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-EBook 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-EBook, here's what you can do next:
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 through its website: www.NASBARegistry.org.
Founder, Poe Group
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 and CPA Canada), “On Your Own: How to Start Your Own CPA Firm” and multiple blogs.
Buying or listing a CPA firm? We assist both parties in planning and implementing a strategic, successful transition of clients and staff.
Our mission is simple … we assist sellers to successfully navigate the sale of their businesses in a way that maximizes the value of their firm, while minimizing their risks and challenges. Likewise, we help buyers find an appropriate business for their particular talents and skills … and ultimately, we assist both parties in planning and implementing a strategic, successful transition of clients and staff.
Allyse Lobonc, CPA (US)
Dec 30th 2021
Julia Bell , CPA (US)
Dec 3rd, 2021
really great and applicable tips
Jaclyn English , CFE, CPA (US)
Dec 24th, 2021
1 CPE Credit of Personal Development for Certified Public Accountants (CPA-US)
1 CPE Credit for Certified Management Accountants (CMA)
goodwill impairment basics
revenue recognition principles
segment reporting basics
year-end tax planner checklist for canadian owner-managed business
remote staffing handbook: 8 reasons why remote staffing is better than outsourcing
10 best practices of working with offshore staff
cyber security: best practices for cpa firms
passive activities & rental real estate income tax issues
qualified business income (qbi) deduction - irc §199a - the ins & outs
partnership preparation, basis calculations & distributions - form 1065 schedule k & k-1 analysis
s corporation preparation, basis calculations & distributions - form 1120s schedule k & k-1 analysis
building a circle of influence
iras - contributions & distributions for traditional, roth, sep, & simple iras
basis calculations & distributions for pass-thru entities - schedule k-1 analysis
goodwill impairment testing
Something Just Gone Wrong.