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 •
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[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.