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Tips for Building an Effective Virtual CPA Practice

3.4 (146)

Chuck Bauer

Chuck Bauer Sales Training & Business Consulting

Friday, June 19, 2020 | 12:00 PM EDT

  • CPA

1 Credit


Subject Area

Business Management and Organization

Webinar Qualifies For

1 CPE credit of Business Management & Organization for all CPAs

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

Course Description

As we search through magazines, social media and blog sites, the phrase “virtual office” appears to be the new buzz phrase. Sounds so enticing, right? Work from anywhere – a booth in the coffee shop, on a blanket next to the lake or in your home office after you’ve spent the afternoon with the kiddos. What’s not to like about that idea?

By now, countless organizations have implemented remote work arrangements for their team members. People are developing, delivering, training, collaborating, and engaging with clients and customers from their home offices. Some companies are better equipped for it than others, but we’re all experiencing significant disruptions, and it’ll probably be a while until life returns to normal—whatever “normal” looks like a few months from now. Lock your doors and board up your windows—it’s time to move your business to the cloud! Going virtual can be a scary concept for many brick and mortar businesses.

In this FREE CPE webinar, Chuck will not only help you make the move but also he’ll streamline your operation. You will learn : 

  • What tools to use and how to master those tools to effectively manage your employees and customers.
  • Learn to set and maintain communication boundaries and priority codes to get more done and enforce deadlines.
  • Develop a plan to setup your virtual firm get you through this global crisis

Don’t procrastinate—ACTIVATE! The age of the remote office is finally here! How you embrace this new technology today will define all of your tomorrows.

Learning Objectives

  • To identify various ways of taking your Internal Communications to the Cloud.
  • To identify various ways of managing your clients and customers remotely.
  • To identify various ways of mastering the Face-To-Face Communication Virtually.
  • To recognize various ways of setting communication protocols.
  • To identify various priority codes to get more done.

Who Should Attend?

  • Accounting Firm
  • Accounting Practice Owners
  • Bookkeeper
  • Business Owner
  • CEO
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Enrolled Agent
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Tax Accountant (Industry)


    [no_of_record] => 146
    [average] => 3.3630