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How Firms Can Move to, or Optimize, Advisory Services

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United States , Dan Hood , Geni Whitehouse , Blake Oliver , Mark Koziel , Yvonne Scott , Diane Yetter , Randy Johnston , Dan Luthi , Donny Shimamoto , Sona Akmakjian , Nayo Carter Gray , Peter Wen , Jennifer Wilson , Sales Tax Institute , Network Management Group Inc , First Different Than Traditional Accounting Services , Accounting Meta Influencers , Global Head , Strategic Accounting Partnerships , Impactful Advisor , Than Traditional Accounting , Network Management Group , Allinial Global ,

Whitehouse: Automation and digitization means we won't have busy season in the future

Geni Whitehouse, who leads the Impactful Advisor, points to the progress of tax automation and business intelligence and says the time crunch will soon end. ....

Geni Whitehouse , Impactful Advisor , Tax Prep Software ,

The Frontier: Accounting firms need to stop putting their tech needs first as they adopt technology

In this installment of the Frontier, experts lament the lack of attention paid to the client experience amid all this technological progress. ....

Randy Johnston , Geni Whitehouse , Donny Shimamoto , Roman Kepczyk , Right Networks , Customer Experience Design , Six Sigma Black Belt , Impactful Advisor , Client Portals , Client Relations ,

Modern tools need modern mindsets to achieve potential

While technology has advanced, many of the mindsets surrounding it have not, which stymies its transformative potential for the accounting profession. ....

L Gary Boomer , Jim Woodard , Geni Whitehouse , Roman Kepczyk , Right Networks , Woodard Events , Scaling New Heights , Impactful Advisor , Gary Boomer , Boomer Consulting , Accounting Software ,

Training accountants on technology or training technologists in accounting: Which is better?

Whether to give accountants tech skills or technology people accounting education remains a live question among thought leaders. ....

L Gary Boomer , Withum Bourke , Geni Whitehouse , Jim Bourke , Joe Woodard , Roman Kepczyk , Right Networks , Firm Withum , Countless Of Communications , Gary Boomer , Boomer Consulting , Scaling New , Home Depot , Impactful Advisor , Practice Management , Accounting Education , Hardware And Software ,