Knuula to join BDO Alliance USA Southeast 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 to discuss AI, firm transactions, offshoring and practice management trends affecting the profession.

Why it matters: - The Chattanooga meeting brings together accounting firm leaders to discuss technology, transactions and operating changes that are reshaping the profession. - Knuula’s attendance puts the document automation platform in front of CPA Alliance, Business Resource Network and BDO USA professionals. - The gathering may influence how firms think about AI workflows, client agreements and time data in day-to-day operations.

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 regional event is designed for networking, professional development and discussion of current issues affecting accounting firms. - Registration is open to members, including partners, operational leaders and emerging leaders. - The meeting begins 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. - Attendees will also be able to visit the new Chattanooga Lookouts stadium during the reception. - 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 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 said it looks forward to participating and hearing where member firms are focusing as the profession responds to changing technology, workforce models, transaction activity and client service demands. - Knuula was founded in 20218 and is headquartered in Frisco, Texas. - Knuula is a document automation platform built for accounting firms and professional services providers. - Knuula’s software helps firms create, customize and send Audit, Tax and Advisory engagement letters, accounting proposals and other client agreements at scale using 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.

Between the lines: - The agenda shows accounting firms are still balancing efficiency tools with higher-stakes topics like independence, deal activity and workforce design. - Knuula’s presence suggests the company is positioning its automation software alongside the operational issues firms are actively debating. - The event’s focus on AI prompts and time data points to a profession looking for practical, repeatable ways to improve productivity rather than one-off tech experiments.

What's next: - The meeting will unfold over two days, with networking first and programming the following day. - Knuula will use the event to connect with regional accounting leaders and track priorities across the member firms. - Discussions from the conference are likely to shape follow-up conversations around automation, staffing and firm strategy.