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WEBINAR

From Compliance to Advisory: How One Firm Is Using Technology to Do More With Less

Most firms are drowning in compliance work — and the 340,000-professional shortage isn't helping. On June 24 at 2pm ET, a real firm owner joins Juno and Verito to share what changed when they overhauled their tech stack: security locked down, document intake automated, and capacity freed up for the work that actually matters.

WEDNESDAY June 24, 2026 · 2:00 PM ET
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Agenda

2:00

Welcome & Introductions


2:10

Life before: What busy season looked like and what finally had to change


2:20

What they changed and why it worked: compliance, automation, and infrastructure


2:35

Life after: Hours recovered, advisory work unlocked, real outcomes


2:45

Live Q&A


Your Hosts

Dave Haase

Dave Haase

Founder & CEO, Juno

Rocky Lippold

Jatin Narang

CEO, VERITO

Rocky Lippold

Rocky Lippold

MANAGING PARTNER, FREEDOM TAX & ACCOUNTING

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BUILT BY A CPA. TRUSTED BY 1000s MORE.

Harding Financial Partners
Hardison Tax Co
CenterFocus
Endnight Accounting
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Fichera Company
BlueSky Wealth Advisors
Sterling CPAs
The Innovative Group
Vincere Tax
SPG Certified Public Accountants
Caudell CPA
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