Compliance with standards is paramount to your success as an accounting professional – it’s a must. But do you ever wonder if ensuring compliance might be impacting your bottom line or your ability to better service clients? Whether it’s time spent on additional work to make you feel confident that you are in compliance, chasing required information from clients or administrative tasks, many firms may not realize the time and efficiency they lose along the way.

Join Matt Towers, Product Marketing Manager at CPA.com, to learn strategies for improving realization rates on your prep, comp and review engagements while maintaining compliance as a top priority.
In this session you will learn how to:

• Reduce the effort of incorporating guidance into your methodology


• Establish a better workflow for client collaboration


• Leverage technology like OnPoint PCR to effectively manage and secure engagements


• Evaluate your current process to identify your biggest opportunities for improvement