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HOW TO STRATEGIZE YOUR FIRM’S GROWTH AND EXPAND MARGINS IN THE NEW WORLD

  • Accountant
  • CPA (CA)
  • CPA (US)
  • CFIRS
  • CWS
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

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 a strategy on how to redefine my business operations in this new world?

4. Do I have a 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 the 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
  • Learning from successful firms case studies.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Practice Owners
  • Auditors
  • Bookkeeper
  • Business Owner
  • CEO
  • Cloud Accountants
  • Cloud Firms
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Enrolled Agent
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • QB Pro Advisor
  • Tax Firm
  • Tax Practitioners
  • Tax Preparer
  • Xero Advisor
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 CPE Credit of Business Management and Organization for Certified Public Accountants (CPA-US)
  • 1 CPE Credit of Business Management and Organization for Certified Public Accountants (CPA-US)
  • 1 CPD Credit for Chartered Professional Accountant (CPA Canada)
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1 General Credit for Accountant/Bookkeeper/Tax Professionals

Additional details

  • Course Level :
    Basic
  • Credits :
    1
  • Instructional Method :
    Group Internet Based
  • Pre-requisites :
    None
  • Advance Preparation :
    None

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.

Presenter

About Presenter

Shawn Parikh

Chief Executive Officer (CEO), Entigrity Solutions LLC

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 work 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 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 

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

About Company

Entigrity Solutions LLC

www.entigrity.com/

Entigrity is a leading offshore staffing solutions provider to 600+ accounting and tax firms situated across the US, CA, and the UK). The company helps small and mid-sized accounting firms hire qualified and experienced offshore staff that works from our offices in India.

Headquartered in Sugar Land, TX, Entigrity has 7 offshore offices located across India; 3 of them in Ahmedabad and 1 each in Indore, Vadodara, Rajkot & Kochi. They are an ISO 27001:2013 certified organization for information security and ISO 9001:2013 certification for quality management. They exceed the standard compliances for best business practices in terms of information security and quality management. Entigrity has provided consultation/advice to over 3000 accountants and assisted them in converting some of their core challenges into opportunities. 

Faq

FAQs content

  • 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.

Ratings and Review

4.6

485 Ratings

Excellent

322

Very Good

149

Average

14

Poor

0

Terrible

0

CA

Catherine Anderson, EA

Mar 15th, 2021

myCPE webinars are always so informative. I found myself thinking of how quickly I could get an additional well-educated accountant through Entigrity and get the help I need.

LB

Larry Bartlett, Accountant

Dec 14th, 2020

I once used offshore outsourcing and it worked moderately well for me, but my ideal helper or employee is one I can meet with regularly face to face.

CN

Charles Nigl, CPA (US)

Dec 8th, 2020

Outsourcing overseas is not in my current plans. I did not expect over half of the time to be spent on that subject.

AL

Austin Lehman, CPA (US)

Dec 1st, 2020

Do we receive additional CPE credits if time runs significanly over the 50 minute CPE allotment?

JB

Jake Bartholomew, CPA (US)

Dec 7th, 2020

It was good to learn about opportunities in hiring in other countries, such as India.

HOW TO STRATEGIZE YOUR FIRM’S GROWTH AND EXPAND MARGINS IN THE NEW WORLD

FREE

1 Credit

Subject Area

Business Management and Organization

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