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Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!
Great service and very patient as I asked several questions. Steven answered all my questions and helped me make the right decision in my subscription purchase. Thank you.
It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.
Great customer service. Classes are pertinent. Great value
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Reviewed
Many firms are already turning to automation to free up time to replace the squeeze on traditional fee earning potential with value-added services. They are looking for marginal gains across the whole lifecycle of their service portfolio. One of the researches has shown that firms focusing on delivering high-value advisory services to their clients can anticipate growth in the region of 10 to 20% annually.
Want to automate, but don’t know where to begin?
In this online CPE/CPD webinar course, we will talk about how to create automation for your advisory practice. We will discuss how to apply DIY automation to the onboarding process, or the process after individual signs on as a client.
We welcome all automation newbies!
With all growth initiatives, the path from concept to implementation is never straightforward. It requires a change in mindset where firms are no longer selling minutes in a day, but an outcome and forecasts based on decisions. It’s important to develop and refine a clear roadmap and business strategy to take to your partners, team, and clients.
This CPE business management webinar is appropriate for CPAs who want to create automation themselves without outsourcing to consulting practice. The course material will be basic.
, Commas
Claire is the Managing Advisor of Commas, which is a fee-only firm that provides financial planning to the everyday person. As Managing Advisor, she spends half her time guiding the strategic direction of the firm, and the other half of her time directly advising clients. She believes that all people deserve to have access to honest, fiduciary advice. She is passionate about creating and sharing processes and efficiencies that lower the cost of serving clients so more people can have access to this traditionally cost-prohibitive service.
Claire received her bachelor’s and MBA from
Indiana University. She is a Certified Public Accountant, CERTIFIED FINANCIAL
ADVISOR ™, and soon-to-be-mom. She lives in downtown Cincinnati, OH. In her
free time she loves to run marathons and cycle long distances.
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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.
58 Ratings
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35
Very Good
17
Average
6
Poor
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DB
May 16th, 2022
The instructor presented this information in a very effective manner. She was very thorough in identifying the materials and provided practical examples.
SMA
May 17th, 2022
The instructor was a very good teacher. She knew her stuff but always could explain it well to others. Very valuable.
SM
May 16th, 2022
Instructor’s polling questions were relevant and very good.
JW
May 16th, 2022
Good presentation!
MW
May 16th, 2022
It was great!
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