CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

10 Top Accounting Challenges Avii Resolves

  • CPA (CA)
  • CPA (US)
10 Top Accounting Challenges Avii Resolves

1 Credit

FREE

Subject Area

Computer Software and Applications

Webinar Qualifies For

1 CPE credit of Computer Software & Applications for all CPAs

1 CPD credit (Verifiable) for Canadian CPAs

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

Corporate External Financial Reporting Decisions

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

Everything You Need to Know About Partnerships

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

Basis Calculations & Distributions For Pass-thru Entity Owners Schedule K-1 Analysis (Latest)

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QuickBooks: Tricky & Complex Situations for Advance Learners

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

Excel Accountant: Dashboards In-Depth

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

Fraud Update - Latest

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

SOX Internal Controls for Accounts Receivable

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

Understanding Credit Card Frauds

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

Retirement Plan Governance Best Practices: Fiduciary Responsibility

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

Introduction to Business Valuation for a Closely-Held Business

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

S Corporations: Crucial Insights: Ordinary Losses on Stock Sales, Exit Strategies, and Required Conformity to Form K-1

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

Business Loan Basics

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

Remote Workplace Investigations – How to do them correctly

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Oct 18, 2021 | 10:30 AM EDT View Details

Best Overview on Individual Tax Updates Latest (Basic)

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Oct 18, 2021 | 11:00 AM EDT View Details

Federal Tax Update – Individual & Business Current Developments

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Oct 18, 2021 | 11:00 AM EDT View Details

Course Description

We all love top 10 lists. So of everything you can accomplish best in a unified accounting management portal, we’d like to give you further detail on the ways to leverage the functions accounting firms depend upon and value the most. In this session, Avii Co-Founder and CEO Lyle Ball and Aprio CIO Dan Mallory will walk you through the details of our own Top 10 List, which will include the newest ways to design workflows, see detailed reporting, make assignments based on staff availability, and make client interface and document upload more seamless than ever. Plus six more top solutions you won’t want to miss as you work to make your firm more effective and profitable in 2021.

Learning Objectives

  • Design your own workflows, whether they involve 2 steps or 50, with the help of an automated interface
  • See and review detailed reports on budget to actual time and resource allocation
  • Make workflow and task assignments based on both availability and capability assessments of available staff
  • Make client interface and document upload more seamless and transparent than ever before.

Who Should Attend?

  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Young CPA

Testimonial

4.4

(22)
50%
41%
9%
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PT

the presenters are very clear and engaging with the use of poll