This webinar will be held on Tuesday, September 22 at 2:00pm ET
Sponsor: Wolters Kluwer
Duration: 1 Hour
Join Mark McAndrew for a forward-looking discussion on how small accounting firms can align technology decisions with business goals, staffing realities, client expectations, and future growth plans. Mark will explore how firms can create a connected foundation for tax work, identify the next source of workflow friction, and add the right capabilities at the right time without overcomplicating the business.
Whether your goal is improving capacity, enhancing the client experience, increasing operational visibility, or creating more time for higher-value services, this session will provide a practical framework for making smarter technology decisions. Register today to learn how to build a firm that can adapt, grow, and thrive in the years ahead.
After attending this webinar, participants will be able to:
- Evaluate technology decisions through the lens of firm growth, capacity creation, and client service improvement.
- Identify the workflow friction points that have the greatest impact on efficiency, profitability, and staff effectiveness.
- Apply a phased framework for building a connected technology ecosystem that supports evolving firm needs.
| Program Level | Basic |
| Prerequisites | None |
| Field of Study | Information Technology |
| Advance Preparation Needed | None |
| Delivery Method | Group Internet-Based |
| Recommended CPE Credit | 1 Credit per 50-Minute Session |
| Registration Instructions | Register Online |
| Cost | Free |
| Complaint Resolution | rrogers@cpapracticeadvisor.com |
Presented by:
Mark McAndrew is Director of Product Management at Wolters Kluwer Tax & Accounting North America, where he leads strategy, roadmap, and growth initiatives for Firm Management solutions including CCH Axcess Workflow, Practice, and Client Collaboration AI. He focuses on helping accounting firms improve operational efficiency, staff utilization, and client experience through workflow automation, AI-powered solutions, and integrated firm management platforms.
Moderated by:
Isaac M. O’Bannon is the managing editor and digital content manager for CPA Practice Advisor, drawing on two decades of experience covering the areas of professional accounting, taxation, business productivity and consumer technologies. Prior to CPA Practice Advisor, O’Bannon was a consultant at firms in San Francisco, Denver and Tulsa, serving clients that included Logitech, Polycom, Hilti, Microsoft, the Stanford Research Institute, the University of Oklahoma’s College of Engineering and other technology leaders. He is a U.S. Navy veteran.
Wolters Kluwer fuels global commerce by enabling professionals in tax and accounting firms, governing authorities, and businesses of all sizes to grow, manage, and protect their business and their clients’ businesses. Expert solutions – in compliance, collaboration, internal and external audit management, corporate performance management and firm management – integrate deep domain knowledge with workflows to ensure compliance, improved productivity, effective management, and strengthened client relationships.
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 isaac.obannon@cpapracticeadvisor.com.
Sign in to get access to this free resource, and all of our whitepapers and reports.
Download this content today!
Register Now Already registered? Click here to Log In
