SIMPLIFYING CLIENT WRITE-UP

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John Smith

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SIMPLIFYING CLIENT WRITE-UP

Learning Objectives

To demonstrate how to migrate client write up to the cloud.
To recognize tech to make client write up less messy and more efficient.
To demonstrate up-to-the-minute reports with real value.
To transform the way you provide key data to your clients.
To identify how to meet client expectations in the new age of technology.

Course Description

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:

How to migrate client write-up to the cloud
How to make client write-up less messy and more efficient
How to make up-to-the-minute reports that provides real value
How to transform the method of providing key data to client
How to meet client expectations in the new age of technology

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.

Webinar Qualifies For

1 CPE Credit of Business Mgmnt and Org for Certified Public Accountants (CPA-US)
1 General Credit for Accountant/Bookkeeper/Tax Professionals
1 CPD Credit for CPA in Canada
1 CPE Credit for Certified Management Accountants (CMA)
1 CPD Credit for Certified Information Technology Professionals (CITP)
1 CE Credit for Certified Wealth Strategist (CWS)
1 CE Credit for Certified Fiduciary and Investment Risk Specialist (CFIRS)

About Instructor

Edward Mcrae

Accounting Manager, AccountingSuite

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.

Additional Information

Duration

1 Hour

Course Level

Basic

Instructional Method

Group Internet Based

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

4.2

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Reva Davis, Tax Manager

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.

Tracy George, CPA (US)

This was a great presentation. It felt very conversational and casual.

Kelly Gray, Others

Another informative and quality webinar provided by myCPE!

Deborah Robson, CPA (US)

myCPE is very convenient to use , lots of webinar times

Andrew Kao, CPA (US)

A bit salesy in approach, but good content

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Business Mgmnt and Org

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SIMPLIFYING CLIENT WRITE-UP

Course Details

Learning Objectives

Course Description

Qualifies for

Webinar Qualifies For

Presenter Details

About Instructor

Edward Mcrae

Other Details

Additional Information

1 Hour

Basic

Group Internet Based

None

None

FAQ’s

NASBA APPROVED

Ratings and Review

4.2

Reva Davis, Tax Manager

Tracy George, CPA (US)

Kelly Gray, Others

Deborah Robson, CPA (US)

Andrew Kao, CPA (US)

Subject Area

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