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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.

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

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

About Presenter

Sia Kal

Managing Partner, FY USA LLC

skal@fyinternational.com

Sia has spent all his career developing business improvement methodologies for Accounting and Law firms. He has created compelling marketing content, professional courses and workshops accredited for CPE, and seminars attended by hundreds of firms worldwide.

Sia has enabled hundreds of professional services firms, including former managers of the ‘Big 4’, to resolve issues that impeded their ability to achieve success beyond expectations.

Sia’s passion is to instill morality and fair dealing in the business world to cultivate relationships. His key to success has been ‘putting people before profit,’ a strategy that has proven to be profitable.

FY International (FY) is an international network of independent accounting, legal, and consulting firms. We have a strong presence throughout the Americas and a growing presence in Europe. 

FY was established as a global platform to generate local business. For us, global and local are two sides of the same coin. Our network helps local firms get the international reach they and their customers need in order to grow and bring prosperity for them and their economies. 

We are uniquely equipped to deal with the geographical, cultural, and linguistic barriers of doing business internationally. Together we apply resources and solutions suited to the needs of international markets.

With over 26 years of experience, we can help professionals understand what their risks are and how to face them. In addition, with our Business Development Division’s dedication to generating economic growth, we constantly seek opportunities to produce sustainable value to our clients.

FAQ

  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete webinar and respond to all polling questions asked during the webinar. CPE is 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
  • 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
  • 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 are Canadian Chartered Professional Accountant (CPA) many of our courses qualifies for your verifiable CPD requirements you will get your certificate for the program. You can check a tab of “Webinar Qualifies for” for the same.However please do verify with respective regulatory body about the eligibility for the same.
  • Many of our courses are approved by “CFP Board” for CE credits of certified financial Planner(CFP). Please check a tab of “Webinar Qualifies for” to verify whether webinar qualifies for CE credits for CFP or not.

Refund/Cancellation Policy

For more information regarding refund, complaint and program cancellation policies, please contact our offices at 646-688-5128

In case any of the course or live webinars gets cancelled we would be refunding you the entire amount (if paid).

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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.

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  • Cost FREE
  • CPE Credits 1
  • CPD Credits 1
  • Subject Area Business Management and Organization
  • Course Level Basic
  • Instructional Method group internet based
  • Prerequisites None
  • Advanced Preparation None
  • Who should attend? Accountant Business Owner CPA - Small Firm CPA - Mid Size Firm CPA - Large Firm Accounting Firm Young CPA CPA in Business Entrepreneurial CPA Accounting Practice Owners Senior Accountant VP Accounts CEO Cloud Firms Entrepreneurial Accountant Accounting Managers Staff of Accounting Firm
  • Handout Material Download

upcoming Live CPE Webinars

S-Corp Preparation, Basis Calculations & Distributions – Form 1120S Schedule K & K-1 Analysis
Wednesday, November 25, 2020 | 10:00 AM EST View Details/Register
Annual Federal Tax Update - C & S Corporations, Partnerships & LLCs (Forms 1120, 1120S & 1065)
Wednesday, November 25, 2020 | 10:00 AM EST View Details/Register
How to deal effectively with IRS Examinations and Criminal Investigations?
Wednesday, November 25, 2020 | 10:00 AM EST View Details/Register
Winning the Fraud Battle in the 21st Century: Prevention and Detection
Wednesday, November 25, 2020 | 10:30 AM EST View Details/Register
Tactical and Strategic Roth Conversions in 2020 after the Secure Act (Latest Update)
Wednesday, November 25, 2020 | 10:30 AM EST View Details/Register
QBO: Banking Feed and Reconciling - Make Rules & Automate
Wednesday, November 25, 2020 | 11:00 AM EST View Details/Register
Best Workshop on Partnership & LLC (Form 1065) Tax Return Review & Case Study (NEW)
Wednesday, November 25, 2020 | 08:00 AM PST View Details/Register
How to not be an HR Failure – from an employment law perspective
Wednesday, November 25, 2020 | 11:00 AM EST View Details/Register
Detailed Workshop on IRS Audit, Representation, Resolution.
Wednesday, November 25, 2020 | 08:00 AM PST View Details/Register
Practical Guide To Fraud 2020: Including Cash, Inventory & General Frauds
Wednesday, November 25, 2020 | 08:00 AM PST View Details/Register
Crucial Insights for Real Estate: Part 3
Wednesday, November 25, 2020 | 11:00 AM EST View Details/Register
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Wednesday, November 25, 2020 | 12:00 PM EST View Details/Register
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Wednesday, November 25, 2020 | 12:30 PM EST View Details/Register
Business Tax Update 2020
Wednesday, November 25, 2020 | 01:00 PM EST View Details/Register
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Wednesday, November 25, 2020 | 01:30 PM EST View Details/Register