductory Accounting, and Surviving Financial Downsizing: A Practical Guide to Living Well on Less Income), and she maintains a small tax practice. Gail is a graduate of Indiana University where she earned a bachelor’s degree in journalism. She returned to school to study accounting at Illinois State University, earned her CPA, and worked for Deloitte in Chicago for several years as a state and local tax accountant. She has taught introductory accounting and personal finance courses, and she is a former computer applications instructor at the Indiana CPA Society. Gail is a member of the AICPA’s PFS Credential Committee.
This FREE online webinar is a continuation of CPA Practice Advisor’s mission to provide unbiased, independent information on technologies available to practicing public accountants and tax professionals.
Special thanks to our sponsor for supporting this educational session:
Avalara is a team of tax experts and technologists behind one solution for your accounting firm. We live and breathe sales tax and license compliance. We help firms confidently and efficiently provide compliance services to their clients.
From independent operators to midsize businesses and Fortune 100 companies, more than 30,000 customers choose Avalara for tax compliance tools scaled to their needs. You’ll find Avalara all around the world helping accounting practitioners, and their clients, prepare for growth in the global market.
CPA Practice Advisor 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: https://www.nasbaregistry.org/. For more information regarding administrative policies please contact Isaac O’Bannon at firstname.lastname@example.org.