CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

Working Remotely - 5 Strategies For Success

You need to register for the webinar to watch the video.

Click Here to Register

Before starting this self study program, please go through the instructional document.


  • Keep a structured schedule
    3 mins
  • Utilize connectivity and productivity tools
    8 mins
  • Let your clients pay online
    15 mins
  • Take advantage of multiple communication channels
    20 mins
  • Take care of yourself and others
    26 mins

Course Description

Every remote worker faces unique challenges, from distractions that are unusually hard to avoid to increasingly complex responsibilities at home that make it challenging to find a healthy work-life balance. The good news? The amazing benefits of remote work make the effort you put into overcoming any work-from-home obstacles more than worth your time.

The particular aspects of remote work mean that you’ll have to do some planning ahead to work from home successfully. By developing a few good habits and following some key suggestions, you can work through any work-from-home challenges that come your way

With a significant percentage of accounting and finance professionals working remotely, it is more important than ever to deploy work-from-home strategies to find the right work-life balance, maintain or increase your productivity, and provide value to your clients. In this CPE course, Erika Segal, Associate Brand Manager for CPACharge, will walk through the unique challenges that can negatively impact both the business and health of today's CPAs and accountants—as well as outline key strategies you can use to turn remote work into remote wins.

Major topics covered in this online CPE webinar:

  • The work from home landscape.
  • A structured schedule.
  • Productivity and connectivity tools.
  • Multiple communication channels.

Learning Objectives

  • To identify strategies to increase productivity and find work-life balance while working remotely.
  • To recognize how to provide value to your clients and maintain cash flow with online payments.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Chief Accounting Officer
  • Cloud Accountants
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Senior Accountant
  • Staff of Accounting Firm
  • Young CPA







Well done. Clear and concise points of advice. Thanks for a job well done.


Excellent tips


This was a great reminder of what we can do to maximize our productivity as well as our physical and mental health while working from home.


A+ Delivery Thank You!