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

Going Virtual Amid the Virus

4.5 (107)

Joshua Lance, CPA, CGMA

Lance CPA Group

Monday, June 15, 2020 | 04:00 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

employment law in a nutshell – guidance for your business


Jun 18, 2021 | 09:00 AM EDT View Details

irs tax practice & procedure introduction

Jun 18, 2021 | 09:30 AM EDT View Details

differences between ifrs and gaap


Jun 18, 2021 | 09:30 AM EDT View Details

addressing single audit quality in a covid-19 era

Jun 18, 2021 | 09:30 AM EDT View Details

advance irs learning: multiyear non-filing, criminal investigation, voluntary disclosure, whistleblower claims etc.


Jun 18, 2021 | 10:00 AM EDT View Details

tax strategies for real estate: crucial insights: acquisition and depreciation strategies


Jun 18, 2021 | 10:00 AM EDT View Details

keys to maintaining an effective and strong internal audit department


Jun 18, 2021 | 10:00 AM EDT View Details

best tax return workshop on s corporation (1120s) - latest


Jun 18, 2021 | 10:00 AM EDT View Details

are you creating legal liability when you hire or recruit online? - covid -19 special


Jun 18, 2021 | 10:00 AM EDT View Details

annual federal tax update - c & s corporations, partnerships & llcs (forms 1120, 1120s & 1065)

Jun 18, 2021 | 10:00 AM EDT View Details

yellow book boot camp - nfp and governmental accounting & auditing update


Jun 18, 2021 | 10:00 AM EDT View Details

partnership preparation, basis calculations & distributions–form 1065 schedule k & k-1 analysis

Jun 18, 2021 | 08:00 AM PDT View Details

comprehensive tax strategies & insights on real estate


Jun 18, 2021 | 08:00 AM PDT View Details

internal controls for businesses


Jun 18, 2021 | 08:00 AM PDT View Details

maximizing home office deduction (covid special - latest)


Jun 18, 2021 | 11:30 AM EDT View Details

Course Description

With COVID-19 forcing firms to transition to being a virtual and remote firm, there are many firms and accountants struggling to change how they work to continue to serve their clients. This session will walk you through the differences in how virtual and remote firms operate differently from a traditional model, identify the best practices in operating in this new model, identify the tools and technology required in a virtual firm and spend time answering the questions you have as you make this transition.

Highlights of the webinar : 

  • Serving your clients with virtual meetings
  • How to utilize technology impact-fully
  • Managing Team Productivity
  • Virtual meetings as a way to grow and market your business
  • Various Strategies & tips to communicate and connect with clients via virtual meetings

Learning Objectives

  • Identify changes firms need to make to operate in a virtual and remote environment
  • Discuss how managing people changes when you are not in an office together
  • Identify technology tools that help you run your firm better in a virtual model
  • Discuss potential pitfalls when working remotely and how to avoid them
  • To identify the differences between presenting in person and presenting in a virtual environment.

Who Should Attend?

  • Accounting Firm
  • Business Owner
  • CEO
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial CPA
  • Tax Firm
  • Young CPA


    [no_of_record] => 107
    [average] => 4.4673




Joshua Lance is a knowledgeable speaker with a complete approach to developing your virtual capabilities using the Cloud and whatever software best suits you


This webinar was excellent as the firm was already virtual even before the pandemic. So they're not just sharing knowledge of what has worked the past two weeks. The presenter had some great points and shared great ideas!


The one thing I took away from this was to emphasize a positive client and people's experience. It is a big change going remote and no physical location.


Joshua provided a number of valuable insights on how to run an effective remote CPA practice.