Introduction

What to Start Doing Today to Be Fully Prepared for Next Tax Season... and Beyond. 

A CPA Trendlines Flash Briefing

Hosted by Seth Fineberg of AccountantsForward for CPA Trendlines

TOP TAKEAWAYS

• Artificial intelligence.
• Work smarter, not harder.
• Managing tech expenses.
• The fast track to rapid adoption.
• Choosing the right tech for your firm's needs today and tomorrow.

YOUR PANEL OF EXPERTS

Chad Davis, CPA, CMA, Owner, LiveCA

Chad Davis is a CPA and a co-founder of LiveCA LLP in Canada. He co-hosted the AutomationTown podcast and has a weekly newsletter sharing solutions to common tech issues for accountants. He's also in his sixth year travelling full-time with his family in their RV across Canada and the USA.

Kellie Parks, CPB, Cloud Accounting Process and Automation Builder, Calmwaters

Parks is a Certified Professional Bookkeeper and Founder of Calmwaters Cloud Accounting. She is passionate about all things online accounting and apps that create a robust cloud accounting ecosystem. Parks is an innovator, adopting cloud financial technology for her own business in 2009, and in 2012, as soon as it came to Canada, Parks adopted QBO and has not looked back. She is QBO Advanced Pro Certified, Freshbooks Certified, Dext Certified, WagePoint Certified, QBTime Certified, a Hubdoc Advanced Partner, Plooto Partner, Ignition Partner, 17Hats Partner, Karbon Partner, PandaDoc Partner, Zoom Partner, Reply Partner, and an Acuity Partner.

Kenji Kuramoto, CEO, Founder, Acuity

Kuramoto is the Founder and CEO of Acuitywhich builds and maintains financial functions for innovative entrepreneurs. Through Acuity, he’s provided thousands of companies with a full range of financial solutions, from high-level strategic financial counsel through its fractional CFO practice, all the way to virtualized bookkeeping and tax services. Prior to Acuity, Kuramoto was the CFO of an Inc. 5000 tech company and worked in the assurance practice at Arthur Andersen.

YOUR MODERATOR

Seth Fineberg, Accountants Forward, CPA Trendlines Editor At Large

Fineberg has been an editor and journalist for over 30 years, the vast majority of which has been spent serving the accounting profession.

He has been the editor-in-chief at AccountingWeb and at Accounting Technology. He was also the technology editor at Accounting Today. His work has appeared in AdAge, The New York Times, Reuters, AiMarketing News, Fortune, CNN, B2B Magazine, Media Magazine, Revolution Magazine, Electronic Media, and Video Business.

Today, as an accounting and business-focused editorial manager and content strategist, he is one of the profession's leading analysts on the technology, trends, and winning growth and profitability strategies of tax and accounting firms and the technology companies that serve them.