The Unplugged Vacation: How accounting firm owners can take a proper holiday without checking emails 1 Credit 1 Credit
Learning mode
In this connected age, people have different definitions for vacation or different strategies for how they go about taking time away from work.
Some people remain loosely plugged into the office, with scheduled check-ins by phone, even if from a beach chair on some warmer shore. Some continue to monitor and respond to emails, keeping projects on schedule.
Technology may have changed the way workers vacation, for better or worse. "In this day and age, with technology, you think you have to be plugged in at all times," said Byron Hebert, CPA, director of entrepreneurial advisory services at PKF Texas, a CPA firm in Houston. "You're never really off."
Many CPAs find it difficult to completely disconnect. No doubt, it has something to do with managing inboxes, keeping clients happy, and making sure projects are on track. But with modern professionals’ ties to technology, especially in firms with a high-pressure corporate culture, it’s more important than ever to give overloaded brains a break.
That's where The Unplugged Vacation comes in.
You've done a great job growing your accounting practice. Your clients are happy, your employees are busy, and you feel like you've accomplished your dream of being a successful CPA firm owner.
Wouldn't it be nice if you could step away from your office for once and go on vacation with your family or friends without dragging your laptop with you and being chained to your email?
Wouldn't it feel great to know you have systems in place that work for you instead of you working for them?
This CPE-E-Book on Personal Development will help accounting firm owners and CPAs just like you to build a new vision for their practices while setting up very simple systems and processes to give them freedom from their business and still ensure their company's success.
Here's to your next vacation being your best vacation!
To learn more about the idea discussed in this CPE-E-Book, here's what you can do next:
| License details | Credits | Status |
|---|---|---|
| Personal Development for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Personal Development for CPA in Canada | 1 CPD | Eligible |
| License details | Credits | Status |
|---|---|---|
| Personal Development for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Personal Development for CPA in Canada | 1 CPD | Eligible |
Credit
1
Course Level
Basic
Instructional Method
QAS Self Study
Group Internet Based
Pre-requisites
None
Advance Preparation
None
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.
Brannon began facilitating successful accounting practice transitions in 2003. He pioneered a consulting-based approach to transitioning accounting firms, which has culminated in Poe Group Advisors’ unique process – The Seamless Succession™.
He started his career in public accounting as an auditor with Ernst & Young before working for several years in auditing and tax preparation for the regional firm of Elliott, Davis & Company. Subsequently, Brannon became a shareholder in a privately held, family-owned business and a founding shareholder in a successful start-up manufacturing company. This breadth of experience — with companies large and small — has provided the foundation for Poe Group Advisors to become the industry service leader.
He is the author of “Accountant’s Flight Plan: Best Practices for Today’s Firms” (published by the AICPA), “On Your Own: How to Start Your Own CPA Firm” and multiple blogs.
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.
JB
It's always hard to say no, but sometimes I have to say yes to myself and take time off. This course has some interesting tips and tricks to make the process easier and enhance your time away from work. It was a good read!
PK
Easy to read and engaging. One of many secrets to being a more successful owner or manager and how to make the arrangements and take a break from work.
May 09, 11:30 AM ET
May 19, 09:30 AM ET
May 22, 02:00 PM ET
Jun 12, 04:00 PM ET
Jun 20, 01:00 PM ET
Jun 20, 04:00 PM ET
Inclusions
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
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
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 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
Stay current with our automated reminder system. Receive timely alerts for your CPE requirements, ensuring you never miss a deadline.
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.
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15,000+ Hrs of CPE approved Content
Largest content library covering all aspects of professional development. |
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500+ Emerging Subject Areas
Wide range of subject areas tailored to meet diverse learning needs of all the department of the firm. |
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50+ State- Specific Ethics Courses
Stay compliant with ethics requirements for every state. |
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50+ State Compliance Packages
Pre-selected courses for quick compliance, saving time and effort. |
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100+ Advanced Certification Programs
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AICPA Eligibility Programs (CFF, ABV, PFS)
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Compliance Tracker and Credit Vault
Store all your certificates in one place, stay compliance-ready with ease, and track your progress effortlessly using the built-in credit tracker. |
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Instant Certification and Fast Reporting
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