2022 Technology Roadmap



1pm CST


Daniel Moshe

Daniel Moshe

Daniel Moshe, founder and CEO of Tech Guru: Enlightened IT for CPA Firms, combines his passion for business and technology with finance and accounting to help modernize accounting firms and strengthen the entrepreneurial ecosystem.

About the workshop:

It can be overwhelming for a CPA firm to identify and prioritize the technology they need all by themselves, but you can get your firm in gear for the upcoming busy season with a technology roadmap outlined as part of this workshop. During the past busy season, you undoubtedly uncovered hurdles and inefficiencies slowing down your team.

During this engaging workshop, you’ll discover how to increase capacity and efficiency, modernizing and automating your firm for the upcoming busy season. By the end of the workshop, your technology roadmap should guide improvements in your firm’s technology, help you establish realistic tech strategies, and begin outlining an action plan for strategy implementation.