Time Management: Be More Productive and Increase your Billable Hours

Course Description
Course Qualification
Presenter
FAQ

Course Description

For professional firms, in all industries, maximizing our time is a struggle. There are only so many hours in the day, and we want to help as many clients as possible. How do we maximize our time and efforts, and not overwork our valued team?

It all comes down to some simple steps of structure and organization for maximum time management effectiveness. When we master these easy-to-implement techniques, we maximize money and happiness for each team member. We have a proven Time Management system we have helped many accounting firms, from the sole-proprietor to 100+ employees, master.

One of our clients increased each Bookkeeper’s billable hours from 72% to 85%+ AND they all got to go home earlier during tax season.

Join us for our workshop on Time Management: From Chaos to Control, and learn how to do the same for your team. We will have your team increasing productivity from Day 1 of implementing the simple techniques we will teach you.

This Business Management webinar is not just theory … It is hands-on, hard-hitting, point-blank strategies that are easy to implement and consistently execute DAILY.

Key topics:

How to take back control of your calendar from Day 1
How to create more time for a less hectic work environment, and still get all your work done
How to increase profitability through time management
How to delegate tasks in an efficient and effective way

Who should attend?

Growth-oriented firms that want double-digit growth and more
You recognize that you need a guide to simplify the process of growth

This is a workshop like no other you have attended. These simple to implement techniques will add time back in your day AND money in your bank account. Like our client who increased billable hours by over 20% in just two months.

Learning Objectives

To create a time target for maximum productivity
To create a default calendar for every position in the firm
To eliminate the “time sucks” in the day
To create a roadmap to consistent DAILY control for success

Recommended For

This CPE webinar is recommended for CPAs, CMAs, CFEs, and other professionals who want to learn about time management and how it will increase the productivity of work.

Who Should Attend?

Accountant
Accounting Firm
Accounting Managers
Bookkeepers & Accountants & Tax Preparers
Certified Fraud Examiner
Certified Management Accountant (CMA)
CPA (Industry)
CPA - Mid Size Firm
CPA - Small Firm
Senior Accountant
Staff of Accounting Firm
Young CPA

Course Qualification

Webinar Qualifies For

1.5 CPE Credit of Business Management and Organization for Certified Public Accountants (CPA-US)
1.5 CPD Credit of Business Management and Organization for Chartered Professional Accountant (CPA Canada)
1.5 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
1.5 CE Credit for Certified Wealth Strategist (CWS)
1.5 General Credit for Accountant/Bookeeper
1.5 CPE Credit of Business Management and Organization for Certified Fraud Examiner (CFE)
1.5 CPE Credit for Certified Management Accountants (CMA)
1.5 CPD Credit for CA - ICAEW
1.5 CPD Credit for Chartered Certified Accountants (ACCA)
1.5 CPD Credit for Chartered Accountants - Ireland (CAI)
1.5 CPD Credit for Chartered Accountants - Scotland
1.5 CPD Credit for CPA - Ireland

Additional details

Course Level :

Basic
Credits :

1.5
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

Scott Finkelstein

Founder, ActionCOACH

Scott grew up in CT and graduated from the University of Hartford. His career started in Investment Banking, where he learned the art of building relationships and hard work. After three decades of leading companies to greater levels of success around the globe, generating over $6 BILLION in new revenue, Scott made the decision to bring his expertise to the greater Austin community locally through the ActionCOACH platform, creating and implementing custom business systems for immediate success. In simple terms, Scott uses his innate passion for helping others succeed, creating wealth and gaining back control of their business, their life! Scott combines this with his knowledge and understanding that a business can thrive best with thoughtful and implemented systems. Scott is the father of two amazing sons. His passion for the joys of growth of his sons is reflected in his willingness to get in the game. His leadership skills lead him to coaching youth sports of baseball, soccer and basketball over the years. His oldest son is currently at the beginning of a successful career having served bravely in the Air Force Special Forces, while his youngest son is pursuing his dream of becoming a major league pitcher.

About Company

ActionCOACH

scottfinkelstein.actioncoach.com/

What do you believe in?

Yes, business coaching will guide you with strategies for sales and marketing to bring significant growth quickly. We will help you create your plan for success, be an amazing leader with clarity in vision. Next, we will help you enhance the current systems and processes, while creating new ones so that you can handle significant growth in your business. That includes building an amazing team that is empowered to be successful every day so you do not have to do it all.

Again, what do you believe in? As the leader of any organization, it all starts with your beliefs, your vision for self and organization, how do you effectively communicate in order to influence others and articulate a vision that all will want to be a part of.

Do you have clarity in your beliefs? Your vision? What about goals and the road map to get there? As your Coach, we will help bring clarity in all the above and more. We do so through a four part process:

Awareness: Helping you see things about yourself, your organization and the market place.

Education: Providing the tools and resources in leadership, communication, strategic planning and management to so your team and you can be successful every day and stay ahead of the competition

Implementation: We help you then take that education, create a plan to implement the knowledge and guide you to the action plan, while staying by your side

Discipline: Holding you accountable, encouraging you to take responsibility for the goals and actions you commit to for growth and success

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

63 Ratings

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Joseph Iwuala, Accountant, CPA (US)

Jun 1st, 2022

very good.

Debbie Warrior, CPA (US)

Feb 18th, 2021

Great class!

Michele Blodgett, Accountant

Feb 16th, 2021

The instructor was very enthusiastic

My CPE, CPA (US)

Feb 16th, 2021

Great course!! I've always struggled with time management, this course provided some great tips and handouts to help with managing time and increasing productivity!