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How to Serve Clients' Technology Needs in the Next 5 to 7 Years

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How to Serve Clients' Technology Needs in the Next 5 to 7 Years How to Serve Clients' Technology Needs in the Next 5 to 7 Years 1 What DO Clients Want? AND What Are You Going To Do About It? Copyright © 2020 K2 Enterprises, LLC. Reproduction or reuse for purposes other than a K2 Enterprises’ training event is prohibited. 2 What DO Clients Want? • Accurate compliance work –Tax, Audits, Comps or Reviews • Bookkeeping, controllership or outsourced CFO – Client Accounting Services (CAS) • Business advice – Client Advisory Services (CAS) • BTW, CaaS (Client Accounting and Advisory Services) is a better term • Specialty – Family Office, Litigation, Valuation, Wealth Management • What do you think? Copyright © 2020 K2 Enterprises, LLC. Reproduction or reuse for purposes other than a K2 Enterprises’ training event is prohibited. 3 What About Randy? • 40+ years of technology experience, top rated speaker for over 30 years • Top 25 Thought Leader in Accounting 2011‐2020 • 2004‐2020 Accounting Today 100 Most Influential in Accounting for seventeen years • Inducted Accounting Hall of Fame, Feb 2011 • Monthly columns on technology in CPAPractice Advisor • Published author of six books, From Hutchinson, KS • [email protected] or [email protected] • 620‐664‐6000 x 112 Copyright © 2020 K2 Enterprises, LLC. Reproduction or reuse for purposes other than a K2 Enterprises’ training event is prohibited. 4 What About NMGI? • NetCare –National CPA support services for total network management • NetRescue –Backup Appliances and web‐based backup • Boutique Technology and Business Continuity consulting • CPA Firm Technology Assessments, Paperless Consulting • Accounting Software Selection (ERP, BI, HR, SaaS, CRM) • Awards ‐ CRN top 100, MSPMentor top 100 Copyright © 2020 K2 Enterprises, LLC. Reproduction or reuse for purposes other than a K2 Enterprises’ training event is prohibited. 5 About K2 Enterprises • Provides live and on‐demand Continuing Professional Education (CPE) in 48 U.S. states and in Canada • Largest provider of technology‐focused CPE for accountants and financial professionals in North America • Services Offered • Live in‐person presentations (conferences & seminars) • Webinars • On‐site training • On demand self‐study materials • www.k2e.com for more information Copyright © 2020 K2 Enterprises, LLC. Reproduction or reuse for purposes other than a K2 Enterprises’ training event is prohibited. 6 K2 Enterprises Web Sites –No Tracking (75% of all web sites do!) • www.k2e.com ‐ CPE Info • www.CPAFirmTech.com –CPA Firm Info • www.AccountingSoftwareWorld.com –Accounting Software Info • www.TotallyPaperless.com –Paperless Info • https://www.youtube.com/user/K2Enterprises ‐ The K2 Enterprises YouTube channel with over 200 free technology training videos Copyright © 2020 K2 Enterprises, LLC. Reproduction or reuse for purposes other than a K2 Enterprises’ training event is prohibited. 7 Learning Objectives Upon completing this session, you should be able to: • Create a transformative plan for your firm • Select remote technologies from a list • Differentiate between products that are ready to implement and those that need time • Differentiate between communication and collaboration tools • Create a remote work plan • Identify leading emerging technologies from a list that can help your firms and clients Copyright © 2020 K2 Enterprises, LLC. Reproduction or reuse for purposes other than a K2 Enterprises’ training event is prohibited. 8 Topics • Client demands for new/enhanced services • Should your IT be hosted or on‐premises? • Legacy applications versus new generation solutions • Practice management • Workflow, scheduling & documents • Robotic Process Automation (RPA) • Business development • A Brief Introduction to Advisory Copyright © 2020 K2 Enterprises, LLC. Reproduction or reuse for purposes other than a K2 Enterprises’ training event is prohibited. 9 CPA.com Accounting Profession Megatrends, 2021 EXPECTATIONS Secure Access Service Edge (SASE) AI Cloud Services Responsible AI Machine Learning Remote Work Adaptive ML Solutions Data Lakes OCR Cloud Computing Private 5G IoT Predictive Analytics Blockchain Crypto-Assets Peak of Innovation Inflated Trough of Slope of Plateau of Trigger Expectations Disillusionment Enlightenment Productivity TIME Source: 2021 CPA.com Identified Megatrends Plotted on the Gartner Hype Cycle Framework 11 Benefits To Innovators Copyright 2019, Randy Johnston, Emerging Technologies 12 Leading Edge – Emerging Technologies Computing Physical World • Hardware & Technology • Quantum dots • Big Data / Data Science • 5G • Machine Learning (ML) • Lidar • 3D printing • Artificial Intelligence (AI) • Voice user interface (VUI) – Audio • Blockchain Intelligence (AI) • Virtual Reality (VR) and Augmented • Cryptocurrency Reality (AR) • Robotics – SAM100 Bricklaying robot for • Cognitive Computing (CC) masonry construction • Bots – Facebook, bots • Drones and self driving vehicles (AVs) • CopyrightQuantum 2019, Randy Johnston,Computing Emerging Technologies (QC) 13 Steps To Leverage Transformative Technologies Copyright 2019, Randy Johnston, Emerging Technologies 14 Robotic Process Automation (RPA), Machine Learning (ML), And Artificial Intelligence (AI) • Microsoft Power Automate • Auto‐entry of expense reporting • XCM with Zoho Expense • Botkeeper • Zoho Intelligent Assistant (Zia), 10 years in the making • Crowe K1 Analyzer available from Thomson Reuters • Vic.ai • QuickBooks Online • MindBridge • Receipt Bank Streamline • See also session on workflow & automation, Emerging Technology Copyright © 2020 K2 Enterprises, LLC. Reproduction or reuse for purposes other than a K2 Enterprises’ training event is prohibited. 15 Review Question Which of the following are emerging technologies? A. Robotic Process Automation (RPA) B. Machine Learning (ML) C. Artificial Intelligence (AI) D. All the above Copyright © 2020 K2 Enterprises, LLC. Reproduction or reuse for purposes other than a K2 Enterprises’ training event is prohibited. 16 Review Question ‐ Answer Which of the following are emerging technologies? A. Correct. Robotic Process Automation (RPA) B. Correct. Machine Learning (ML) C. Correct. Artificial Intelligence (AI) D. Correct and the best answer. All the above Copyright © 2020 K2 Enterprises, LLC. Reproduction or reuse for purposes other than a K2 Enterprises’ training event is prohibited. 17 And How Do We Select Current and Emerging Technology Wisely? And That’s the $64 Million Dollar Question! Copyright © 2020 K2 Enterprises, LLC. Reproduction or reuse for purposes other than a K2 Enterprises’ training event is prohibited. 18 Client Needs Should Drive Firm Business Plans And Client Client Offerings Offering • Gale Crosley suggests “Riches are in the niches” • Have you surveyed your client base? Firm Plans • What is not available in your market? • Can you offer this service profitably? • Can you learn from others in your Client Needs association? • What skills do you have internally? • What does your firm like to do? Copyright © 2020 K2 Enterprises, LLC. Reproduction or reuse for purposes other than a K2 Enterprises’ training event is prohibited. 19 Level One Steps To Develop An Innovative Offering • Discuss common client needs with peers • Do market research throughout the process • Proactively schedule client discovery meetings to ask about their needs. Schedule one or two meetings per week • Determine how many other clients have similar needs • Create a menu of services and a fee schedule • Approach some of the clients with the new offering • Refine the offering after completing 3‐5 engagements • Market the offering inside your client base and then externally Copyright 2019, Randy Johnston, Emerging Technologies 20 Vision Of Current CPA Firm Technology Large Publisher Small Publisher • Legacy Tax –ProSystem fx Tax, • AccountantsWorld UltraTax CS, Lacerte • Drake, ProSeries, ATX • Suite • Best of Breed • Wolters Kluwer (CCH Practice • Doc.It, Conarc iChannel Management, CCH Scan, CCH Engagement, CCH Document) • TPS, OfficeTools, Practice Engine • Thomson Reuters (Practice CS, • CaseWare FileCabinet CS, Engagement CS) • ShareFile Portal • QuickBooks desktop and Online • SurePrep, GruntWorx • XCM • Checkpoint Edge (was RIA) Copyright © 2020 K2 Enterprises, LLC. Reproduction or reuse for purposes other than a K2 Enterprises’ training event is prohibited. 21 Technology Choices –A Vision To Come New Single Publisher App Suites New Best of Breed Applications • Wolters Kluwer CCH Axcess • CPA.com • Wolters Kluwer CCH iFirm • Dynamic Audit Solution (DAS) • OnPoint PCR • Thomson Reuters Onvio • .cpa top level domain • Intuit ProConnect Tax • TPS Cloud Axis • CaaS tools (accounting/advisory) • RPA tools • Next Gen Portals Copyright © 2020 K2 Enterprises, LLC. Reproduction or reuse for purposes other than a K2 Enterprises’ training event is prohibited. 22 .CPA Domains • CPA.com has been awarded the “top level domain” (TLD) for .CPA • So instead of registering BFTCPA.com, Brian can now have just bft.cpa • And his e‐mail can be [email protected]! • Limited to CPA credential holders only (AICPA membership not required), registration will be around $225/yr., 2‐4 letters more • CPA license verification will be required of all registrants • Final registration will take place in early 2021 • More information: https://www.cpa.com/dotcpa Copyright © 2020 K2 Enterprises, LLC. Reproduction or reuse for purposes other than a K2 Enterprises’ training event is prohibited. 23 CPA Firm Tech ‐https://www.cpafirmtech.com/ Copyright © 2020 K2 Enterprises, LLC. Reproduction or reuse for purposes other than a K2 Enterprises’
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