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May 7, 2024

Tamera Loerzel will speak at BDO Alliance's EVOLVE 2024 on the topic Solving Staffing - Non-CPAs to the Rescue on May 7th:

The shrinking accounting pipeline and workforce shortage calls for real innovation in staffing models so we can continue to deliver an excellent client experience and support of our often-overwhelmed client-facing staff. Leading-edge firms are expanding their service lines to include new operational and client service personnel who break the traditional "admin" mold, participating directly in the client service and service delivery processes. Picture new team members who are planning ahead, projecting capacity, balancing resources, onboarding clients, gathering important client deliverables, loading client components onto portals, responding to client emails, and generally removing all work from your advanced-degree audit, tax, accounting, and advisory team members. In this interactive session we'll explore strategies for establishing a difference-making, non-CPA client team.

*This event is limited to BDO Alliance members. 

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