SIMPLIFYING CLIENT WRITE-UP 1 Credit 1 Credit
For a very long period of time, the CPA firms were not able to scale up their services other than basic accounting for their business clients. Just because the focus of the bookkeeping and other write-up services was extensively on data entry and document transfer. These consumed numerous man-hours without special value addition and did not require specialized knowledge. Sadly this was seen as depressed commodities and sold as hourly rates with high risk cost consequences when faced with errors. Thus, for CPAs it makes more sense to grant the attention to services that require specialized knowledge, providing higher margin.
However, this is not possible without providing due attention to the task with flexibility needed. The digitization of financial data and the evolution of cloud computing, broadband connectivity, and mobile devices have made it possible for accounting firms and their clients to access critical information and applications from virtually anywhere at any time. This has set the stage for the development of cloud-based software packages that allow CPAs and clients to work from a shared database of the client’s essential financial data.
This webinar focuses on how you can simplify busy end-of-year Client Write-Ups with a cloud-based solution, reducing the mess of your clients’ books when closing, while creating opportunities to build advisory work before tax season. This webinar makes you believe that you can deliver an exemplary experience to your clients in the digital age where fewer client touches are the new norm.
This webinar introduces you to the right tools that will simplify your end-of-year client write-up from a begrudging necessity to a powerful instrument leveraging the opportunity to build higher value advisory work into client relationships.
Key Topics Included in the webinar:
This will be a key value provider webinar for CPAs, EAs, Accountants, Bookkeepers, and other Accounting and Tax Professionals that wants to transform their work in-line with the 21st century standards.
| License details | Credits | Status |
|---|---|---|
| Business Mgmnt and Org for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| CPA in Canada | 1 CPD | Eligible |
| Certified Management Accountants (CMA) | 1 CPE | Eligible |
| Certified Information Technology Professionals (CITP) | 1 CPD | Eligible |
| Certified Wealth Strategist (CWS) | 1 CE | Eligible |
| Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1 CE | Eligible |
| License details | Credits | Status |
|---|---|---|
| Business Mgmnt and Org for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| CPA in Canada | 1 CPD | Eligible |
| Certified Management Accountants (CMA) | 1 CPE | Eligible |
| Certified Information Technology Professionals (CITP) | 1 CPD | Eligible |
| Certified Wealth Strategist (CWS) | 1 CE | Eligible |
| Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1 CE | Eligible |
Credit
1
Course Level
Basic
Instructional Method
QAS Self Study
Group Internet Based
Pre-requisites
None
Advance Preparation
None
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC 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.com.
Ted
has worked in the accounting industry for the last 23 years and has helped
Accountants & Bookkeepers grow their practices through technology.
Ted
was employee number 15 at Xero US and helped with Go to Market plans for their
Partner Channel in the states.
What is Self Study (QAS)?
Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
How do I earn CPE credits through self-study?
To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.
Are the self-study courses approved by NASBA and other regulatory bodies?
Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.
What are the requirements to maintain compliance with self-study courses?
To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.
How can I access my course completion certificates?
After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
How are credits reported to governing bodies?
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
What is a Live Webinar Group Internet-Based Credit?
A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
How do I earn credits through live webinars?
To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.
Are the live webinars approved by NASBA and other regulatory bodies?
Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.
What are the requirements to maintain compliance with live webinar courses?
To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
How can I access my webinar completion certificates?
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
How are credits reported to governing bodies?
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
RD
I want to get more into small business taxes and bookkeeping and this webinar has given me a lot of information and tools I can use to do this.
TG
This was a great presentation. It felt very conversational and casual.
Jul 07, 09:00 AM EDT
Jul 07, 09:00 AM EDT
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Jul 07, 12:30 PM EDT
Jul 07, 01:00 PM EDT
Inclusions
Multiple Credits
Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.
Certifications & Reporting
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.
Credit Tracker
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Certificate Vault
Certificate Vault to upload, manage, and access certificates earned from various sources and an integrated credit tracker, allowing users to monitor and manage their credits conveniently for compliance.
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Mobile App Access
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