myCPE

Make Accounting Write-Up Simple, Easy & Quick This Tax Season 1 Credit

Make Accounting Write-Up Simple, Easy & Quick This Tax Season 1 Credit

  • Rating

    4.4

  • Reviewed on

    April, 2023

  • Subject Area

    Accounting

Learning mode

On Demand
  • Access the course at your convenience
  • Take the assessment test
  • Get your certificate
  • Attend the live interactive session
  • Answer the polling questions
  • Get your certificate

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

Course Overview

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

On Demand Credits for All Qualifications

License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 1 CPE Approved

Additional Information

Credit

1

Course Level

Basic

Instructional Method

QAS Self Study

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.

About Instructor

Edward Mcrae

Edward Mcrae

Assistant Manager, AccountingSuite

  • 4.4
  • rating
  • rating
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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. 

On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses approved by NASBA and other regulatory bodies?

Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Reviews and Ratings

out of 5

Excellent (57%)

Very Good (30%)

Average (12%)

Poor (1%)

Terrible

MH

Matthew Hertneky, Staff Accountant

5

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.

CH

Crystal Hacker, Owner

5

I enjoy the flexibility of being able to do this course on my own time and learn new things or things I had even forgot about.

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Inclusions

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    Certifications & Reporting

    We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.

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