Practice Management & Development

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Accountant/Bookkeeper/Tax Professionals

Published : May, 2022

Free (Only Today)

0.5 Credit

Subject Area

Business Mgmnt and Org

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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 - 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

Frank Stitely

Partner, Stitely & Karstetter, CPAs

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

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

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