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Course Details

Overview of Topics

  • Migrate client write-up to the cloud6 mins
  • Utilize tech to make client write-up more efficient12 mins
  • Generate up-to-the-minute reports with real value16 mins
  • Transform the way you provide key data to the clients18 mins
  • Meet client expectations in the new age of technology48 mins

Course Description

RECOMMENDED FOR ANYONE INVOLVED IN TAX PREPARATION OR ANY TAX ENGAGEMENT. 

Write up work basically means preparing the books to prepare a compilation financial statement. It is boring and tedious and many firms really don't do that much anymore. 

Annual client write up may be perhaps the most simple accounting task for a CPA or Tax professional, but at times because of unorganized documents, missing information and lack of attention from clients can make it really complicated & painful. This 1 hour free CPE webinar will help you in : 

  • How you can simplify busy end-of-year Client Write-Ups with a cloud-based solution ?
  • How you can reducing the mess of your clients book ?
  • How you can deliver an exemplary experience to your clients in the digital age ?
  • How you can analyze the data and create the real value reports to build advisory work with clients. 
  • Using right tools to simplify your end-of-year client write-up

Learning objectives

  • How cloud accounting can make annual write up hassle free.
  • Learn migrating client write up to the cloud.
  • Utilizing tech to make client write up less messy and more efficient.
  • Ready to Import/Export or Mass Upload features with cloud software.
  • Generating up-to-the-minute reports with real value and create opportunity to build advisory work with client

About Presenter

Ted has worked in the accounting industry for the last 18 years and has helped Accountants & Bookkeepers grow their practices through technology.

AccountingSuite is a powerful, all-in-one business application for accounting, cloud banking, order management, inventory management, project and time tracking into one cloud-driven platform.

Review Questions

  • Question 1 : 00:17
  • Question 2 : 00:35
  • Question 3 : 00:50
  1. Which of the following is not considered as a wave of new-cloud based software offerings which are transforming the way data is provided to the clients.
  2. What among these is not mentioned in the webinar as an aspect of meeting client expectations?
  3. What among the given options is not an element of AccountingSuite’s Enterprise level solution for SMB
  1. Cloud-based client write-up software allows accountants to:
  2. What features of Accountingsuite help in collaboration with the clients?
  3. What among these is not a step that is mentioned for an accountant to move their firm and clients to the cloud?
  4. What is given as an example of no more time wasted in manually entering the data?
  5. What is an example of accommodating the clients’ exact needs using Cloud based Write-up software?

FAQ

  • myCPE self-study courses are online.
  • The self-study format allows you to access the material online 24/7 and study at your own pace.
  • As per NASBA guidelines, you have one year from date of registration to complete each program.
  • Complete your final exam at any time and get CPE Credit instantly. You can retake the exam multiple times without any additional charges.
  • Course have minimum passing score of 70% and test takers will not be provided feedback on failed exams.
  • Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.
  • These are Live recorded presentations converted into Self Study (On-Demand Videos).

Refund/Cancellation Policy

  • For more information regarding refund, complaint and program cancellation policies, please contact our offices at 646-688-5128
  • Please email to [email protected] in case of any self study program queries.

Reviews

4.4
(67)
58%
27%
9%
6%
0%
SD
SANDRA DECKER , CPA
good
TP
Thais Pentony , CPA
Great video and interesting new software.
BB
Barbra Battista , CPA
INFORMATIVE AND VERY INTERESTING.
WB
William Berardi , CPA
Interesting and useful
SA
Stephen Arrow
Excellent Course

NASBA Approved

MY-CPE LLC, 1600 Highway 6 South, Suite 250, Sugar Land, TX, 77478

MY-CPE LLC - PENDING APPROVAL FOR QAS SELF STUDY DELIVERY METHOD
(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.

upcoming On-Demand Webinars

Ignite Fire Within You
Friday, September 13, 2019 View Details/Register
EMAIL EXTINGUISHER - SIMPLE STEPS TO SHRINK THE INBOX
Friday, September 13, 2019 View Details/Register
DOES YOUR CLIENT OWN SHARES IN FOREIGN CORPORATION? IMPACT OF TJCA
Friday, September 13, 2019 View Details/Register
BIGGEST DISRUPTION IN STAFFING FOR ACCOUNTING FIRMS
Friday, September 13, 2019 View Details/Register
INTERNATIONAL TAX: CONCEPTS IN A GLOBAL SOCIETY
Friday, September 13, 2019 View Details/Register
INTERNATIONAL TAX FOR THE GROWING BUSINESS
Friday, September 13, 2019 View Details/Register
PRE-IMMIGRATION TAX PLANNING STRATEGIES
Friday, September 13, 2019 View Details/Register
CYBERSECURITY – DO’S AND DON’TS in 2019
Friday, September 20, 2019 View Details/Register
The Real Truth about Reverse Mortgages
Friday, September 27, 2019 View Details/Register
ACCOUNTING & CPA FIRMS - TRANSFORM #1 CHALLENGE OF STAFFING INTO AN OPPORTUNITY
Friday, September 27, 2019 View Details/Register
CALSAVERS - CALIFORNIA'S MANDATORY RETIREMENT PROGRAM
Friday, September 27, 2019 View Details/Register
OUR NATIONAL RETIREMENT CRISIS AND THE COSTS TO EMPLOYERS
Friday, September 27, 2019 View Details/Register
HOW TO BECOME THE TOP ACCOUNTANT IN TODAY'S WORLD
Friday, September 27, 2019 View Details/Register
THE BIG DEBATE: PASSIVE VS. ACTIVE INVESTING
Friday, September 27, 2019 View Details/Register
Analytics-Based Corporate Performance Management (CPM)
Friday, September 27, 2019 View Details/Register
  • Cost FREE
  • CPE Credits 1
  • Subject Area Accounting
  • Course Level Basic
  • Instructional Method QAS Self Study
  • Prerequisites None
  • Advanced Preparation None
  • Recorded Date December 23 ,2019
  • Published Date January 27 ,2020
  • Who should attend? Accountant CFO/Controller CPA - Small Firm CPA - Mid Size Firm CPA - Large Firm Accounting Firm CPA (Industry) Young CPA CPA in Business Entrepreneurial CPA Outsourced CFO Accounting Practice Owners Senior Accountant VP Accounts Accounts Director Cloud Accountants Chief Accounting Officer Entrepreneurial Accountant
  • Handout Material Download
  • Key Terms Download

upcoming On-Demand Webinars

Ignite Fire Within You
Friday, September 13, 2019 View Details/Register
EMAIL EXTINGUISHER - SIMPLE STEPS TO SHRINK THE INBOX
Friday, September 13, 2019 View Details/Register
DOES YOUR CLIENT OWN SHARES IN FOREIGN CORPORATION? IMPACT OF TJCA
Friday, September 13, 2019 View Details/Register
BIGGEST DISRUPTION IN STAFFING FOR ACCOUNTING FIRMS
Friday, September 13, 2019 View Details/Register
INTERNATIONAL TAX: CONCEPTS IN A GLOBAL SOCIETY
Friday, September 13, 2019 View Details/Register
INTERNATIONAL TAX FOR THE GROWING BUSINESS
Friday, September 13, 2019 View Details/Register
PRE-IMMIGRATION TAX PLANNING STRATEGIES
Friday, September 13, 2019 View Details/Register
CYBERSECURITY – DO’S AND DON’TS in 2019
Friday, September 20, 2019 View Details/Register
The Real Truth about Reverse Mortgages
Friday, September 27, 2019 View Details/Register
ACCOUNTING & CPA FIRMS - TRANSFORM #1 CHALLENGE OF STAFFING INTO AN OPPORTUNITY
Friday, September 27, 2019 View Details/Register
CALSAVERS - CALIFORNIA'S MANDATORY RETIREMENT PROGRAM
Friday, September 27, 2019 View Details/Register
OUR NATIONAL RETIREMENT CRISIS AND THE COSTS TO EMPLOYERS
Friday, September 27, 2019 View Details/Register
HOW TO BECOME THE TOP ACCOUNTANT IN TODAY'S WORLD
Friday, September 27, 2019 View Details/Register
THE BIG DEBATE: PASSIVE VS. ACTIVE INVESTING
Friday, September 27, 2019 View Details/Register
Analytics-Based Corporate Performance Management (CPM)
Friday, September 27, 2019 View Details/Register