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Becoming a Modern Firm: The 5 Stages of Development
March 26 @ 1:00 pm – 2:00 pm EDT
Free
1 CPE credit
Based on findings from the 2025 Accounting Firm Technology Survey of nearly 500 firms nationwide, this webinar introduces a data-driven framework outlining the five stages of modern firm development, and reveals what firms at each stage are doing differently across technology, security, and firm management.
Learning Objectives:
- Identify the five stages of modern accounting firm development and determine where their firm aligns within the framework.
- Compare technology, cloud adoption, and AI usage trends across development stages to benchmark their firm against industry peers.
- Evaluate key security safeguards including cybersecurity awareness training, mobile device management, and WISP practices, and recognize common risk gaps.
- Assess IT management models (in-house, outsourced, or hybrid) and determine which approach best supports modernization goals.
- Outline practical next steps to advance their firm’s productivity, security posture, and long-term growth strategy.
