Course Details

Choose Your Time Zone:

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.

Why You Should Attend ?

More often than not, accounting firms attribute their struggles to a single cause and they think if they can figure it out, everything will be perfect. Unfortunately, this is not the case because problems most accounting firms face are far more complex. When they step back & look at the entirety of their Office Workflow, their “Practice Management lifecycle”, new opportunities for efficiency appear. This webinar will help you look at the entirety of your “Practice Management lifecycle” so that you can explore opportunities that you’d never have seen.

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

About Presenter

Phil has worked in Information Technology since 2001 and has over 15 years of experience in instruction and training. A small business owner, he began working with OfficeTools in 2010 as an IT consultant and support technician. He’s been integral to the design and development of the current OfficeTools products and speaks regularly at national summits and conferences.

As the Director of Education, he runs the Training and Education Department, imparting the skills he’s learned from consulting, training and implementing practice management best practices in firms across North America to the next generation of technology educators.

A scuba diver, an off-road enthusiast and a father, Phil has had many adventures that have taken him to some of the most beautiful locations on Earth, always with his wife by his side. 

As the largest Technology-as-a-Service (TaaS) provider for the professional services sector, AbacusNext helps legal and accounting professionals achieve ultimate success and peace of mind through the delivery of a complete suite of compliance-ready technology solutions designed to support a secure and cloud-enabled practice at a cost they can afford. Our portfolio of turnkey solutions include hardware, software and infrastructure on a pay as you go model; Practice Management, Client Resource Management (CRM), Payment Processing, Email, Desktop as a Service (DaaS) and Managed IT.

FAQ

  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.

Refund/Cancellation Policy

For more information regarding refund, complaint and program cancellation policies, please contact our offices at 646-688-5128

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 through its website: www.NASBARegistry.org.

upcoming Live CPE Webinars

MAXIMIZE YOUR SAVINGS POTENTIAL THROUGH HEALTH SAVINGS ACCOUNTS (HSAS)
Monday, December 09, 2019 | 10:00 AM EST View Details/Register
Transfer Pricing and Tax Reform Opportunities
Monday, December 09, 2019 | 11:00 AM EST View Details/Register
VIRTUAL VALUES: FLEX, FREE-RANGE AND REMOTE WORK SOLUTIONS
Monday, December 09, 2019 | 11:30 AM EST View Details/Register
REGULATORY ETHICS GUIDEBOOK FOR CPAs: AICPA CODE OF PROFESSIONAL CONDUCT
Monday, December 09, 2019 | 11:30 AM EST View Details/Register
Charitable Solicitation Compliance- What does it take to be compliant?
Monday, December 09, 2019 | 12:30 PM EST View Details/Register
  • Cost FREE
  • CPE Credits 1
  • Subject Area Business Management and Organization
  • Course Level Basic
  • Instructional Method group internet based
  • Prerequisites None
  • Advanced Preparation None
  • Who should attend? Enrolled Agent Tax Practitioners QB Pro Advisor CPA - Small Firm CPA - Mid Size Firm CPA - Large Firm CPA (Industry) Young CPA CPA in Business Entrepreneurial CPA
  • Handout Material Download

upcoming Live CPE Webinars

MAXIMIZE YOUR SAVINGS POTENTIAL THROUGH HEALTH SAVINGS ACCOUNTS (HSAS)
Monday, December 09, 2019 | 10:00 AM EST View Details/Register
Transfer Pricing and Tax Reform Opportunities
Monday, December 09, 2019 | 11:00 AM EST View Details/Register
VIRTUAL VALUES: FLEX, FREE-RANGE AND REMOTE WORK SOLUTIONS
Monday, December 09, 2019 | 11:30 AM EST View Details/Register
REGULATORY ETHICS GUIDEBOOK FOR CPAs: AICPA CODE OF PROFESSIONAL CONDUCT
Monday, December 09, 2019 | 11:30 AM EST View Details/Register
Charitable Solicitation Compliance- What does it take to be compliant?
Monday, December 09, 2019 | 12:30 PM EST View Details/Register