myCPE
myCPE

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

Jan 17, 2024, 02:00 PM ET

Overcome Tax Season Challenges : Documenting Process for Tax Season to Staffing Shortage 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 Objective

  • 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.

Podcast Credits

Short Video Credits

On Demand Credits

Live Credits

Enter your qualification details to ensure this course is counted toward your compliance.

Add your qualification details to easily track your compliance. You can also add multiple qualifications for comprehensive coverage.

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 (Sponsor Id#: 143597) 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.

About Instructor

Live CPE Webinar by Chris Rivera|Ideal for CFE, CMA, CPA
Chris Rivera

Director of Client Relations, MYCPE ONE

  • 4.3
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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 professionals. He has also represented MYCPE ONE at a number of major accounting conferences and networking events, voicing his thoughts on various subjects pertaining to the accounting industry, some of which are: 

OFFSHORING RELATED TOPICS 

  • Integrating offshore and onshore teams 
  • How offshoring can bring Multi-dimensional transformation change in accounting firms 
  • What roles can be shifted offshore 
  • Remote Working & Offshore Hiring for Accounting Firms 
  • Best Practices in Offshoring 
  • What tasks to allocate while starting offshoring? 
  • Interview Tips for Hiring Offshore Staff 
  • How to Onboard an Offshore Staff Member 

MYCPE ONE is a comprehensive ecosystem designed to empower CPAs and accounting firms with a comprehensive suite of services – all in one place. As a strategic platform, MYCPE ONE offers services that include outsourcing, staffing, building captives, continuing education, digital marketing, M&A advisory, and industry insights to support firms in delivering exceptional value to their clients.
 

With a large workforce of over 3000+ accounting experts, MYCPE ONE is already assisting over 3000 accounting & CPA firms. Moreover, the company has served over 200 CFOs & Businesses so far.
 

The company helps small and mid-sized accounting firms hire qualified and experienced offshore staff that work from our offices in India. MYCPE ONE has helped accounting firms in overcoming staffing challenges and building offshore teams.
 

The Company was inducted into the BDO alliance & Boomer partnership and was the first company in this segment to become a platinum partner with IMA (The Association of Accountants and Finance Professionals in Business).

Enhance Your Finance & Management Skills with Shawn Parikh | My CPE
Shawn Parikh

Co-Founder & CFO, MYCPE ONE

  • 4.4
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With over 15 years of experience, Shawn Parikh has transformed MYCPE ONE into a global leader, empowering accounting firms with innovative solutions and a comprehensive suite of services. Under his strategic vision and leadership, MYCPE ONE has evolved beyond staffing to become a one-stop ecosystem for CPA and accounting firms worldwide.

Shawn identified and addressed staffing-related challenges in the accounting community, providing consultations to over 5,000 accountants and helping them turn obstacles into opportunities. His dedication to small and mid-sized accounting firms stems from his belief that “Small businesses are the backbone of the global economy.”

MYCPE ONE: A Comprehensive Ecosystem 

MYCPE ONE was born out of Shawn's desire to help small and mid-sized firms compete with the Big 4 and larger firms. Over the years, the company has expanded its services far beyond staffing. MYCPE ONE now provides: 

  • Outsourcing: Building offshore teams for accounting firms. 
  • Staffing Solutions: Hiring qualified professionals for seamless integration. 
  • Captives: Build and manage your own offshore operations 
  • Continuing Education: A vast library of CPE courses tailored for CPA firms. 
  • Digital Marketing & Website Solutions: Website creation and marketing strategies for accountants. 
  • M&A Advisory: Assisting with mergers, acquisitions, and practice exchanges. 
  • Hire Local Talent: Flat-fee recruitment services for U.S.-based talent. 
  • Public Accounting Insights & Research: Complimentary insights and research for the public accounting community. 
  • Tech, Cybersecurity & Managed IT Solutions  

Global Impact 

Today, MYCPE ONE partners with 100 out of the top 500 US Accounting Firms, serves 3,000+ accounting and CPA firms and supports a workforce of over 3,000 accounting experts. The company has also assisted over 200 CFOs and businesses in achieving their strategic goals. 


Recognition and Affiliations 

MYCPE ONE’s excellence has been recognized through: 

  • Strategic Partner of BDO Alliance and Boomer 
  • The first outsourcing firm in this segment to earn Platinum Partner status with IMA. (The Association of Accountants and Finance Professionals in Business) 
  • Top 20 Under 40 Accounting Influencer 
  • Great Place to Work Certified 
  • Dream Company to Work For 
  • Best Employer Brand 
  • Education & Empowering Communities Award at The CSR Journal Excellence Awards 

Thought Leadership and Community Engagement 

Shawn actively participates in accounting forums and events, sharing his expertise on topics like offshoring, practice management, CAAS, pricing strategies, and technology integration. His forward-thinking approaches include: 

  • Offshoring strategies to drive efficiency. 
  • Subscription-based pricing models for predictable growth. 
  • Integrating CFO and advisory services into firms. 
  • Leveraging data analytics for the future of accounting.

Vision and Inspiration 

Shawn admires businesses that empower micro-entrepreneurs, like Uber, Airbnb, and Urban Company and draws inspiration from their innovative ecosystems. His focus remains steadfast on creating opportunities for small and mid-sized firms, enabling them to thrive in an increasingly competitive landscape.

Through MYCPE ONE, Shawn is not just solving challenges; he’s redefining how accounting firms operate, scale, and succeed globally.

Vibhu Khanna
Vibhu Khanna

Senior Manager, 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.

Ratings and Review

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Inclusions
  • Multiple Credits
    Multiple Credits

    Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.

  • Certifications & Reporting
    Certifications & Reporting

    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 - fastest in the industry.

  • Credit Tracker
    Credit Tracker

    Track and manage your compliance across all 50 states and over 100 designations. Our Credit Tracker keeps your CPE credits and compliance requirements always up-to-date.

  • Certificate Vault
    Certificate Vault

    Certificate Vault to upload, manage, and access certificates earned from various sources and an integrated credit tracker, allowing users to monitor and manage their credits conveniently for compliance.

  • Compliance Reminders
    Compliance Reminders

    Stay current with our automated reminder system. Receive timely alerts for your CPE requirements, ensuring you never miss a deadline.

  • Mobile App Access
    Mobile App Access

    The myCPE Mobile App allows you to learn on the go, providing access to educational content on Android and Apple iOS devices. You can learn anytime and anywhere, making it convenient for busy schedules.

  • Live Support
    Live Support

    Our support team is available via live chat, email, and phone from 9 AM to 5 PM ET. We're here to help with any questions or issues, ensuring you have a seamless experience.

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