REMOTE WORKING IS WAY FORWARD TO GROW: FOR CPA FIRMS, TAX & ACCOUNTING FIRMS
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Course Details

Overview of Topics

  • Why Create a Remote-capable Firm?5 mins
  • Scanners – Getting the Data into the Cloud18 mins
  • PDF Manipulation Tools21 mins
  • Setup Your Staff to Succeed Remotely23 mins
  • VOIP Phone System26 mins
  • Collaborating with Your Staff29 mins
  • Collaborating with Your Clients34 mins

Course Description

The rising popularity of remote work and companies seeking out remote employees comes as no surprise as new, innovative technology makes telecommuting and virtual collaboration easier and more effective than ever before.The way we work has dramatically evolved over the years to an “always on” environment largely due to advancements in technology. Employees, especially millennials and boomers, want more flexibility and in return are likely to stay with a firm longer when they can opt to work remote.

Any firm who wants to achieve consistent and sustained business growth needs to discover a competitive advantage that will put them on the path to success well into the future. These competitive advantages may come in the form of increased productivity among staff, more efficiency within projects, smoother operations of every element of the business, or a combination thereof. The only way to achieve such an edge is to shed old habits and embrace new technologies that help you operate more effectively. This can feel intimidating to think about as many questions arise when considering a remote staff. 

In this webinar we’ll address how to become a remote leader, why remote staffing is critical to your firm’s growth, and share the tools you’ll need to staff and feel confident in your remote staff. Join this webinar to understand how you can increase your revenue by working remotely and transform your clients experience.

Webinar Qualifies for

  • 1 CPE credit of Business Management & Organization for all CPAs
  • 1 General Educational credit for Tax Professionals/Bookkeepers/Accountants

Learning objectives

  • To recognize remote office technology is about more than surviving the next pandemic.
  • To identify the hardware and software pieces that make you more efficient even when working from your office.
  • To identify the collaboration strategies for working more efficiently with your staff.
  • To identify the steps of transforming your clients experience and how to attract younger clients.

About Presenter

FRANK STITELY, CPA

Advisor,Clarity Practice Management, LLC

richard@rothsteinconsulting.com

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.

Clarity Practice Management, LLC provides cloud-based practice management software, which combines project management, client communications,a nd staff collaboration on one platform. Clarity helps CPAs and accountants manage their practices without letting their practices manage them.

Review Questions

  • Question 1 : 00:15
  • Question 2 : 00:30
  • Question 3 : 00:40
  1. According to the webinar, what are the advantages of offshore staffing?
  2. What is required to create remote capable firm?
  3. What you need for setup remote operations?
  1. Which of the following are types of remote working?
  2. What is disadvantages to create remote capable firm?
  3. For what type of firms does offshore staffing work best?
  4. Which of the following methods are used for document access with your offshore staff?
  5. Which of the following should be used to take advantage of time – zone difference?

FAQ

  • myCPE self-study courses are online.
  • The self-study format allows you to access the material online 24/7 and study at your own pace.
  • As per NASBA guidelines, you have one year from date of registration to complete each program.
  • Complete your final exam at any time and get CPE Credit instantly. You can retake the exam multiple times without any additional charges.
  • Course have minimum passing score of 70% and test takers will not be provided feedback on failed exams.
  • Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.
  • These are Live recorded presentations converted into Self Study (On-Demand Videos).

Refund/Cancellation Policy

  • For more information regarding refund, complaint and program cancellation policies, please contact our offices at 646-688-5128
  • Please email to   help@my-cpe.com  in case of any self study program queries.

Reviews

4.5
(407)
61%
32%
7%
0%
0%
  • KJ
    Karen Joyce
    Aug 1st 2020
    Was surprised to learn that older age groups (65+) are not really wanted by companies as their computer skills are not adequate.
NH
Nick Heimbaugh , CPA
ok
KB
Kevin Bergeron , CPA
good
VB
Vicki Brask , CPA
Enjoyed content and recommendations for software programs. Very helpful.
JT
Judy Tygard , EA
5 star excellent
JP
joel posin , CPA
very informative

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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Revenue – Five Steps to Recognition
Wednesday, July 29, 2020 View Details/Register
GUIDE TO DEPRECIATION UNDER THE TCJA
Wednesday, July 29, 2020 View Details/Register
PAYROLL FRAUD INFORMATION AND DISCUSSION
Wednesday, July 29, 2020 View Details/Register
Forecasting in a Time of Uncertainty (COVID-19)
Tuesday, July 28, 2020 View Details/Register
TAX IMPLICATIONS AND PLANNING DUE TO COVID-19
Tuesday, July 28, 2020 View Details/Register
UBIT Under The TCJA
Tuesday, July 28, 2020 View Details/Register
Tax Planning Under Tax Cuts & Job Act : 10 Tips to Reduce Taxes for your Clients
Tuesday, July 28, 2020 View Details/Register
Tax Consequences on the CARES Act – Overview of major tax issues from the CARES Act and related notice including planning tec
Monday, July 27, 2020 View Details/Register
CECL Overview
Monday, July 27, 2020 View Details/Register
Accounting for Business Combinations Overview
Monday, July 27, 2020 View Details/Register
Accounting Principle Changes
Monday, July 27, 2020 View Details/Register
CIRCULAR 230
Monday, July 27, 2020 View Details/Register
UNDERSTANDING THE ENTITIES: PLANNING AND COMPLIANCE
Monday, July 27, 2020 View Details/Register
BEYOND WORKING REMOTELY – CASE STUDIES | BENEFITS | CHALLENGES FOR ACCOUNTING & TAX FIRMS.
Friday, July 24, 2020 View Details/Register
Excel Accountant: Auditing Excel Workbooks
Friday, July 24, 2020 View Details/Register
  • Cost FREE
  • CPE Credits 1
  • Subject Area Business Management and Organization
  • Course Level Basic
  • Instructional Method QAS Self Study
  • Prerequisites None
  • Advanced Preparation None
  • Recorded Date July 10 ,2020
  • Published Date July 14 ,2020
  • Who should attend? Accountant CPA - Small Firm CPA - Mid Size Firm Accounting Firm Young CPA CPA in Business Entrepreneurial CPA Accounting Practice Owners Accounting Managers
  • Handout Material Download
  • Key Terms Download

On-Demand Webinars

Revenue – Five Steps to Recognition
Wednesday, July 29, 2020 View Details/Register
GUIDE TO DEPRECIATION UNDER THE TCJA
Wednesday, July 29, 2020 View Details/Register
PAYROLL FRAUD INFORMATION AND DISCUSSION
Wednesday, July 29, 2020 View Details/Register
Forecasting in a Time of Uncertainty (COVID-19)
Tuesday, July 28, 2020 View Details/Register
TAX IMPLICATIONS AND PLANNING DUE TO COVID-19
Tuesday, July 28, 2020 View Details/Register
UBIT Under The TCJA
Tuesday, July 28, 2020 View Details/Register
Tax Planning Under Tax Cuts & Job Act : 10 Tips to Reduce Taxes for your Clients
Tuesday, July 28, 2020 View Details/Register
Tax Consequences on the CARES Act – Overview of major tax issues from the CARES Act and related notice including planning tec
Monday, July 27, 2020 View Details/Register
CECL Overview
Monday, July 27, 2020 View Details/Register
Accounting for Business Combinations Overview
Monday, July 27, 2020 View Details/Register
Accounting Principle Changes
Monday, July 27, 2020 View Details/Register
CIRCULAR 230
Monday, July 27, 2020 View Details/Register
UNDERSTANDING THE ENTITIES: PLANNING AND COMPLIANCE
Monday, July 27, 2020 View Details/Register
BEYOND WORKING REMOTELY – CASE STUDIES | BENEFITS | CHALLENGES FOR ACCOUNTING & TAX FIRMS.
Friday, July 24, 2020 View Details/Register
Excel Accountant: Auditing Excel Workbooks
Friday, July 24, 2020 View Details/Register