How do you move your accounting firm from “SALY” (Same As Last Year) to the kind of Accounting Experience Management™ that uplifts the quality, efficiency, and satisfaction of every aspect of the accounting functions you do?
Join Brandon Allfrey, Partner at Squire and Utah representative of UACPA, and Lyle Ball, the CEO and co-founder at Avii, to learn how to innovate your accounting management and make change management inherent in every detail of the accounting process.
Lyle Ball is a co-founder and CEO of Avii. For the past 25 years, he has served as a senior executive and serial entrepreneur of high-growth software companies fueled by venture capital firms. Lyle’s operational background helped him envision how accounting firms can optimize their business and use automation to improve productivity, communication, and revenue. On a personal note, he and his wife enjoy the wilderness, beaches, and extreme outdoor sports. They just welcomed their very first grandchild this summer.
Brandon Allfrey is a tax partner at Squire, a leading regional firm based in Utah. For more than a decade, Brandon has been involved in implementing technology to serve clients and improve processes in accounting firms. In addition to his focus on helping individuals and businesses with tax and business consulting, he is passionate about understanding and learning technologies for accounting firms.