Future-Proof Your CPA Firm
Join Us for a Live Webinar
Discover how modern CPA firms are building stronger operational
foundations through centralized systems and real-time insights.
Sign up today and we’ll save you a seat—plus, earn CPE credits for attending!
Learn from industry experts
Join our panelists for a discussion and Q&A about how they’ve created winning strategies at their firms.
Who Should attend?
Firm Owners, Managing Partners & Firm Administrators
If you are a firm running on multiple systems and looking to gain efficiency, take your firm to the next level.
Learning Objectives
- Identify the importance of real-time data in decision-making and its impact on firm performance.
- Explore how ERP systems can provide immediate insights and improve access to crucial financial information.
- Recognize KPIs that are vital for measuring success and how to track them efficiently.
- Discover practical strategies for overcoming challenges in utilizing real-time data to drive effective decision-making.
Tim Moy
Managing Partner, CPA, CGMA
MBE CPAs
Since 2000, MBE has grown from two professionals to over 125. Before MBE, Tim worked with several established CPA firms and as a controller for construction, retail, and hospitality firms. Tim has also been on the board of successful startups in manufacturing, technology, retail, real estate, and professional service firms.
Dirk Shimpach
Founding Partner, CPA
goVirtualOffice
A former Controller, Financial Analyst and CPA, Dirk spent over a decade in business management roles. This allows him to quickly understand opportunities for improvement across all business departments from sales and marketing to finance and operations. He has over 20 years in CRM, ERP and Accounting software.
Earn CPE Credits
Metrics That Matter
Identify what metrics matter and how to measure them effectively.
Leverage Automation
Find opportunities to leverage automation as well as technology to improve visibility and efficiency in your firm.
Drive Profit
Identify the steps your firm should take to leverage your human capital, brand capital, and financial capital.
CPE Credits: Encoursa
Program Description: Find out the importance of centralizing your data to improve operational efficiency, the use of automation, and how to make data-driven decisions using the metrics that matter. Align your team and break down barriers to foster a better culture and efficiency that leads to being a more profitable firm.
We will outline the high-level benefits of an ERP and how to increase efficiency, compliance, and enhanced client service.
Next, find out how to position your firm to acquire or get ready to sell by providing transparency in your business data.
Subject Area:
Business Management & Organization
Course Level: Basic
Instruction Method: Live event
Prerequisites: None
Advanced Preparation: None
Series: No
Webinar Length: 1 hour
CPE Credits: 1 credit
Cost: Free
Refund Policy: Non-refundable
CPE Provider Statement:
Encoursa is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBAregistry.org.
Sponsored by PracticeERP & Oracle NetSuite
The Upstream Leader Podcast
The Upstream Leader’s Heath Alloway catches up with Tim Moy, the Managing Partner of MBE CPAs, and Dirk Shimpach,
the Partner and Founder of goVirtualOffice, to discuss the relationship between an ERP system and firm data to guide
critical decisions and results, resource planning, and helping team members become better professionals.