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New Year, New Firm: Preparing for 2025

 

Group 1171276826 (1)
Webinar: January 28th, 2pm ET

Is Your Firm Prepared to Thrive in 2025?

The accounting landscape is changing faster than ever. To stay competitive, firms must embrace digital transformation, prioritize their needs, and anticipate key industry trends. Join us for an exclusive roundtable session featuring industry experts and interactive discussions designed to equip your firm for success.

What You’ll Learn:

  • How to Build a Future-Ready Firm: Discover the must-haves for a modern, thriving digital practice, from streamlined workflows to tech-savvy teams.
  • Avoiding Common Pitfalls: Learn how to prioritize quality over quantity, simplify your tech stack, and avoid replicating outdated processes with digital tools.
  • Key Trends for 2025: Get ahead of the curve with insights the rising demand for financial advisory, sustainability, and more
  • Using Technology to Solve Recruitment & Retention Challenges: Explore how automation, cloud tools, and advanced training can empower your team and attract top talent.

Don’t miss this opportunity to position your firm for success. Register now and step into 2025 with confidence.

Complete the form below

Speaker section

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Rachel Fisch, CPB

General Manager, North America, Dext

Rachel Fisch is a Canadian entrepreneur and prehistoric adopter of cloud accounting. She is Dext's General Manager for North America, empowering accountants and bookkeepers to automate their firms with AI.

Rachel has 30 years of experience in bookkeeping and accounting. She previously served as National Bookkeeping Lead for Deloitte Canada, was the Accountants Group Leader for Sage Software, and led growth at a US based firm. Rachel is known as an accounting technology expert and advocate in North America; for predicting where the market is heading. She takes a strategic approach to accounting software and applications, and understands how to position their features for a global market.

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Aynsley Damery

CEO + Founder, Clarity

Aynsley is a chartered accountant, ex KPMG and former founding partner of Tayabali Tomlin, Accounting for Entrepreneurs - a multi award-winning accounting firm that specialized in business advisory. He sold that firm to Crowe in 2018.

He is the founder and CEO of Clarity - an end-to-end business advisory suite for accountants, that can help firms introduce and create a profitable, repeatable and scalable business advisory service.

Aynsley is considered one of the most influential accountants in the UK on social media and is a regular international keynote speaker.

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Carla Caldwell

Founder, Caldwell Consulting & Training LLC

Carla Caldwell, founder of Caldwell Consulting & Training, strategically guides accounting teams to become a modern practice.

She works with business owners (especially non-profits) to bridge the gap between growing business and specific accounting solutions. Carla also helps accounting and bookkeeping firms implement the tools that help them be more successful - from value pricing and process development to the apps that support their systems.

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Kellie Parks, CPB

Founder, Calmwaters Cloud Accounting

Kellie Parks, CPB, is an ardent devotee of online accounting platforms and all the apps that create a robust cloud accounting ecosystem. Kellie is an innovator, adopting cloud financial technology for her own business in 2009, and in 2012, as soon as it came to Canada, Kellie adopted QBO and has not looked back.  QBO Advanced Pro Certified, Freshbook Certified, Dext Certified, Hubdoc Advanced Partner, WagePoint Certified, QBTime Certified, Plooto Partner, Ignition Partner, 17Hats Partner, Karbon Partner, Pandadoc Partner, Zoom Partner, Reply Partner, Acuity Partner.