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Moving Your Firm from Compliance to Advisory and How This Transition has Accelerated with the Pandemic

  • CPA (US)
  • CFE
  • CMA
  • CPA in Canada
  • ACCA
  • CA - ICAEW
  • CA - Scotland
  • CA - Ireland
  • CPA - Ireland
  • Accountant/Bookkeeper/Tax Professionals

Published : February, 2022

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Free (Only Today)

0.5 Credit

Subject Area

Business Mgmnt and Org

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

  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Overview

  • Introduction
    01 mins
  • TaxExact
    02 mins
  • Factors affecting acceleration from compliance to advisory
    05 mins
  • New concept of zoom town
    6 mins
  • Turn preparers into reviewers
    10 mins
  • Slashing time on compliance and getting outsourcing
    20 mins

Course Description

In this podcast, Christopher Rivera, Director of Client relations, Entigrity Offshore Staffing, takes a conversation forward on Building Kickass Offshore Team with Janel Sykora, Chief Marketing Officer, TaxExact for Accountants.

They discuss on following subjects:

  • Outsourcing as a solution to accounting firm’s time-consuming problem
  • The shift in the labor market towards zoom town
  • Converting preparers into reviewers and consultants with the integration of TaxExact software
  • Impact of technology for generation z employees to find meaningful work

Learning Objectives

  • To explore outsourcing as a solution to the most feasible solution for time-consuming tasks
  • To discuss the shift in the labor market towards zoom towns
  • To identify how you can convert your accounts and tax preparers into reviewers and consultants
  • To help the employees find more meaningful work
  • To recognize how accounting firms can find their marketing message and niche

Course Qualification

Webinar Qualifies For

  • 0.5 CPE Credit of Business Mgmnt and Org for Certified Public Accountants (CPA-US)
  • 0.5 General Credit of Business Mgmnt and Org for Accountant/Bookkeeper/Tax Professionals
  • 0.5 CPD Credit of Business Mgmnt and Org for CPA in Canada
  • 0.5 CPE Credit of Business Mgmnt and Org for Certified Fraud Examiner (CFE)
  • 0.5 CPE Credit of Business Mgmnt and Org for Certified Management Accountants (CMA)
  • 0.5 CPD Credit for Association of Chartered Certified Accountants (ACCA)
  • 0.5 CPD Credit for Chartered Accountant - ICAEW
  • 0.5 CPD Credit for Chartered Accountants - Scotland
  • 0.5 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 0.5 CPD Credit for CPA - Ireland

Additional details

  • Course Level :
    Basic
  • Credits :
    0.5
  • 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

Expert Speaker

Janel Sykora

Chief Operating Officer, TaxExact, Inc.

Janel is an experienced B2B sales and marketing expert with over 25 years of experience helping corporate giants generate millions in sales.

Revenue growth is in Janel's DNA. At its foundation, she believes profitable growth in public accounting firms starts with the right technology for driving maximum efficiency into the tax compliance process. Done correctly, capacity can be gained for business development and sales strategy.

Janel helps firms transform their tax compliance processes to support their business vision. She also teaches firms how to create and implement marketing and sales strategies that drive profitable growth without adding resources.

Most of her career has been focused on the FinTech and SaaS space, with the past several years dedicated to working in the accounting space. She brings a strategic approach to marketing and sales leadership to TaxExact. Also a mom to 2 teenage daughters (and 4 more of the canine variety), Janel enjoys spending time with family or on the Peloton when not working.

About Company

TaxExact, Inc.

taxexact.com/

TaxExact, Inc. was founded in 2020 to transform the 1040 review process and help tax professionals gain time and tools to identify advisory opportunities.

TaxExact is the only tax verification tool on the market that transforms the review process and reduces staff burnout. Until now, the focus has largely been on automating the tax preparation process. This patent pending technology works seamlessly with your existing tax software to shorten the entire 1040 review process for tax professionals. 

TaxExact verifies the accuracy of every return, dramatically reduces review time, and develops staff to increase retention. With an intuitive user experience and built in workflow, you’ll also be able to identify key indicators in a return that can lead to advisory services.

Host

Chris Rivera

Director of Client Relations, Entigrity Solutions LLC

Christopher Rivera, Chris serves as a Director of Client Relations and Business Development at Entigrity. He is an expert at leading and managing teams actively from the front. 

His expertise in sales, training, coaching, mentoring and influencing combined with his competitive nature makes him a strong leader.  

Chris has traveled through the length and width of the country and has spoken with more than five thousand CPAs, understanding their challenges and limitations. On the grounds of that, he can now easily provide opinions and solutions that can be immensely helpful to professionals. He has also represented Entigrity at a number of major accounting conferences and networking events, voicing his thoughts on various subjects pertaining to the accounting industry, some of which are:

OFFSHORING RELATED TOPICS
  • Integrating offshore and onshore teams.
  • How offshoring can bring Multi-dimensional transformation change in accounting firms.
  • What roles can be shifted offshore.
  • Remote Working & Offshore Hiring for Accounting Firms.
  • Best Practices in Offshoring
  • What tasks to allocate while starting offshoring?
  • Interview Tips for Hiring Offshore Staf
  • How to Onboard an Offshore Staff Member

Entigrity is a global leader in providing outsourcing for accounting firms and one of the preferred outsourcing partners for 30 out of the top 100 US Accounting firms. With a large workforce of over 2000+ accounting experts, we are already assisting over 600 accounting & CPA firms in the United States and Canada.

 

The company helps small and mid-sized accounting firms hire qualified and experienced offshore staff that work from our offices in India. Entigrity has helped accounting firms in overcoming staffing challenges and building offshore teams.

 

The Company was recently inducted into the BDO alliance partnership and was the first company in this segment to become a platinum partner with IMA (The Association of Accountants and  Finance Professionals in Business).

 

About Company

Entigrity Solutions LLC

www.entigrity.com/

Entigrity is a leading offshore staffing solutions provider to 600+ accounting and tax firms situated across the US, CA, and the UK). The company helps small and mid-sized accounting firms hire qualified and experienced offshore staff that works from our offices in India.

Headquartered in Sugar Land, TX, Entigrity has 7 offshore offices located across India; 3 of them in Ahmedabad and 1 each in Indore, Vadodara, Rajkot & Kochi. They are an ISO 27001:2013 certified organization for information security and ISO 9001:2013 certification for quality management. They exceed the standard compliances for best business practices in terms of information security and quality management. Entigrity has provided consultation/advice to over 3000 accountants and assisted them in converting some of their core challenges into opportunities. 

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.
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  • 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.
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