Course Details

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ADDITIONAL DATES

Nov 30, 2020 | 12:00 PM EST Register

Course Description

This webinar is good for Owners, Partners, President and Principal of Small & Mid-Size Accounting firms in North America

The traditional accounting profession is coming into the digital age. There are tons of content & learning materials out there around remote working, how to manage remote team etc. But now is the time for accounting firms to look beyond just working remotely. It’s time you should be looking at redesigning or restrategizing your firm’s way forward. It’s time you asked some important questions to yourself.

1. Do I have the strategy on how to acquire new clients in this new world?

2. Do I have the strategy to build capacity for growth in this new world?

3. Do I have strategy on how to redefine my business operations in this new world?

4. Do I have strategy on how would I position my firm in this new world?

This webinar would be answering those pertinent questions and would also be highlighting following topics:

1. Niches - Why Niches?

2. Differentiation is difficult, Niches are achievable.

3. Why CAS should be part of every small & mid-size firm?

4. Requisites to build profitable and scalable Niche or CAS practice.

5. Productize your offerings for scaling up

6. Systematize your operation for scaling up

7. Benefits & Pitfalls of Virtual working

8. Building Capacity with Offshore Team.

9. Case studies of firms.

10. Impact of Building Offshore Team in the Entigrity's Client Annual Survey 2019

This is not a traditional webinar, instead this would be a fast paced interactive Webinar with 40 minutes of Presentation Time and 20 Minutes of Q & A and discussion. Attendee lines would be open at the end of the webinar.

Webinar Qualifies for

  • 1 CPE credit of Business Management & Organization for all CPAs
  • 1 CPD credit (Verifiable) for Canadian CPAs
  • 1 General Educational credit for Tax Professionals/Bookkeepers/Accountants

Learning objectives

  • Identifying Niches and Why & How to Pick & Build Niches
  • Learning how to Integrate New Age CAS Practice in your firms
  • Understanding on how to build capacity with remote working
  • Identifying on how to productize and systematize your offerings and operations
  • Learning from successful firms case studies.

About Presenter

Shawn Parikh

Chief Executive Officer (CEO), Entigrity

shawn@entigrity.com

Shawn Parikh is the Chairman and Founder of Entigrity Solutions LLC. With over 15+ years of experience he spearheaded the company operations, forging the foundations of Entigrity that works closely and exclusively with the accounting community.  Shawn’s strategic vision and leadership lead to the expansion and diversification of Entigrity in several areas over the years. Shawn understood numerous staffing related challenges plaguing the accounting community. It is by that virtue that today Entigrity is serving 500+ accounting firms across North America.

Shawn is a Chartered Accountant by qualification, who began his career as a financial advisor in Insurance, Mutual Funds and Retirement Plans. Shawn undertook public practice, serving small and Mid-size businesses, providing them with consulting and advisory services. Over the time, he has provided consultation to 3000+ accountants and helped them convert some of their core challenges into opportunities.

His specialization areas include: 

  • Remote Working & Offshore Hiring for Accounting firms
  • Practice Management & Development
  • LinkedIn Marketing for Accountants
  • Accounting Technology

Shawn is known for his expert opinions on 

  • COBRA Approach to Accounting firms growth
  • Build a 60% net margin Client Accounting Service Business
  • CAS & Advisory Practice services for accounting firms
  • Accountants need to think like Entrepreneurs

Entigrity is the trusted remote (offshore) staffing partner of 500+ accounting and tax firms nationwide. With Entigrity, mid-size & regional accounting firms can hire qualified and experienced accounting professionals for positions like remote accountant, bookkeeper, tax preparers, tax auditor, etc. starting at $9/hour. You can start with one and build a team of remote staff with average savings of $50,000 to $80,000/year/employee.

In addition, the small accounting firms get the flexibility to scale up the working hours during season & scale down outside the season in with weekly hiring options of 10 | 20 | 30 | 40 hours/week. Moreover, if your requirements are not fixed and may keep varying from time to time, we have our On-Demand Staffing Model especially created for sole practitioners and small firms.

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.
  • You must attend complete webinar and respond to all polling questions asked during the webinar. CPE is issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here :https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you are Canadian Chartered Professional Accountant (CPA) many of our courses qualifies for your verifiable CPD requirements you will get your certificate for the program. You can check a tab of “Webinar Qualifies for” for the same.However please do verify with respective regulatory body about the eligibility for the same.
  • Many of our courses are approved by “CFP Board” for CE credits of certified financial Planner(CFP). Please check a tab of “Webinar Qualifies for” to verify whether webinar qualifies for CE credits for CFP or not.

Refund/Cancellation Policy

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

In case any of the course or live webinars gets cancelled we would be refunding you the entire amount (if paid).

Reviews

4.3
(202)
53%
31%
10%
3%
3%
  • DS
    Donna Sherritt
    Nov 2nd 2020
    For businesses without a strong grip on their financial situation, I believe this would have helped in convincing a business to invest with a qualified CAS. Money matters and can make or break a business. This also would help a manager or anyone running a company to seriously consider their own knowledge of finances and if they need to get more educated on the matter, or again invest in a qualified CAS
SS
Spencer Sublett , CPA
I was a little nervous at first but once it got started I was immediately soothed by his smooth velvety voice. I feel like this really helped me understand better how to expand my margins and increase my revenue
MS
Monica Sok , CPA
This is one of the top two webinars I've ever participated in - and I've participated in a ton of them. Excellent presenter and very valuable info. And I don't even have a CPA practice (which this course targeted). I'm a CPA, but in retail. However, I was still able to apply the majority of the "do's" and "don'ts.
SK
SHANNON KIM
Important information was given on how to grow accounting business. Great examples were given about niche accounting. I plan to utilize this information to grow my business in the direction I want. Thank you.
TL
tina leonardi
The webinar gave me insight into improving the way I manage my practice, to make it more profitable. I had already implemented many of these changes in the past year, and the webinar reinforced my actions
MB
Michelle Beard , CPA
I enjoyed the webinar. I think back about a few clients I used to have to work on who could never be pleased and constantly nickeled and dimed their fees that would have been such good candidates for clients to fire

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.

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  • Cost FREE
  • CPE Credits 1
  • CPD 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 Bookkeeper Accountant Business Owner Xero Advisor QB Pro Advisor CPA - Small Firm CPA - Mid Size Firm Accounting Firm Auditors Tax Firm Young CPA Entrepreneurial CPA Accounting Practice Owners CEO Cloud Accountants Cloud Firms Entrepreneurial Accountant Tax Preparer
  • Handout Material Download

upcoming Live CPE Webinars

Annual Federal Tax Update - C & S Corporations, Partnerships & LLCs (Forms 1120, 1120S & 1065)
Monday, November 23, 2020 | 08:00 AM PST View Details/Register
Best Overview on Individual Tax Updates 2020 (Basic)
Monday, November 23, 2020 | 08:00 AM PST View Details/Register
BEST TAX RETURN WORKSHOP - PARTNERSHIPS & LLCS (FORM 1065) - 2020 Updates
Tuesday, November 24, 2020 | 10:00 AM EST View Details/Register
Annual Federal Tax Update - Individuals (Form 1040)
Tuesday, November 24, 2020 | 10:00 AM EST View Details/Register
The Mathematics of Estate Planning for IRAs After the Secure Act
Tuesday, November 24, 2020 | 10:00 AM EST View Details/Register
QBO Complete Comprehensive Overview - Latest 2020
Tuesday, November 24, 2020 | 10:00 AM EST View Details/Register
QBO: Build Right Chart of Accounts - Base for Accounting and Reading Financial Statement
Tuesday, November 24, 2020 | 11:00 AM EST View Details/Register
Qualified Business Income (QBI) Deduction (IRC §199A) Detailed Study, Analysis,Calculations,Case Studies, Ins & Outs (Latest)
Tuesday, November 24, 2020 | 08:00 AM PST View Details/Register
Planning for Your Clients’ Incapacity
Tuesday, November 24, 2020 | 11:00 AM EST View Details/Register
Fraud Update - Latest 2020
Tuesday, November 24, 2020 | 08:00 AM PST View Details/Register
Estate Planning Fundamentals for IRAs 2020
Tuesday, November 24, 2020 | 08:00 AM PST View Details/Register
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Tuesday, November 24, 2020 | 12:00 PM EST View Details/Register
INTRO TO ACCOUNTINGSUITE™ & MULTI-CHANNEL INVENTORY
Tuesday, November 24, 2020 | 12:00 PM EST View Details/Register
Get Massive Results from your Staff: The Tools and Process you need to lead your team to flourish in productivity and profitability
Tuesday, November 24, 2020 | 12:00 PM EST View Details/Register
Transfer Pricing and Tax Reform Opportunities
Tuesday, November 24, 2020 | 12:30 PM EST View Details/Register