myCPE

Overcome Tax Season Challenges : Documenting Process for Tax Season to Staffing Shortage 1 Credit 1 Credit

Jan 17, 2024, 02:00 PM ET

Overcome Tax Season Challenges : Documenting Process for Tax Season to Staffing Shortage 1 Credit 1 Credit

  • Rating

    4.3

  • Published on

    December, 1969

  • Subject Area

    Business Mgmnt and Org

Learning mode

Live Webinar
  • Access the course at your convenience
  • Take the assessment test
  • Get your certificate
  • Attend the live interactive session
  • Answer the polling questions
  • Get your certificate
Jan 17, 2024, 02:00 PM ET

Learning Objectives

  • To discuss essential strategies to streamline accounting workflows during peak seasons.
  • To analyze and learn effective methods to simplify documentation practices for increased efficiency.
  • To explain and address staffing challenges by implementing innovative solutions in accounting firms.
  • To enhance operational productivity by optimizing processes in busy accounting seasons.
  • To analyze techniques to overcome workload challenges and maintain service excellence in demanding periods.

Course Overview

Join us for an enriching webinar designed exclusively for accounting professionals seeking to conquer the hurdles of the busy season. Our webinar, "Mastering Busy Season: Simplifying Processes and Documentation for Accounting Firms Overcoming Staffing Challenges," is a comprehensive guide to streamline workflows, improve documentation practices, and tackle staffing shortages during peak periods.

In today's fast-paced accounting landscape, staying ahead during the busiest times is crucial. This online course is your key to unlocking strategies that will enhance your firm's efficiency and effectiveness. Learn practical tips and solutions that address the challenges commonly faced by accounting firms, ensuring a smoother and more successful busy season.

Gain invaluable insights into simplifying processes and documentation, crucial for maximizing productivity and minimizing challenges stemming from staffing shortages. Explore innovative methods to optimize your firm's operations, streamline workflows, and handle the workload effectively, allowing you to focus on delivering exceptional service to your clients.

Navigating the demands of the accounting world can be daunting, especially during peak seasons. Our webinar aims to provide you with actionable techniques and expert advice that will empower you to overcome staffing challenges and streamline your firm's processes effectively. Don't miss this opportunity to equip yourself with essential strategies that will elevate your firm's performance during the busiest times.

On Demand Credits for All Qualifications

Live Webinar Credits for All Qualifications

License details Credits Status
Business Mgmnt and Org for Certified Public Accountants (CPA-US) 1 CPE Approved
Business Mgmnt and Org for CPA in Canada 1 CPD Eligible
Business Mgmnt and Org for Certified Management Accountants (CMA) 1 CPE Eligible
Business Mgmnt and Org for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Business Mgmnt and Org for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Business Mgmnt and Org for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
License details Credits Status
Business Mgmnt and Org for Certified Public Accountants (CPA-US) 1 CPE Approved
Business Mgmnt and Org for CPA in Canada 1 CPD Eligible
Business Mgmnt and Org for Certified Management Accountants (CMA) 1 CPE Eligible
Business Mgmnt and Org for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Business Mgmnt and Org for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Business Mgmnt and Org for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible

Additional Information

Credit

1

Course Level

Basic

Instructional Method

QAS Self Study

Group Internet Based

Pre-requisites

None

Advance Preparation

None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.com.

About Instructor

Chris Rivera

Chris Rivera

Director of Client Relations, MYCPE ONE

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Christopher Rivera, Chris serves as a Director of Client Relations and Business Development at MYCPE ONE. He is an expert at leading and managing teams actively from the front. His expertise in sales, training, coaching, mentoring and influencing combined with his competitive nature makes him a strong leader. 

Chris has traveled through the length and width of the country and has spoken with more than five thousand CPAs, understanding their challenges and limitations. On the grounds of that, he can now easily provide opinions and solutions that can be immensely helpful to the professionals. He has also represented MYCPE ONE at a number of major accounting conferences and networking events.

Enhance Your Finance & Management Skills with Shawn Parikh

Shawn Parikh

Co-Founder & CEO, MYCPE ONE

  • 4.4
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Shawn Parikh is the CEO and Co-Founder of MYCPE ONE. A Chartered Accountant by qualification, he has over 15 years of experience of being a problem solver for small to mid-size firms and over time he has given consultation to thousands of CPAs, accountants and tax pros. Shawn has always been a big believer and advocate of social enterprises and small accounting firms & businesses. He consults and speaks on several topics ranging from Building Remote Team - Remote Working, Offshore Staffing, strategic planning, Scalability of Accounting Practice, cloud accounting, practice management, LinkedIn marketing, etc.

Vibhu Khanna

Vibhu Khanna

Director of Business Development, MYCPE ONE

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Vibhu Khanna is a seasoned expert in outsourcing, with over 15 years of experience driving business success through strategic outsourcing solutions. As the Director of Business Development at MY-CPE ONE , Vibhu has made it his mission to help businesses unlock growth and efficiency with smart, tailored outsourcing strategies.

Vibhu has a proven track record of identifying opportunities, fostering client relationships, and crafting actionable plans that drive measurable results. His expertise extends beyond outsourcing to include aligning financial strategies with business goals, increasing operational efficiency, cutting costs, and improving profitability.

A skilled coach and mentor, Vibhu is known for his friendly and approachable style, as well as his empathetic leadership. He is passionate about developing people, creating strong systems, and ensuring quality in every aspect of his work.

Vibhu’s unique combination of a global perspective and deep practical knowledge makes him an invaluable guide for businesses navigating the complexities of outsourcing in a globalized economy. Whether leading teams, solving problems creatively, or empowering organizations to achieve their full potential, Vibhu brings clarity and confidence to every partnership he builds.

On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses approved by NASBA and other regulatory bodies?

Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn credits through live webinars?

To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.

Are the live webinars approved by NASBA and other regulatory bodies?

Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.

What are the requirements to maintain compliance with live webinar courses?

To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.

How can I access my webinar completion certificates?

After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

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