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Make Accounting Write-Up Simple, Easy & Quick This Tax Season

4.4 (542)

Edward Mcrae, CPA

AccountingSuite

  • CPA

Published: January, 2020

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Before starting this self study program, please go through the instructional document.

Overview

  • Migrate client write-up to the cloud
    6 mins
  • Utilize tech to make client write-up more efficient
    12 mins
  • Generate up-to-the-minute reports with real value
    16 mins
  • Transform the way you provide key data to the clients
    18 mins
  • Meet client expectations in the new age of technology
    48 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

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Practice Owners
  • Accounts Director
  • CFO/Controller
  • Chief Accounting Officer
  • Cloud Accountants
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Outsourced CFO
  • Senior Accountant
  • VP Accounts
  • Young CPA

Testimonial

4.4

(542)
57%
30%
11%
2%
0%

KR

yes

AK

informative

VS

Great webinar

MH

This webinar provided a very interesting perspective into the world of cloud based write-up software and its many tools that can help increase the performance of a business.

BM

Learned something new!

KZ

interesting info