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Workflow Secrets of 7+ Figure Firms

  • CPA (CA)
  • CMA
  • CPA (US)
Free CPE course on Workflow Secrets of 7 Figure Firms

1 Credit

FREE

Subject Area

Business Management and Organization

Webinar Qualifies For

1 CPE credit of Business Management & Organization for all CPAs

1 CPE credit for Certified Management Accountants (CMA)

1 CPD credit (Verifiable) for Canadian CPAs

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

Passive Activity Loss Limitations: Working with the Complex PAL Rules & Real Estate Tax Issues

(13)

Nov 29, 2021 | 09:00 AM EST View Details

SOX Internal Controls for Accounts Payable

(8)

Nov 29, 2021 | 09:30 AM EST View Details

Accounting & Tax Implications of Credit Losses

(2)

Nov 29, 2021 | 09:30 AM EST View Details

Investigating and Resolving Sexual Harassment Claims

(147)

Nov 29, 2021 | 09:30 AM EST View Details

Quickbooks for Desktop PC Exploring the Interface - For Beginners

(17)

Nov 29, 2021 | 10:00 AM EST View Details

Excel Accountant: Intro to Spreadsheets In-Depth

(6)

Nov 29, 2021 | 10:00 AM EST View Details

Yellow Book Boot Camp – Introduction to NFP and Governmental Accounting & Auditing

(11)

Nov 29, 2021 | 10:00 AM EST View Details

Best Overview on Individual Tax Updates Latest (Basic)

(137)

Nov 29, 2021 | 10:00 AM EST View Details

Report Writing Techniques for Audit Professionals

Nov 29, 2021 | 10:00 AM EST View Details

Auditing & Attest Update - Hot Topics For Current Period Audits And Other Attest Services

(1)

Nov 29, 2021 | 10:00 AM EST View Details

Adding Value through Plan Governance: Essential Documents

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Nov 29, 2021 | 10:30 AM EST View Details

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

(126)

Nov 29, 2021 | 11:00 AM EST View Details

Everything You Need to Know About Partnerships

(15)

Nov 29, 2021 | 11:00 AM EST View Details

Employment Branding and YOU!

Nov 29, 2021 | 11:00 AM EST View Details

Effectively Handling CP 2100 letter and B Notices

Nov 29, 2021 | 11:00 AM EST View Details

Course Description

In this live CPE webinar, presenter David Cristello will cover the most critical factors, frameworks, and questions when developing highly profitable (and scalable) workflows.

Through this CPE course you will gain a better understanding of how to standardize your processes so you can have confidence that nothing will slip through the cracks. Join us to learn how to delegate and easily keep track of deadlines so you can see how your team is doing without getting lost in the weeds.

Major topics covered in this online CPE webinar:

  • The “workflow question” an acquirer asks when assessing the business
  • The mindset shift smart firm owners make as they scale
  • Common bottlenecks as you grow (and how to overcome them) 
  • How to adopt and apply a “scalable” workflow mindset for you firm
  • How to avoid common workflow traps as you grow
  • How to quickly document processes (in or outside of software!)

Learning Objectives

  • To discover how Jetpack Workflow's S.A.T. method can help reduce new client & employee onboarding by 60%
  • To discuss examples of how firms can track over 2,000 clients without missing a deadline
  • To Discover the core features that can save as much as 7 admin hours per week
  • To explain the "go to" resources to ensure successful setup & implementation (templates, implementation team, and more)

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Practice Owners
  • Bookkeepers & Accountants & Tax Preparers
  • Certified Management Accountant
  • Certified Public Accountant
  • Chartered Certified Accountant (ACCA)
  • Chartered Professional Accountant
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Firm
  • Young CPA

Testimonial

4.4

(52)
48%
40%
12%
0%
0%

LK

Instructor is an excellent coach and instructor.

KS

Enjoyed handouts

BB

GOOD WEBINAR