Elevate your CPA skills
in the Digital Age
Welcome to Higgins Advisory, LLC! We’re your trusted partner for developing expertise in digital tools designed for CPA professionals. Whether you’re looking to up-skill yourself, your team, or guide your firm or business through a digital transformation, we have you covered.
CPA Digital Skills Educational Programs
Digital skills are increasingly important for CPAs as the accounting profession evolves with technological advancements. We offer a wide range of educational programs. These programs cover a range of topics, from data analytics and cloud accounting to cybersecurity and software proficiency.
CPA digital skills courses
Emerging Technology Trends
• ChatGPT: What Every CPA Should Know
• Integrating ChatGPT Into Your Client Advisory Services (CAS)
• Blockchain Technology: What Every CPA Should Know
• Bitcoin Fundamentals – What Every CPA Should Know
• ChatGPT Bootcamp for CPAs with John Higgins
• Ethics of AI: A CPAs Guide
• Technology Trends Update for CPAs with John Higgins
• Cryptocurrency 15 Years Later – A Market Update with John Higgins
• Integrating ChatGPT Into Your Client Advisory Services (CAS)
Microsoft 365
• How To Use Microsoft 365 Forms to Create Online Surveys
• Simplify Outlook Meeting Scheduling with Office 365 Bookings
• Engagement Management with the Microsoft 365 Planner App
• Microsoft 365 Deployment Best Practices
• Microsoft Outlook Must Know Email Tips
• Microsoft Teams Features Every User Should Know
• Microsoft 365 Application Lightning Round Review
• Microsoft Teams Deployment Best Practices
• Synchronize Files to the Cloud with OneDrive and SharePoint
• Using Microsoft Teams to Host Virtual Meetings Online
• PowerPoint Advanced – Take Presentations from Good to Great
• PowerPoint Fundamentals – Create Engaging Presentations
• OneNote – Mastering Organization of Your Notes & Correspondence
• Microsoft 365 Deployment Bootcamp for CPAs with John Higgins
• Microsoft Copilot 365 – Harness the Power
• Create a Client Portal with Microsoft Teams & SharePoint
• Microsoft SharePoint & OneDrive – Everything You Need to Know
Personal Productivity Tools
• Adobe Acrobat Tips for Working with PDF Files
• Securing Your Data with a Password Management App
• Using e-Signature Software to Process Forms & Agreements
• How to Use Adobe Acrobat to Create and Process Fillable Forms
Microsoft 365 Deployment Coaching
Is your organization struggling to make the most of Microsoft 365? You’re not alone. Many businesses adopt Microsoft 365 but fail to utilize its full suite of capabilities. That’s where our Microsoft 365 Deployment Coaching Services come in. We empower you to harness the diverse functionalities that Microsoft 365 offers, transforming the way your team collaborates, communicates, and accomplishes tasks.
Core features of our service
Comprehensive Cloud-Based File Storage with SharePoint
What It Is: SharePoint allows your team to store, share, and manage documents in a secure, cloud-based environment.
How We Help: We’ll assist in setting up SharePoint, optimizing its layout and features to match your business needs.
Digital Communications and Collaboration with Teams
What It Is: Teams is a collaboration app that integrates chat, video calls, and file sharing.
How We Help: We train your staff on best practices for using Teams to improve internal communication and project collaboration.
Data Analysis with Power BI
What It Is: Power BI is a business analytics tool that turns your data into visual insights.
How We Help: Our coaching covers how to use Power BI effectively, from creating interactive dashboards to interpreting complex data.
Engagement Management with Planner
What It Is: Planner is a task management tool that helps teams create new plans, organize and assign tasks, and track progress.
How We Help: We’ll show you how to use Planner to improve team accountability and project management.
Appointment Management with Bookings App
What It Is: Bookings is an app for scheduling appointments, managing bookings, and sending reminders.
How We Help: We guide you through the setup and ongoing management of Bookings to streamline your appointment scheduling process.
And More
CPA Digital Transformation Advisory Services
Our expertise in accounting, finance and tax services enables us to help you through the digital transformation process from start to finish.
Key Features of our service
Workflow Automation
What It Is: Automate repetitive tasks to free up valuable time for complex problem-solving and client engagement.
How We Help: We assist in the selection, setup, and optimization of workflow automation tools tailored to your practice.
Client Portal
What It Is: A secure, digital hub where clients can upload documents, view financial data, and communicate with you.
How We Help: We guide you through the process of implementing and maintaining a client portal, ensuring security and ease-of-use.
KPI Dashboards
What It Is: Dashboards that present key performance indicators (KPIs) in real-time to monitor the health of your business.
How We Help: We’ll help you identify the most important KPIs for your practice and set up dashboards that give you insights at a glance.
Artificial Intelligence
What It Is: AI tools can analyze large sets of data quickly, offer predictive insights, and automate decision-making.
How We Help: We help you integrate AI capabilities into your practice, from automating data entry to implementing machine learning algorithms for analytics.
Strategic Technology Planning
Strategic technology planning for a CPA firm should be an ongoing process that adapts to changes in technology and the profession. Regularly review and update your technology strategy to ensure it aligns with your firm’s goals and the evolving needs of your clients and the accounting profession.
One-on-one coaching to help you master the skills you need
One-on-one coaching can be a highly effective approach to mastering specific skills. Whether you’re looking to enhance your professional expertise, develop personal skills, or achieve personal goals, a dedicated coach can provide personalized guidance, support, and feedback tailored to your needs.
About Us
Higgins Advisory, LLC was established with the mission of helping CPAs, CFOs and other financial professionals to successfully guide their firms and business organizations through a successful digital transformation. This transformation leverages the power of emerging technologies such as artificial intelligence, blockchain technology, data analytics, workflow automation and more.
As a seasoned entrepreneur, John Higgins, founder and CEO, has experience with local CPA firms and as well as serving as a technology advisory practice leader partner in a national CPA firm. John founded, managed and grew two separate accounting technology advisory firms, both of which were successfully acquired by larger organizations.
John shares his expertise as a nationally recognized thought leader, strategic advisor, and speaker on accounting technology through coaching and speaking engagements. His primary contribution is his passion for helping the profession move forward through the understanding and adoption of emerging technologies.