Knuula to join BDO Alliance USA regional meeting in Chattanooga

Knuula will attend the BDO Alliance USA Southeast Trio Regional and Tennessee Valley Area Meeting on July 22-23 in Chattanooga, Tennessee. The event will bring accounting professionals together for networking and sessions on AI, firm transactions, offshoring and practice management.

Why it matters: - The Chattanooga meeting will give Knuula direct exposure to accounting firm leaders as the profession weighs new technology, workforce models, transaction activity and client service demands. - The agenda centers on issues that are shaping firm operations, including AI use, private equity interest, mergers and acquisitions, offshoring and time-data management. - The event brings together CPA Alliance, Business Resource Network and BDO USA professionals, creating a regional forum for relationships and business development.

What happened: - Knuula will attend the BDO Alliance USA Southeast Trio Regional and Tennessee Valley Area Meeting on July 22-23 in Chattanooga, Tennessee. - The gathering is open to members who want to build relationships across the region, including partners, operational leaders and emerging leaders. - The meeting starts Wednesday, July 22, with a networking reception from 5:30 to 8:00 p.m. ET at the HHM Party Deck at Erlanger Park, 2658 Pipe Way. - The reception also gives attendees a chance to visit the new Chattanooga Lookouts stadium. - Programming continues Thursday, July 23, from 8:00 a.m. to 2:00 p.m. ET at HHM's offices at 1181 King Street.

The details: - Sessions will cover practice management updates, industry trends, artificial intelligence, firm transactions, offshoring and the strategic use of time data. - Hollinden marketers and strategists will explain how accounting professionals can structure AI prompts by defining roles, tasks and context. - The Visionary Group will address questions and common misconceptions about CPA firm transactions, private equity, mergers and acquisitions and independence. - Additional presentations will examine offshoring practices and the operational issues that can limit results. - Speakers will also discuss how firms use time data for work-in-process management, capacity planning and project pricing. - Knuula is a document automation platform built for accounting firms and professional services providers. - Knuula software is designed to create, customize and send Audit, Tax and Advisory engagement letters, accounting proposals and other client agreements at scale. - The platform uses programmable templates, conditional logic, centralized client data and integrated e-signature workflows. - Knuula serves firms from solo practitioners to large multi-office organizations and integrates with adjacent tools across the accounting technology stack. - Knuula was founded in 2018 and is headquartered in Frisco, Texas.

Between the lines: - The meeting topic mix suggests accounting firms are looking for practical guidance, not just broad industry discussion. - AI, transaction activity and offshoring remain high-priority issues because they affect margins, staffing and how firms deliver services. - Knuula's attendance aligns with the company’s focus on workflow automation and client agreement management for accounting practices.

What's next: - Knuula will participate in the two-day regional meeting and hear where member firms are focusing their attention. - The event may surface further conversations around technology adoption, deal activity and operational efficiency in accounting firms. - More information about the event is available through the meeting announcement.