Be open to change: Three takeaways from Digital CPA 2020
Summary
In Serving Clients Beyond the Pandemic hosted by CPA.com’s Kacee Johnson, it was pretty clear from all the panelists that key initiatives like moving to the cloud were accelerated in 2020 by at least five years. My takeaway here is if you’re not on a shared ledger and it takes three passwords just to access the numbers, you’re not impressing in the post-COVID world of client accounting services. Tom Hood, of the Maryland Association of CPAs, specifically called out the role of technology partners like Xero in moving client accounting services forward. I talk about some of the technology trends Tom mentioned – like machine learning and robotic process automation – and how we de-risk projects across service lines in my own podcast with Digital CPA. The Digital CPA event is not about passively receiving what may seem like an endless amount of technology news and advancements for client accounting services.
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