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.
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
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.
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
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 Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be 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
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 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
Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.
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).
Testimonial
4.2
(229)
52%
29%
12%
3%
4%
DS
Donna Sherritt, Tax Pros
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
MS
Monica Sok, CPA
Nov 2nd, 2020
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,
Nov 2nd, 2020
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,
Nov 2nd, 2020
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
Nov 2nd, 2020
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
CB
Clairissa Burns, CPA
Nov 2nd, 2020
This presentation was very professionally prepared and presented. They supplied ample information about what they offer and how it can increase your business, The specific CPA clients examples were helpful as real life scenarios
