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

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


  • 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 (Industry)
  • CPA - Mid Size Firm
  • CPA in Business
  • Senior Accountant
  • Tax Accountant (Industry)
  • Young CPA





Great Webinar!






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


The only feedback I have is that the learning materials (the hand outs) weren't detailed enough to reference back to later. Also, the quiz at the end of the self-study webinar had a lot of typos and incorrect answers (in one instance at least the answer choices included no correct answers so I had to just guess and hope it was the closest one since it wasn't the correct answer based on the webinar content - it asked for the definition of PSA and none of them were the actual definition per the content.)