Accounting Firm Operation Gaps & How to Fix Them | CPE Course

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

Reviewed

March, 2024

Ty Sank

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

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.

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

Webinar Qualifies For

1 CPE Credit of Business Mgmnt and Org for Certified Public Accountants (CPA-US)
1 General Credit 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 Certified Information Technology Professionals (CITP)
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

4.3

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Clint Leer, CPA (US)

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

Kyle Rogers, Accountant/Bookkeeper/Tax Professionals, CPA (US)

Great Webinar!

Philip Lee, CPA (US)

Positive

Edmund Pascual, CPA (US)

Great!

Andrew Kao, CPA (US)

Great

1 Credit

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Subject Area

Business Mgmnt and Org

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

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

4.3

Clint Leer, CPA (US)

Kyle Rogers, Accountant/Bookkeeper/Tax Professionals, CPA (US)

Philip Lee, CPA (US)

Edmund Pascual, CPA (US)

Andrew Kao, CPA (US)

Subject Area

Unlimited Access Plan

Inclusions

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