CPE Packages (Incl. Ethics) for Multiple States and Qualifications Available. Price $4/credit - CLICK HERE to view.

Examining the Practice Management LifeCycle

4.4 (18)

Phil Phares

Abacus Next

Thursday, October 24, 2019 | 10:00 AM EDT

  • CPA

1 Credit

FREE

Subject Area

Business Management and Organization

Upcoming Webinars

ias 1 financial statement presentation- ifrs

(1)

Jun 23, 2021 | 09:30 AM EDT View Details

s-corp preparation, basis calculations & distributions – form 1120s schedule k & k-1 analysis

(4)

Jun 23, 2021 | 10:00 AM EDT View Details

ethics for tax professionals (latest 2021)

(170)

Jun 23, 2021 | 10:00 AM EDT View Details

practical guide to fraud including cash, inventory & general frauds (latest)

(1)

Jun 23, 2021 | 10:00 AM EDT View Details

how to deal effectively with irs examinations and criminal investigations?

Jun 23, 2021 | 10:00 AM EDT View Details

tips on engaging employees in the midst of crisis

(1)

Jun 23, 2021 | 10:30 AM EDT View Details

quickbooks online for accountants work centre - managing you practice

(2)

Jun 23, 2021 | 10:30 AM EDT View Details

best workshop on partnership & llc (form 1065) tax return review & case study (new)

Jun 23, 2021 | 08:00 AM PDT View Details

annual federal tax update - individuals (form 1040)

(3)

Jun 23, 2021 | 08:00 AM PDT View Details

mastering irs representation

Jun 23, 2021 | 08:00 AM PDT View Details

sox internal controls for accounts payable, receivable & inventory

(2)

Jun 23, 2021 | 08:00 AM PDT View Details

14 ways to minimize data entry in excel

(153)

Jun 23, 2021 | 12:00 PM EDT View Details

regulatory ethics – data

Jun 23, 2021 | 12:00 PM EDT View Details

controller confidential: 4 ways automation powers accounts payable efficiency

Jun 23, 2021 | 12:00 PM EDT View Details

understanding, detecting and preventing payroll fraud

(1)

Jun 23, 2021 | 12:30 PM EDT View Details

Course Description

Reviewing and implementing workflow in accounting firms is crucial for maintaining efficiency in accounting practice. This methodology session is specially designed for accounting firms and will provide in-depth guidance and direction when reviewing and implementing workflow in an accounting practice. In addition to mapping out and discussing the Practice Management Lifecycle, it will also discuss the critical stages of workflow to further help you develop and maintain peak process efficiency.

Learning Objectives

  • Define and review the most common workflow processes
  • Discuss bottlenecks and frequent inefficiencies in typical workflow methodologies
  • Establish new process' and change management techniques to help impliment ideal workflow

Who Should Attend?

  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Enrolled Agent
  • Entrepreneurial CPA
  • QB Pro Advisor
  • Tax Practitioners
  • Young CPA

Testimonial

Array
(
    [no_of_record] => 18
    [average] => 4.4444
)
 

4.4

(18)
61%
33%
0%
0%
6%