Webinar Details
Course Description
This educational session explores how progressive CPA firms are moving away from disconnected, redundant systems toward an optimized, best-of-breed technology stack with seamless integration between practice management and document management solutions.
Attendees will learn a strategic framework for evaluating their current technology landscape, identifying integration opportunities, and implementing a cohesive system that creates a complete, accessible client file across the firm.
What you'll learn:
- Understand the connection between fragmented systems and professional burnout for accountants
- Learn a structured methodology to assess your current technology ecosystem and identify integration gaps
- Explore best practices for creating a unified client file that eliminates redundancy and reduces administrative overhead
- Discover implementation strategies that overcome common adoption barriers and maximize team engagement
- See a live demonstration of seamless integration between practice management and document management systems
Join industry experts as we reveal how forward-thinking accounting practices are transforming their operations, reducing administrative burden, and creating more fulfilling professional experiences for their teams while delivering superior client service.
Learning Objectives
- Please refer to the learning objectives in the webinar description above.
Prerequisites
- None
Who Should Attend
CPAs, accounting/finance professionals at firms.
Advanced Preparation
None
Presenter Details
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Dirk Shimpach
- Founding Partner, CPA
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.
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David Owen
- President Workiro
Dave has over 20 years’ in IT and software, with a passion for delivering innovative solutions, fostering strong relationships, and leveraging experience to drive excellence.
NASBA Sponsor
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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.
Date & Time
CPE
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Webinars: CPE certificates will be accessible through your dashboard 1 hour after a webinar concludes.
Self-Study: CPE certificates will be accessible through your dashboard immediately after passing the qualified assessment.
For specific instructions on accessing your CPE, please see our FAQ section on our support page.
- Multiple Attendees on Webinars: Each attendee should register separately for the webinar. If more than 1 attendee participated from the same device, please contact us after the event to let us know. For group signups for paid events, please contact us.
Purchase options
Live Webinar
CPA Burnout Is Real: Reclaim Time, Reduce the Admin Drain, and Refocus on Clients
Sponsored by Practice ERP and Workiro
- Jul 8, 2025
- 11:00 AM EDT
- Credits: 1.00
FREE
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