CPE Packages (Incl. Ethics) for Multiple States and Qualifications Available. Price $4/credit - CLICK HERE to view.

NAVIGATE YOUR FIRM MANAGEMENT DURING THE CHANGING PHASES. “Solutions to common management challenges arising from the pandemic!”

4.3 (12)

Sia Kal

FY USA LLC

Tuesday, November 03, 2020 | 02:00 PM EDT

  • CPA

1 Credit

FREE

Subject Area

Business Management and Organization

Webinar Qualifies For

1 CPE credit of Business Management & Organization for all CPAs

1 CPD credit (Verifiable) for Canadian CPAs

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Course Description

As an accounting professional, you are not alone if you are wondering, “I have always done accounting for my clients. Client scope challenges are not a trend, they have been here forever. It’s a known fact that not having clarity of scope can impact profits and workload.

Many firms who have wrestled with issues of client scope have accidentally over invested in work. It can be easy to find yourself in a situation where you realize you and the client didn’t have a solid agreement on what that work would mean from a scope or billing perspective, but maybe you feared losing the client, so you did the work.

In this webinar we discuss effective means to submit a change of scope notification to your client and how to set boundaries with your current scope as you provide additional client care.  Accountants often struggle to either catch or notify their clients on time when their work is out of scope. An accounting firm can run an efficient and profitable operation through proper scope management.  It is the partners’ responsibility to provide proper scope management tools for their managers and their teams so that they are able to stay on top of their scope without too much admin work.  This course introduces tools and tactics that can help provide such support.

Learning Objectives

  • To identify effective communication strategies with your clients and your team
  • To identify the ways of creating of new services
  • To recognize which operational changes to consider and how to implement them

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Accounting Practice Owners
  • Business Owner
  • CEO
  • Cloud Firms
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Senior Accountant
  • Staff of Accounting Firm
  • VP Accounts
  • Young CPA

Testimonial

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