4 Most Common Accounting Firm Operation Gaps & How to Fix Them

  • Accountant
  • CPA (CA)
  • CFE
  • CPA/CITP
  • CMA
  • CPA (US)
  • CA - ICAEW
  • ACCA
  • CA - Ireland
  • CA - Scotland
  • CPA - Ireland
  • CFIRS
  • CWS

Published: July, 2008

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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

  • Agenda
    4 mins
  • Engagement of Common Accounting Firm.
    14 mins
  • Engagement Dashboard
    19 mins
  • Time/Expense
    27 mins
  • Client/Staff Realization Report
    35 mins

Course Description

2020 has been a year. As we look forward, it’s more important than ever to start planning for a successful 2021 for your accounting firm.

Where to begin? We gathered the most common gaps in firm operations and identify ways to combat those gaps with easier, more efficient ways to operate and grow your business.

Join our upcoming webinar where we’ll share top tips on how you can:

  • Streamline your workflow at every stage of the engagement lifecycle. Always know who is working on what engagement, where it stands, and when that engagement is due and completed. 
  • Stay informed in an instant with robust analytics capabilities. Leverage pre-built report templates to track common KPIs or build a custom report to capture insights on realization, utilization and billability.
  • Invoice faster and easier. Make getting paid seamless, for both you and your clients.
  • Integrate your operations with QuickBooks. Say goodbye to double-entry and hello hassle-free data migration.

Learning Objectives

  • To identify the steps for streamlining the accounting firm operations.
  • To identify the benefits of streamlining the accounting firm operations.
  • To identify the ways of leveraging the Accounting Firm Operations and Technology
  • To identify the ways of tracking your accounting operations

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Bookkeepers & Accountants & Tax Preparers
  • Business Owner
  • Certified Public Accountant (CPA)
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA in Business
  • Senior Accountant
  • Tax Accountant (Industry)
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 CPE Credit of Business Management and Organization for Certified Public Accountants (CPA-US)
  • 1 CPD Credit of Business Management and Organization for Chartered Professional Accountant (CPA Canada)
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1 General Credit for Accountant/Bookeeper
  • 1 CPE Credit of Business Management and Organization for Certified Fraud Examiner (CFE)
  • 1 CPE Credit of Business Management and Organization for Certified Management Accountants (CMA)
  • 1 CPD Credit for CA - ICAEW
  • 1 CPD Credit for Chartered Certified Accountants (ACCA)
  • 1 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 1 CPD Credit for CPA - Ireland
  • 1 CPD Credit for Chartered Accountants - Scotland
  • 1 CPD Credit for Certified Information Technology Professionals (CITP)

Additional details

  • Course Level :
    Basic
  • Credits :
    1
  • 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

About Presenter

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. 

About Company

BigTime Software

www.bigtime.net/

BigTime is the highest-rated and easiest to use Professional Services Automation (PSA) Software, designed to alleviate the pains of time, billing, and expense tracking for accountants.

Take the guesswork out of utilization, capacity planning, and project profitability. BigTime takes it further with project planning, budgeting, and invoicing, all backed by uber-cool reporting and analytics.

 

Our software integrates with your other business critical software including QuickBooks, Sage Intacct, Salesforce, Slack and Jira to create a seamless process for your entire team from project management to finance. Our solution is specifically built to scale with your business – customers report an average improvement of 25% in gross margins and a substantial increase in expansion and referral revenue.

 

Now with BigTime Wallet, you can send invoices and process payments all from one centralized platform. Accept credit cards and ACH with ease, quickly and easily schedule recurring payments and gain insight into your business with robust analytics.

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.

Ratings and Review

4.3

472 Ratings

Excellent

230

Very Good

167

Average

64

Poor

8

Terrible

3

CL

Clint Leer, CPA (US)

Mar 30th, 2021

Presenter spoke very clearly and walked us through real life examples.

KR

Kyle Rogers, Accountant, CPA (US)

Aug 12th, 2021

Great Webinar!

PL

Philip Lee, CPA (US)

Apr 2nd, 2021

Positive

EP

Edmund Pascual, CPA (US)

Nov 18th, 2021

Great!

AK

Andrew Kao, CPA (US)

Jul 8th, 2021

Great

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