How to Build Tech Stack Advice into Your Accounting Business [OnDemand]

October 15, 2019

As part of our Accountant Entrepreneur Series, join thought leader
Clayton Oates in October to learn about adding tech stack advice.

Original Date: Thursday, October 24th

Software Advisory done right can differentiate your firm in the marketplace and add tremendous value to your client relationship. However, with over 700 add-on apps to choose from, where do you start? And how do you discern the right tech stack for you to learn and recommend to your clients? This webinar is based on over 30 years of practical experience and key insights of those that have successfully implemented Software Advisory services in their firms, that you too can learn and implement.

You'll Learn:

How to filter the (over 700) apps marketplace to discern the right tech stack for your clients
The critical components necessary to create a strong and enduring partnership with software vendors.
How to understand the relationship models utilized by software vendors when working with accountant and how to choose which one is right for your firm to adopt.
Uncover what clients expect from their accountant when firms recommend software.

About the Speaker

Clayton Oates is an award winning and highly respected member of the Accounting | Bookkeeping and Technology Industries. He has been working in the Accounting Profession for more than 25 years. After starting his career as a Tax Accountant at PwC he went on to create and build a successful Software Advisory division in one of Australia’s leading Accounting firms. Today he devotes much of his time sharing his insights and experiences with Accounting professionals around the globe, inspiring others on how to embrace and implement technology in order to enhance quality of life for you and your clients.

QA Business provides independent IT Consultancy advice and systems to both Businesses and Accountancy Firms throughout Australia. For more than 20 years thousands of businesses have improved their business performance by using the services provided by QA Business. Today QA is recognised, by both clients and industry peers, as one of Australia’s leading business support companies.

Previous Video

Optimize your CAS Strategy: Business Model and Technology

No More Articles

How to Build Tech Stack Advice into Your Accounting Business [OnDemand]

About the Speaker

Previous Video

Other content in this Stream

Join Jason Blumer as he shares insights on implementing BILL's Spend and Expense tool within his own firm to enhance expense planning and mitigate risks of fraud and overspending.

Join Questian Telka, EA & Owner of ReQoncile Financials, for an insightful webinar on her experience leveraging technology as a bookkeeper to optimize pricing, maximize growth, and manage client work.

Join Jason Blumer and learn how to redefine your value as an accounting professional. This webinar will offer guidance on redefining how you think, how you feel, and how to put it all back in order.

In this webinar, Jina Etienne explores how of gender, ageism, and socio-economic factors that influence professional trajectories, impact workplace confidence and influence perceptions of success.

Join this webinar by Karl Ahlrichs to explore the leadership changes to implement now so you can encourage employee engagement and ensure equity in a hybrid environment.

In this webinar, Donny Shimamoto will help accounting firms and finance departments increase their value and adopt innovation strategies for artificial intelligence (AI), blockchain, and big data.

This webinar by Nicole Davis, CPA, helps guide accounting firms through the strategic shift from tax-centric practices to unlocking new value with Client Accounting Services (CAS).

Today's webinar will guide you through the process of developing a language of diversity that empowers you to engage in vital conversations about diversity and inclusion with confidence.

Join us for a demo of BILL Accounts Payable, and see how BILL's robust bill pay platform streamlines operations for accounting firms of all sizes.

The Value Spectrum can help you and your firm to more successfully create and sustain loyalty, and therefore accomplish stronger growth.

In this webinar, Jason Blumer will discuss how to approach automation, why it's important, and what automation can give to firm entrepreneurs.

Donny Shimamoto's webinar will walk through creating an innovation strategy and developing a plan for modernizing the way you provide accounting services with the latest accounting technologies.

In this webinar, Amy Vetter will discuss how embracing emerging technologies can improve company culture, allow for self-discovery and enable lasting relationships with both staff and customers.

In this presentation, we’ll share a step-by-step approach and best practices that will help you recommend scalable payment options for your clients.

During this interactive webinar, Jina Etienne will delve into the psychology behind inclusion, uncovering the deep-rooted principles that drive it and the factors that can either nurture or hinder it.

One of the most versatile skills in your toolkit that can be applied to nearly every client situation is using the business development conversation to go from initial rapport to valued relationship.

Join Laura Redmond for a webinar discussion on proper controls that accounting firms can put in place for their clients or you can put into place today to protect your business against fraud.