CPE Packages (Incl. Ethics) for Multiple States and Qualifications Available. Price $4/credit - CLICK HERE to view.

MAKE ACCOUNTING WRITE-UP SIMPLE, EASY & QUICK THIS TAX SEASON

4.2 (28)

Edward Mcrae, CPA

AccountingSuite

Monday, December 23, 2019 | 09:00 AM EDT

  • CPA

1 Credit

FREE

Subject Area

Accounting

Upcoming Webinars

Course Description

RECOMMENDED FOR ANYONE INVOLVED IN TAX PREPARATION OR ANY TAX ENGAGEMENT. 

Write up work basically means preparing the books to prepare a compilation financial statement. It is boring and tedious and many firms really don't do that much anymore. 

Annual client write up may be perhaps the most simple accounting task for a CPA or Tax professional, but at times because of unorganized documents, missing information and lack of attention from clients can make it really complicated & painful. This 1 hour free CPE webinar will help you in : 

  • How you can simplify busy end-of-year Client Write-Ups with a cloud-based solution ?
  • How you can reducing the mess of your clients book ?
  • How you can deliver an exemplary experience to your clients in the digital age ?
  • How you can analyze the data and create the real value reports to build advisory work with clients. 
  • Using right tools to simplify your end-of-year client write-up

Learning Objectives

  • How cloud accounting can make annual write up hassle free.
  • Learn migrating client write up to the cloud
  • Utilizing tech to make client write up less messy and more efficient
  • Ready to Import/Export or Mass Upload features with cloud software
  • Generating up-to-the-minute reports with real value and create opportunity to build advisory work with client
  • Transforming the way you provide key data to your clients
  • Meeting client expectations in the new age of technology

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Practice Owners
  • Accounts Director
  • Bookkeeper
  • CFO/Controller
  • Chief Accounting Officer
  • Cloud Accountants
  • Cloud Firms
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Senior Accountant
  • VP Accounts
  • Young CPA

Testimonial

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