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

  • ACCT/BK
  • CPA (US)
  • CA - ICAEW
  • ACCA
  • CA - Ireland
  • CA - Scotland
  • CPA - Ireland
  • CFIRS
  • CWS

Published: December, 2019

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

  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

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

Course Qualification

Webinar Qualifies For

  • 1 CPE Credit of Accounting for Certified Public Accountants (CPA-US)
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1 General Credit for Accountant/Bookkeeper (ACCT./BK)
  • 1 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 1 CPD Credit for CPA - Ireland
  • 1 CPD Credit for Chartered Accountants - Scotland
  • 1 CPD Credit for Chartered Certified Accountants (ACCA)
  • 1 CPD Credit for Chartered Accountants - ICAEW

Additional details

  • Course Level :
    Basic
  • Credits :
    1
  • Instructional Method :
    QAS Self Study
  • 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

Ted McRae, CPA (US)

Director of Marketing & Growth, AccountingSuite

Ted has worked in the accounting industry for the last 23 years and has helped Accountants & Bookkeepers grow their practices through technology.

Ted was employee number 15 at Xero US and helped with Go to Market plans for their Partner Channel in the states. 

About Company

AccountingSuite

www.accountingsuite.com

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.

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

4.4

714 Ratings

Excellent

398

Very Good

218

Average

87

Poor

9

Terrible

2

JCJ

Jojo Chuk Joannak1128@gmail.com, CPA (US)

Apr 20th, 2022

0

GM

Ghazwan Mikeal, CPA (US)

Nov 19th, 2021

great course

KM

Kelsey Mason, CPA (US)

Oct 23rd, 2021

Great presentation and demo!

LAA

Lillian Antunez Antunez, CPA (US)

Mar 8th, 2022

It was OK

TH

Thuong Hoang, CPA (US)

Feb 25th, 2022

question 1 was asked incorrectly

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