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Upcoming Event

CPA Sage Intacct Webinar


Transforming Your CPA Firm: Embracing Technology and Real-Time Financial Data

July 20, 2023   |   11:30am

CPA firms committed to growth and automating internal processes are leaving software that no longer meets their strategic financial management needs, such as QuickBooks, and embracing technology that will provide them with real time financial data and eliminate hundreds of hours of manual processes.

Our firm has solved these challenges and is now assisting other firms to do the same.

Join Geniene Scherer, CPA, MBA, for a 45 minute webinar where we will discuss how technology is reshaping accounting – now, and a peek into what is coming soon. We will also include a live demo of Sage Intacct, showing real time access at your fingertips to actual to budget data to the level you need, even by department and service line, and automate those transactional processes. The world is changing quickly and we must quickly pivot and adapt. Learn how your firm can take the next step with Sage Intacct, #1 in customer satisfaction by G2 and the only preferred provider of the AICPA.




Meet the Expert

Geniene Scherer, CPA | Senior Manager, Consulting & Advisory

Geniene provides leadership to her clients as they navigate process assessment, software evaluation, and strategic data and technology initiatives.

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