Innovation Awareness (On Demand)

Donny Shimamoto

Innovations in audit are constantly evolving in the areas of automation technologies, artificial intelligence, blockchain, data analytics, and data visualization. This course provides an overview into the current and upcoming capabilities in each of these areas. This course was designed for auditors and people supporting the audit process to enable them to identify opportunities to leverage these technologies and techniques … Read More

Vitalities and Strengths to Equip You for Busy Season 

Donny Shimamoto

Stress is synonymous with the accounting profession, and anxiety is a common mental health issue experienced by many. Coupled together, excessive stress and anxiety in the workplace can cause a drop in performance, missed workdays, poor productivity, disengagement, and physical and mental health issues. It’s an uncontrollable spiral. Stop the cycle, take back control of your mental health, and return to the person and work you love.

Cryptocurrency Taxation: Nuts, Bolts and Tax Law Updates

Shehan Chandrasekera

Blockchain technology and cryptocurrencies such as bitcoin and ether are two trending topics in the fin-tech world. In this self-study course gain a high-level, non-technological understanding of the history of cryptocurrencies and the taxation of common cryptocurrency related transactions.

Business and Boundaries for Better Time Prioritization and Work-Life Balance

Kiera Speed

Let’s face it, intent matters, and if you don’t have a good business culture or are taking care of your team, it’s not just your people feeling the impact, it’s also your organization’s overall performance that takes the hit. Personal sustainability is important not only for the business professional, but for the organization as well. Come learn the impact positive leadership styles can have on an organization from its people to the bottom line and how to establish clearer boundaries for better time prioritization and work-life balance.

Critical Steps to Raise Your Rates Without Losing Clients​

Loren Fogelman

Be prepared to roll up your sleeves and apply your brainpower to some new, more effective ways of thinking about how your business creates value for your clients and dive into the many different ways to set new rates which reflect your value.

Boost Your Accounting Firm’s Revenues with Advisory Services

Loren Fogelman

Maybe you’ve considered advisory services but are unsure how to shift from compliance services. Even if you realize the value of advisory services, you’re busy with day-to-day tasks. Lack of time prevents you from moving in this direction. We’ll share proven tips to lighten your workload. Imagine increasing your monthly client revenues by 50% with minimal extra effort. If that interests you, consider adding advisory services to your list of client services.

Cybersecurity for the Small Tax Firm​

Donny Shimamoto

The growing risk of tax identity theft and increase in hackers targeting firms offering tax services makes it even more important for tax practitioners to revisit their cybersecurity/information security policies and procedures.

ChatGPT: Accountant’s Friend or Foe

Center For Accounting Transformation

Artificial Intelligent (AI) Chatbots like ChatGPT have taken the world by storm. With over 100 million users in less than two months, it is the fastest-growing computer application to hit the world, EVER! It continues to grow exponentially not only in number of users, but in its power and flexibility.

Leveraging ChatGPT: Unleash the Power

Center For Accounting Transformation

You’ve heard about it. You, your staff, and your clients have started to use it, but how do you apply this powerful to serve you in the daily operations of your business. I hear it saves time, it amplifies effectiveness, and it can be a springboard for inspiring amazing ideas, IF you learn to ask it questions (prompts) that take advantage of its potential.

Business Continuity Planning for Non-Techies​

Donny Shimamoto

One of the best ways to mitigate ransomware risk is to have a good Business Continuity Plan (BCP) in place. Come join us and learn how to create a BCP for your firm or to validate that your current BCP addresses key risk areas and leading practices.