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Challenges to Canadian Accounting Firms: Tips, Tricks and Top Hacks

  • Accountant
  • CPA (CA)

Published: May, 2022

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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

  • Returns and Efficiency
    8 mins
  • Usage of auto-fill
    16 mins
  • Jobs and billings
    28 mins
  • Post tax season projects
    50 mins
  • Tax season briefing
    85 mins
  • The 5 One's
    96 mins

Course Description

This CPD Online webinar is for Canadian CPAs only!!

Organizations have had to embrace enormous change in the face of COVID-19. And, for CPAs, some things may never be the same again. The pandemic may not yet be behind us, but organizations have had to quickly adjust to the disruption and, in particular, the way business is now done. Accounting firms were no exception.

A critical time for any accounting firm is the tax season. It is the season when they are the busiest, and by association, this is also the time when they can generate a lot of revenue. On-time and error-free tax preparation is the need of the season. This helps avoid delays, fines, and penalties. More importantly, if you are on top of your reporting, you can manage client expectations better, and no client will come to you expressing disappointment.

In this CPD webinar speaker will discuss some best practices learned with experience which will help you keep sane during the tax work. Also, it is it’s vital to have a solid plan for rebuilding and getting your team, your operations, and your cash flow back on track after tax season.

In this informational webinar, you’ll also learn the power moves that will accelerate your progress and propel your practice back into high gear. Also, we have highlighted the challenges faced by different accountants and firms based on workflow efficiency, productivity, and extra paperwork due to government subsidies, new allowable home expenses, and additional income that some of their clients had generated through “side hustles”.

If you are interested in free CPD courses, Free CPD Courses for Canadian CPAs might interest you. 

Learning Objectives

  • To discuss best practices for tax season.
  • To identify ways to better manage workflow.
  • To analyze the challenges based on research.
  • To recognize how to implement self-care practices to thrive during tax season.
  • To discuss the keys to setting your practice apart and attracting quality clients in a competitive, changing, and challenging environment.
  • To identify clear, actionable steps to create a solid and effective game plan that keeps profits and cash rolling.

Recommended For

  • This CPD course is recommended for CPAs, Tax Professionals, Tax Directors, Tax Practitioners, and any other person interested in learning hacks for the challenges to CPA accounting firms during and after tax season.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial CPA
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • Tax Attorney
  • Tax Director (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Professionals
  • Tax Pros
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 2 General Credit for Accountant/Bookeeper
  • 2 CPD Credit of Taxes for Chartered Professional Accountant (CPA Canada)

Additional details

  • Course Level :
    Basic
  • Credits :
    2
  • Instructional Method :
    QAS Self Study
  • Pre-requisites :
    None
  • Advance Preparation :
    None

Presenter

About Presenter

Big4 CPA

Founder, AK Consulting Inc.

We are a team of Big4 CPA, CA and other professionals. We offer wide range of professional development courses for CPA members relating to Canadian Taxation, International tax, Accounting, Ethics, Business, Workplace Teams & Culture, High Performance, Soft skills, and Personal Development.

We also work with third party content creators to offer unique CPD for our CPA members, such as on latest technology, cyber security, digital marketing. and various other interesting topics.


Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
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  • 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.
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