CPE Webinar on Smarter Growth

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4 Lessons For Smarter Growth In 2021

Reviewed

November, 2023

Ty Sank

Learning Objectives

Best practices for project management
Tools for staying on target and under budget
To understanding how to capitalize on resource and staff management
To identifying how to more efficiently manage your firm

Course Description

The New Year brings the opportunity to reorganize and refresh your business for a successful 2021 and beyond. Perhaps the most critical path to success and growth for accounting firms is the ability to efficiently run and optimize your project and staff management. The most critical path to success and growth for accounting firms is the ability to efficiently run and optimize your project and staff management. Join this online webinar where we’ll show you how to get it done.

Key topics:

How to more efficiently manage projects
Communicating in real-time, including project status and workflow management
Staying on target and under budget
How to optimize staff management
Setting billable utilization targets
Managing expectations with your staff

Overview

Dashboard

8 mins
Learning about Engagements

16 mins
Summary by due date

23 mins
Timesheet summary by date range

33 mins
Client engagement realization

44 mins

Webinar Qualifies For

1 CPE Credit of Business Mgmnt and Org for Certified Public Accountants (CPA-US)
1 General Credit of Business Mgmnt and Org for Accountant/Bookkeeper/Tax Professionals
1 CPD Credit of Business Mgmnt and Org for CPA in Canada
1 CPE Credit of Business Mgmnt and Org for Certified Management Accountants (CMA)
1 CPD Credit for Association of Chartered Certified Accountants (ACCA)
1 CPD Credit for Chartered Accountant - ICAEW
1 CPD Credit for Chartered Accountants - Scotland
1 CPE Credit of Business Mgmnt and Org for Iowa Licensed Public Accountant (IA-LPA)
1 CPD Credit for Chartered Accountants - Ireland (CAI)
1 CPD Credit for CPA - Ireland
1 CPE Credit of Business Mgmnt and Org for Maine Licensed Public Accountant (ME-LPA)
1 CPE Credit of Business Mgmnt and Org for Delaware Licensed Public Accountant (DE-LPA)

About Instructor

Ty Sank

Senior Account Executive, BigTime Software

Ty Sank is an Account Executive and Team Lead at BigTime. He is invested in helping professional services firms run more efficiently, unlocking potential revenue and improving profitability.

Additional Information

Duration

1 Hour

Course Level

Basic

Instructional Method

QAS Self Study

Pre-requisites

None

Advance Preparation

None

FAQ’s

Click Here to View

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.

Ratings and Review

4.2

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Dale Scrimger, CPA (US)

Real life examples and simplification of the material

Kati Meader, CPA (US)

Great presentation! Looks like a great program!

Karl Svazas, CPA (US)

Interesting product

Teresa Hughart, CPA (US)

Good information

Justin Smith, CPA (US)

very informative

1 Credit

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Subject Area

Business Mgmnt and Org

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4 Lessons For Smarter Growth In 2021

Course Details

Learning Objectives

Course Description

Overview

Qualifies for

Webinar Qualifies For

Presenter Details

About Instructor

Ty Sank

Other Details

Additional Information

1 Hour

Basic

QAS Self Study

None

None

FAQ’s

NASBA APPROVED

Ratings and Review

4.2

Dale Scrimger, CPA (US)

Kati Meader, CPA (US)

Karl Svazas, CPA (US)

Teresa Hughart, CPA (US)

Justin Smith, CPA (US)

Subject Area

Unlimited Access Plan

Inclusions

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