Practice Management & Development | 0.5 CPE

Become a Valued Member of myCPE Professionals Community

Trusted by 250,000+ Professionals

"Steven was knowledgeable and thorough…”

Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!

Crystal lovejoy

"Great Customer Service”

Great service and very patient as I asked several questions. Steven answered all my questions and helped me make the right decision in my subscription purchase. Thank you.

Lori corry

"It is what it advertised to be”

It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.

Brian Carey

"Great customer service”

Great customer service. Classes are pertinent. Great value

Steve

1/4

Create Your Free Account

First Name

Last Name

Email Address

Password

Confirm Password

Continue

Already have an account? Log In

Card No.

Card Holder Name

Expiry Date

CVV

Address

Address 2 (Optional)

Zip Code

I Accept myCPE Terms and Conditions

Guaranteed safe & secure checkout

Pay $199

Free (Only Today)

0.5 Credit

Subject Area

Business Mgmnt and Org

Add to Watch List

View More Webinars on

Business Management

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

Course Description
Course Qualification
Presenter
FAQ

Course Description

Overview

Introduction

1 mins
Basics of practice management and development

3 mins
Best practices for effective practice management

4 mins
Where should new firms start when it comes to practice management?

6 mins
Starting with cloud technology for firms

7 mins
Guidance to new employees working remotely

15 mins
Conclusion

22 mins

Course Description

In this podcast, Chris Rivera, Director Client Relations, Entigrity Offshore Staffing, takes a conversation forward on Building Kickass Offshore Team with Frank Stitely, CPA, Owner, Stitly and Karstetter.
They discuss on following subjects:
Basics of practice management and development
Best practices for effective practice management
Where should the new firms start when it comes to practice management?
Starting with cloud technology for firms
Guidance to new employees working remotely
This podcast focuses on the major strategies of effective practice management, the challenges involved, and ways to overcome them.

Learning Objectives

To examine the basics of practice management
To recall the best practices for effective practice management
To elaborate on how to start practice management
To recognize the importance and use of cloud technology in remote working
To identify the challenges in practice management for smaller firms
To recall the strategies for effective offshoring

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 - Ireland (CAI)
0.5 CPD Credit for Chartered Accountants - Scotland
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

Frank Stitely

CEO of Clarity Practice Management, LLC and managing member of Stitely & Karstetter, CPAs. Speaks and present on a wide range of practice management topics including effective workflow, effective client communications, and staff collaboration. Author of "The Relentless CPA: A New 21 Century System for Driving Success at Tax and Accounting Firms. CPA practice specializes in serving small businesses and business owners in the areas of taxation, financial reporting, and business valuation.

About Company

Stitely & Karstetter, CPAs

www.skcpas.com/

CPA firm in Northern Virginia serving small businesses and individuals in the areas of taxation, accounting, and business valuation. Experts in entity selection, tax planning, and business valuation.

Host

Chris Rivera

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

MYCPE ONE

my-cpe.com/

Being qualified accountant himself, Shawn has been in accounting industry for more than a decade now and. Shawn has always been a big believer and advocate of social enterprises and and small accounting firms and business.

# Social Enterprises being a perfect blend of capitalism & socialism are big solutions to many of world problems today & that belief of Shawn has lead him to pioneer “1 Credit 1 Meal Program” #1C1M Initiative in myCPE.

# Small Accounting firms or Small Business in general are life and blood of any economy and helps in building strong economy with equality in resources.

# His curiosity towards Technology & passion of accounting & finance education has really helped in the shaping 2 business entigrity & myCPE

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.
For Refund and Complaint Resolution Policy, CLICK HERE.