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Free cpe webinars
Practice Priorities for CPAs in 2024


Cost Free
Presentation Length 1.0 hour

Recorded DateMay 16, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

According to accounting firms just like yours, 2024 will be the year to focus on client communication, workflow efficiency, and cybersecurity. Now’s the time to get started on your strategy for improving how your firm approaches these essential practice priorities so you can future-proof your practice. In this webinar, you’ll join three real-life CPA firms and receive actionable advice from each of the panelists to help you implement your own tech and practice management tools. 

Learning Objectives:

  • List which apps other accountants have their eye on to improve workflow efficiency in 2024 

  • Determine how Artificial Intelligence, automation, and integrations are crucial to optimizing accountants’ tech stacks and how they’ve helped with workflow management 

  • Identify how other CPAs are handling cybersecurity, including what their written plans and onboarding processes look like

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Carrie is a content strategist and content marketer with 10 years of experience helping clients achieve goals ranging from brand awareness to network building to audience engagement to lead gen. She specializes in diving into new subject areas and adding value to the team right away, as well as envisioning big-picture results and developing successful strategies to reach objectives.


Caleb Jenkins, EA, CQP

RLJ Financial Services
Finance Manager/Auditor/Tax Manager
(209) 538-7758

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Caleb has been featured in Accounting Today, CPA Practice Advisor, AccountingWEB, Insightful Accountant,, Modesto Bee, Central Valley Business Journal, Intuit Firm of the Future, Karbon Editions, and Receipt Bank among other news magazines.

Joe Woodard, a thought leader in the accounting industry said, "I believe Caleb is an incredible example of the next generation of QuickBooks ProAdvisors, and he has a very solid success story to tell around both his deep product knowledge and the way he leverages that deep knowledge to give back to others."​

As a Certified QuickBooks ProAdvisor, Caleb has also helped Christian Aid Ministries which does microfinance work with the working poor in developing countries. He has helped set up a specialized QuickBooks accounting system for their specific needs and continues to bring innovative technologies and ideas to help solve workflow problems and increase effectiveness for those in the field.


Karina Khatanova

Goldstein & Loggia
Administrative Manager

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Karina Khatanova is an Administrative Manager at Goldstein & Loggia located in Manalapan, New Jersey. 

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Nick is a graduate of Penn State with a Bachelor's and Master's in Accounting, he kickstarted his career at PwC, obtaining his CPA license and excelling in growing his accounting firm and career at Boscia & Boscia PC. Driven to excel, Nick acquired the prestigious Enrolled Agent (EA) license, becoming an expert in tax matters. Actively participating in ADP's Accountant advisory board, he championed technology integration to drive growth and efficiency in his firm. Inspired by life coach Tony Robbins, Nick values personal growth and impact. Eager to share career-learned tools, he helps others achieve their goals. An avid traveler, his insatiable curiosity enriches his journey.Nick's leadership catapulted his firm to new heights, leaving a lasting impact.

About Our Sponsor

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SmartVault offers secure, cloud-based document management and client portals specifically built for the unique security, compliance, and workflow needs of accounting professionals. Our automated workflows, integrations, and customization features allow you to create document workflows that work for you while providing confidence that your documents are always protected and secure.