Webinars

Get access to Roman Kepczyk’s playbook for implementing the right accounting tech stack and processes to guide your firm’s success with advisory services by watching our free, on-demand webinar, How the right accounting firm tech stack transforms CAAS.

Learn how to apply lean principles to transform the way your firm does business by watching our free, on-demand webinar, How lean processes transform today’s CPA firms, led by Roman Kepczyk, CPA.CITP, CGMA, PAFM.

Learn how to make the most of your tax season debrief sessions by watching our free, on-demand webinar, How to host your Tax Season 2022 debrief, led by Roman Kepczyk, CPA.CITP, CGMA, PAFM.

Gene Marks shares strategies to maximize the use of outsourced resources in the current labor market.

Gene Marks shares tactics and strategies for solving the workforce challenge of 2022: Attracting and retaining top talent in a competitive landscape.

Get Gene Marks’ advice on overcoming the challenges of rising business expenses and supply chain issues currently plaguing small business owners.

Learn how accounting peers responded to questions about tax workflow, digital vs. paper processes and more in Roman Kepczyk’s annual debrief of accounting’s longest-running paperless benchmarking survey.

Get Gene Marks' operational, economical, and political predictions for 2022, and how he's suggesting all small to medium-sized businesses should prepare.

Get a refresher course on cybersecurity, protecting critical business information, and more. Presented by Director of Firm Technology Strategy Roman Kepczyk, CPA CGMA.CITP and business owner Gene Marks, CPA.