1 CPE credit of Business Management & Organization for all CPAs
1 General Educational credit for Tax Professionals / Bookkeepers / Accountants
Conflict Resolution in the Workplace
State Taxation of Pass-through Entities and SALT Cap Workaround
Key Strategies for Accounting and Tax Professionals to Manage E-mail Overload
Taming the E-mail Beast: Key Strategies for Managing Your E-mail Overload
Time Management in “The Cloud” Using Gmail/Google
Building Successful Work Teams for CEOs
CA Employment Law Updates
Interviewing Do’s and Don’ts
Managing Remote Workers
Effective Communication - From Ordinary to an Extraordinary CPA Practice
Essential Communication Skills to Increase Your Sales
Credit card transactions are skyrocketing: Let's get smart about it
Building A 7-Figure Tax Practice While Black
How to build a successful tax practice
Top Hacks for Tax Season 2021
Just how much has the pandemic affected the way CPAs conduct their business? Quite a lot, it seems
Every day, we hear tales of how COVID-19 has upended people’s lives—from the way they work to the way they spend their free time. And it’s only natural that CPAs and the businesses they serve have been affected as well.
In the midst of all the uncertainty, one silver lining of the pandemic was that, as tax professionals, we learned strategies about how to approach tax season that we otherwise might not have come across, and how we and our clients alike might benefit from them in the future.
Some of the main themes that emerged:
FROM ONSITE TO OFFSITE
As might be expected, the pandemic brought a rapid—and sometimes enduring—shift to remote work for many CPAs.
NEW NEEDS, NEW REQUESTS
The massive uncertainty associated with COVID-19 naturally unleashed a whole range of new and unprecedented requests and challenges from clients and others.
We’ve adapted, adjusted and benefited from a lot of lessons learned’
Below are some of the takeaways from the last two tax seasons, and although we hope it’s an experience we never have to face again, these strategies can improve the process—even in the best of times.
In this online CPE webinar, the following major questions will be answered:
This online CPE course can be a key for the accountants, tax preparers to smoothen the rough patches and improve customer experience and convenience.
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.
Advisor, Clarity Practice Management, LLC
CEO of Clarity Practice Management, LLC and managing member of Stitely & Karstetter, CPAs. Speaks and present on a wide range of practice management topics including effective workflow, effective client communications, and staff collaboration. Author of "The Relentless CPA: A New 21 Century System for Driving Success at Tax and Accounting Firms. CPA practice specializes in serving small businesses and business owners in the areas of taxation, financial reporting, and business valuation.
Clarity Practice Management, LLC provides cloud-based practice management software, which combines project management, client communications,a nd staff collaboration on one platform. Clarity helps CPAs and accountants manage their practices without letting their practices manage them.
Kelley Peterson, CPA (US)
Oct 21st 2021
Instructor was great
Julissa Canas, ACCT/BK
Oct 6th, 2021
CPE Webinar was relevant and helpful for future tax seasons
Sandy Wojtysiak, CPA (US)
Sep 19th, 2021
Awesome webinar! We've all felt these things, but you gave easy to understand and follow ways to overcome them.
Ryan Scharfenberg, ACCT/BK
Sep 15th, 2021
Karl Svazas, CPA (US)
Sep 6th, 2021
Agree with recommendations and evaluation of situation
Sheri Henson, ACCT/BK, CPA (US)
Sep 1st, 2021
Excellent presentation. As I am currently not employed but instead am caring for elderly and young family members, not relevant at the present time but very informative.