Working Remotely - 5 Strategies for Success

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Working Remotely - 5 Strategies for Success

Reviewed

November, 2023

Emiley Parker

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.
To analyze unique challenges that can negatively impact both the business and health of CPAs and accountants while working remotely.

Course Description

The remote working process was in the picture even before the pandemic. The majority of accounting firms were adopting cloud-based accounting systems and encouraging their staff and accountants to train themselves to work and perform their duties and tasks from any computer or device. Technological advancements have resulted in the transition of firms from outdated accounting systems to advanced and automated accounting systems.

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.

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.

In this CPE/CPD course, Emiley Parker, 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.

Overview

Assessing the work-from-home (WFH) Landscape

4 mins
Common WFH mistakes

10 mins
Make it easy by virtualizing your firm

21 mins
Take care of yourself and others

36 mins
Let your clients pay online

47 mins

Webinar Qualifies For

1 CPE Credit of Business Mgmnt and Org for Certified Public Accountants (CPA-US)
1 General Credit of Business Mgmnt and Org for Accountant/Bookkeeper/Tax Professionals
1 CPD Credit of Business Mgmnt and Org for CPA in Canada
1 PDC Credit of Strategic management considerations for SHRM Professionals (Approval No. 23-QCDC6)
1 CPE Credit of Business Mgmnt and Org for Certified Management Accountants (CMA)
1 RCH Credit of HR (General) for Human Resource Certification Institute (HRCI) (Approval No. 614894)
1 CPD Credit for Association of Chartered Certified Accountants (ACCA)
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

Emiley Parker

Brand Manager, CPACharge

Emiley Parker is the Brand Manager for CPACharge. As a marketing professional, she has 10+ years’ experience driving all things marketing, from building strong brands to executing strategies to grow successful businesses. Emiley enjoys speaking about payment solutions and sharing best practices to help professionals manage their business.

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

4.5

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Dale Scrimger, CPA (US)

The real life examples and the simplification of the information..

Janet Barber, CPA (US), CGMA

Great reminders for making the best of working from home.

Christina Palmitier, Accountant/Bookkeeper/Tax Professionals, CPA (US)

No difficulties and straightforward.

Lane Meyer, CPA (US)

Very intereseting and learned a lot

Amanda Long, Accountant/Bookkeeper/Tax Professionals

Informative with great direction!

1 Credit

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Business Mgmnt and Org

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Working Remotely - 5 Strategies for Success

Course Details

Learning Objectives

Course Description

Overview

Qualifies for

Webinar Qualifies For

Presenter Details

About Instructor

Emiley Parker

Other Details

Additional Information

1 Hour

Basic

QAS Self Study

None

None

FAQ’s

NASBA APPROVED

Ratings and Review

4.5

Dale Scrimger, CPA (US)

Janet Barber, CPA (US), CGMA

Christina Palmitier, Accountant/Bookkeeper/Tax Professionals, CPA (US)

Lane Meyer, CPA (US)

Amanda Long, Accountant/Bookkeeper/Tax Professionals

Subject Area

Unlimited Access Plan

Inclusions

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