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
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.
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.
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
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.
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.
Testimonial
4.2
(134)
47%
34%
15%
3%
1%
PL
Philip Lee, CPA
Apr 2nd 2021
Positive
CL
Clint Leer, CPA
Mar 30th, 2021
Presenter spoke very clearly and walked us through real life examples.
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