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Building the Premier Accounting Firm

Rewind : Technology And How It Applies In Accounting w/ Clayton Oates

Dec 14, 2024
53:57

Join us as we revisit this conversation from 2020!

Witnessing the evolution of accounting over the years has been very insightful.  Each change can be intimidating but, more empowering.  From paper to computer, software to the cloud, artificial intelligence (AI) to real-time and actionable information accounting remains relevant so what are we doing as an accounting profession to stay ahead of the curve?

Listen as Clayton and Roger discuss technology and it’s impact on accounting to the 6 areas of business the accounting needs to pay attention:

  1. Customer Relationship Management (CRM)
  2. Document Management
  3. Business Analytics
  4. Payroll & Human Resource (HR)
  5. Point of Sell / e-commerce
  6. Inventory Management

 

Your Host: Roger Knecht, president of Universal Accounting Center

Our Guest: Clayton Oates

Clayton is committed to helping Small Business, Accountants, Bookkeepers & Technology Companies to connect with each other (and the clients and customers they serve) to have a better life.

Clayton will inspire you! This (Ex) Accountant is living proof of how you can dramatically transform your life by helping others. A passionate and engaging communicator who draws on more than 25 years’ experience in the Accounting Technology Industry. During this time Clayton and his team at QA Business have educated more than 20,000 small business owners, operators, accountants, bookkeepers and consultants in utilizing technology to buy back precious time from their businesses. Clayton now devotes his time and energy in helping educate other Advisors around the world on how they can be the Difference Maker for their clients. Clayton has a unique style of presenting and you are going to love what he has to share. (Clayton is also a recognized Top Thought Leader in Accounting Technology by CPA Practice Advisor)

 

Sponsors:

Universal Accounting Center

  • Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

 

Offers:

Get a FREE copy of each of two book all accounting professionals should use to offer trusted strategic advisory services and get paid what they are worth.  These are must have additions to every accountants library to provide the value clients look for today:

 

Remember this, Accounting Success IS Universal.

Listen to our next episode and be sure to subscribe.

 

For more information on how you can apply these principles in your business please visit us at www.universalaccountingschool.com or call us at 801-265-3777

 

 

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