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This is part of the VSCPA's Tech Talk Series.
Are you a tech-novice or looking for a new technology solution? Join us for interactive bi-monthly Tech Talks. Learn from the experts and your peers about technology issues impacting the profession and solutions to benefit your organization. We will offer technology demos, member success stories (or failures) and tech hot topics. This is your opportunity to ask your most burning technology-related questions or concerns.
Technology is changing the way CPA firms do business. Successful accountants are becoming trusted business advisors, not only tax preparers.
Center for Innovation partner, Oodles LLC has the Complete Advisory Solution that will transform your business, engage clients year-round, and help you achieve your goals. The Complete Advisory Solution provides targeted strategies in advising services that will position you as an industry leader. Join us for this Tech Talk demo to learn more about the tools you need to provide valuable advisory services.
This is a FREE informational session and does not qualify for CPE credit.
Practitioners hear a lot about transforming their practice to deliver more advisory services with the result being more value-added services. Becoming a trusted business advisor creates year-round engagement that will help your clients thrive and generate additional revenue. But CPAs have struggled to find the right tools to enable this transformation.
It’s important to provide consistent, replicable, and client-driven advisory services. Insightful and innovative services will distinguish your practice and energize your future. Prospects will see your firm as a better choice.
The Complete Advisory Solution (CAS) from Oodles™ is the software solution that enables you to provide valuable advisory services with consistent results. CAS transforms your business model and expands your capacity for growth and profitability, while meeting more of your clients’ needs. Everybody comes out ahead.
This program demonstration includes features of The Complete Advisory Solution that highlights the types of services that you can provide to current and prospective clients using proven methodology.