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Key Trends In Accounting Industry for 2021 and Beyond !

  • Price

    FREE

  • Total Credits

    3 CPE

    4.0

Key Trends In Accounting Industry for 2021 and Beyond !

Overview

This event is for CPA, CA, ACCA & Accounting firms Only!

Some people think that COVID-19 changed the accounting world forever. In reality, it's not so much that it changed the way we do things. We still balance the books, reconcile transactions and put a lot of effort into our month-end close. It did, however, thrust us into the future, pushing us further along the path we were already on. Understanding business technology and staying close to future trends is crucial for today's Accounting Business.

These top accounting trends for 2021 should be on every Accountants radar:

  • Accounting Business would Continue to Grow.
  • Advisory, Cloud, Automation.
  • Zooming in on remote working :1 in 2 accountants will work from home in 2021.
  • Building an offshore team would be on the uptick.
  • How to find and start conversation with your clients.
Completed

Continuing Education Credits

The sessions of the conference qualifies for

  • 3 CPD Credit for all CPA (CA)
  • 3 CPE Credit for all CMA
  • 35 CPE Credit of Taxes for CPA (US)
  • 3 CPD Credit for all CA-UK

Speakers

Shawn Parikh

Shawn Parikh is the Chairman and Founder of Entigrity Solutions LLC. With over 15+ years of experience he spearheaded the company operations, forging the foundations of Entigrity that works closely and exclusively with the accounting community.  Shawn’s strategic vision and leadership lead to the expansion and diversification of Entigrity in several areas over the years. Shawn understood numerous staffing related challenges plaguing the accounting community. It is by that virtue that today Entigrity is serving 500+ accounting firms across North America.

Shawn is a Chartered Accountant by qualification, who began his career as a financial advisor in Insurance, Mutual Funds and Retirement Plans. Shawn undertook public practice, serving small and Mid-size businesses, providing them with consulting and advisory services. Over the time, he has provided consultation to 3000+ accountants and helped them convert some of their core challenges into opportunities.

His specialization areas include: 

  • Remote Working & Offshore Hiring for Accounting firms
  • Practice Management & Development
  • LinkedIn Marketing for Accountants
  • Accounting Technology

Shawn is known for his expert opinions on 

  • Build a 60% net margin Client Accounting Service Business
  • CAS & Advisory Practice services for accounting firms
  • Accountants need to think like Entrepreneurs
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Katie Thomas, CPA

CPA

Katie Thomas, CPA is the founder and owner of Leaders Online LLC. She is a digital marketing strategist, content creation expert, and national speaker.

Katie’s superpower is helping you implement the right marketing strategies to reach your target audience in a way that you’re sure to captivate their attention, cultivate a genuine relationship, and grow your business.

Prior experience includes working for two of the largest professional service firms in the world and graduating as valedictorian and summa cum laude from the University of Kansas with a bachelor’s and master’s degree in accounting. 


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Sia kal

Sia has spent all his career developing business improvement methodologies for Accounting and Law firms. He has created compelling marketing content, professional courses and workshops accredited for CPE, and seminars attended by hundreds of firms worldwide.

Sia has enabled hundreds of professional services firms, including former managers of the ‘Big 4’, to resolve issues that impeded their ability to achieve success beyond expectations.

Sia’s passion is to instill morality and fair dealing in the business world to cultivate relationships. His key to success has been ‘putting people before profit,’ a strategy that has proven to be profitable.

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Chris Rivera

Christopher Rivera is the Director of Client Relations at Entigrity Solutions LLC. He is an expert at leading and managing teams actively from the front. His expertise in sales, training, coaching, mentoring and influencing, combined with his competitive nature make him a strong leader. Chris has traveled through the length and width of the country and has spoken with more than five thousand CPAs, understanding their challenges and limitations in practice, workflow management, team building, recruitment & retention, etc. On these grounds, he can now easily provide well analyzed opinions and solutions that can be immensely helpful to the professionals. 
Chris has also represented Entigrity at a number of major accounting conferences and networking events, speaking to audiences, explaining the traits of offshore hiring and remote working. He is a frequent presenter of webinars on platforms like myCPE. Besides everything, Chris also hosts his very own series of live podcasts “Entigrity Live with Chris Rivera” where he interviews thoughts leaders from accounting domain and highlights their insights on the latest trends in accounting industry. 

Chris Specializes in: 
  • Remote Working & Offshore Staffing
  • Practice Management & Development
  • Adapting Cloud Accounting 
  • Effective Content Development & Marketing
Chris’ past expert presentations include:

  • Building approach to Accounting firms’ growth
  • Building >60% net margin client accounting services business
  • Advisory practice for accounting firms
  • New approach to ‘Work Less-Make More’ for CPA firms
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Martin Moll

We founded Breakaway BA as a collective of deeply engaged, committed bookkeepers, controllers, and CFOs who are passionate about Bringing Joy - to both their clients and their colleagues. We are currently onboarding the best financial advisors and bookkeepers on the west coast for our first advisor cohort. We want to hear from you: martinmoll@breakawayba.com

Breakaway is part of our portfolio of forward thinking value driven financial services companies.

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Session Details

Shawn Parikh
Shawn Parikh

Date

Sep 22nd, 2021

Time

02:00 PM – 02:30 PM
0.5 Credits

Key Trends In Accounting Industry for 2021 and Beyond !

Want to stand out from the competition? Establish yourself as an expert in one area.

Many accounting firms offer services to a wide range of businesses and individuals. It makes sense. After all, every business and business owner needs accounting and tax work.

The problem is, different industries have different problems, opportunities, best practices, and key performance indicators (KPIs). It’s impossible to become an expert in every industry, and it’s ineffective to provide one-size-fits-all advice and general accounting services to every client. That’s why so many accountants and CPA firms select niches. Picking a specific niche that your accounting firm specializes in has never been more important. It will help you grow an accounting firm as nothing else can.

When you become an expert in one (or a handful of) niche areas, you start speaking your clients’ language. You understand their business on a much deeper level than a generalist ever could and you know instinctively what’s keeping them up at night.
That positions you as the go-to firm for clients in that industry and seriously increases your profit potential.

Major topics covered in this online CPE session:
  • Old Accounting Firms Niches
  • New Accounting Firms Niches
  • Benefits of creating a Niche
  • Profitable Accounting Niche Markets

Learning Objectives

  • To describe new accounting niches
  • To determine the benefits of using the tech ecosystem for creating a niche and how it will take it to a whole new level.
  • To describe the importance of partnerships for successful niche practice
  • To explain the benefits of building offshoring teams for successful niche practice
  • 0.5 CPD credit of for all CPA (CA)
  • 0.5 CPE credit of for all CMA
  • 7 CPE credit of Taxes for all CPA (US)
  • 0.5 CPD credit of for all CA-UK

Subject Area:

Course Level:

Basic

Instuctional Method:

Group Internet Based

Pre-requisites:

Advance Preparation:

Katie Thomas, CPA
Katie Thomas, CPA

CPA

Date

Sep 22nd, 2021

Time

02:30 PM – 03:00 PM
0.5 Credits

How to Find and Start Conversations Online with Ideal Clients!

  • I just need to know where my ideal clients are.
  • I wish I knew where my dream clients hang out.
  • It’s freaking hard to figure out where my ideal people spend time!
  • What’s the secret to discovering where my folks are?
  • Do you ask yourself these questions?

The first mistake you can make after starting your business is not being specific about your ideal client. 

Finding your ideal clients is one exciting set of experiments.

Defining your ideal client is the first step to generating quality, qualified leads with your marketing. The second step is to communicate with your ideal clients effectively.

On each of the social media channels you use, in the content you create and, on your website, speak directly to your ideal clients, their problems and how you can help them.

Major topics covered in this online CPE session:

  • Misconceptions of marketing.
  • The 4 C method.

Learning Objectives

  • To describe ways to find people directly
  • To determine how to leverage influencer audiences
  • To describe how to utilize groups
  • To explore ways to start conversations in DM
  • To describe ways to demonstrate expertise
  • 0.5 CPD credit of for all CPA (CA)
  • 0.5 CPE credit of for all CMA
  • 7 CPE credit of Taxes for all CPA (US)
  • 0.5 CPD credit of for all CA-UK

Subject Area:

Course Level:

Basic

Instuctional Method:

Group Internet Based

Pre-requisites:

Advance Preparation:

Sia kal
Sia kal

Date

Sep 22nd, 2021

Time

03:00 PM – 03:30 PM
0.5 Credits

Designing your 5 Year Plan to set the trajectory of your firm.

What do you want to achieve professionally in 2021 and beyond? 

Do you want to grow your firm? 

Increase profit? 

Improve the effectiveness of your team and enjoy a better work-life balance?

You should be asking yourself how will you move forward with your firm or more specifically, how you will build a concrete go-forward business plan for your firm in this crazy time.

We believe through this CPE session we can help take your firm to the next level, teach you how to fully upgrade your business, make an impact on your team, your clients, and your community, and design your future plan to set the trajectory of your firm.

Major topics covered in this CPE session

  • What makes for a good strategy in highly uncertain business environments? 
  • Different approaches and different skills required for planning during uncertainties.

Learning Objectives

  • To discuss the components of the 5-year business plan
  • To identify the needs of the stakeholders
  • To discuss the process of the business plan
  • To determine the indicators for tracking and measuring the plan performance
  • 0.5 CPD credit of for all CPA (CA)
  • 0.5 CPE credit of for all CMA
  • 7 CPE credit of Taxes for all CPA (US)
  • 0.5 CPD credit of for all CA-UK

Subject Area:

Course Level:

Basic

Instuctional Method:

Group Internet Based

Pre-requisites:

Advance Preparation:

Shawn Parikh
Shawn Parikh

Date

Sep 22nd, 2021

Time

03:30 PM – 04:00 PM
0.5 Credits

How to Scale Client Accounting Advisory Service & VCFO with Offshoring!

After leveraging offshore staffing with Entigrity, your VCFO and senior accounting team will be able to be more focused on client strategies, planning, review, analysis and involved in advisory for better decision making and growth for your client businesses not just bookkeeping tasks. you will see our firm business more scalable than before.

Key topics covered in this CPE event:

  • The changing face of Accounting.
  • Introduction of the virtual CFO role into your firm.
  • Strategies to make your firm ready.

Learning Objectives

  • To discuss what does strategic CFO services Means.
  • To discuss what could a CFO's Service look like or Role in small & Mid-Size Business.
  • To discuss what shall we charge for CFO services.
  • To define how shall we Implement CFO Services
  • To discuss how offshoring can help you to scale Outsource CFO and Advisory service.
  • 0.5 CPD credit of for all CPA (CA)
  • 0.5 CPE credit of for all CMA
  • 7 CPE credit of Taxes for all CPA (US)
  • 0.5 CPD credit of for all CA-UK

Subject Area:

Course Level:

Basic

Instuctional Method:

Group Internet Based

Pre-requisites:

Advance Preparation:

Chris Rivera

Martin Moll

Shawn Parikh

Sia kal

Date

Sep 22nd, 2021

Time

04:00 PM – 05:00 PM
1 Credits

Offshoring Challenges ! Ask the Expert Panel Discussion !

Investing in offshore staffing services has proved to be a life-altering experience for numerous professionals around the world, they swear by the cost-effectiveness and peace of mind that comes naturally with offshore staffing.

Maintaining a sense of team and managing the team experience is critical. We want to explain everything that we could about better offshore staffing, including its challenges, how people feel about it and the best ways to engage and enable integration and smooth working of local and offshore staff together and learning directly from the feedback, suggestions, reviews of our clients (your peers)

In this CPE session, we would be discussing some common concerns and challenges around offshoring and available approaches and solutions. Come forward with challenges that either you are facing or anticipate to face and we will possibly try to resolve it.

Major topics covered in this panel discussion:

  • The benefits of offshore staffing.
  • The challenges of offshore staffing.
  • Solutions for the challenges of offshore staffing.
  • This is not a traditional CPE session but a highly interactive meeting. Here we would interact with the audience most of the time and help them with their challenges and situations and we would be taking your questions on the go.

Learning Objectives

  • How to engage and integrate the Onshore/Offshore Team?
  • How to manage the change of offshoring in the firm involving Client & Team Perspective?
  • How to restructure roles & responsibilities? We will also show a small exercise that may help.
  • Managing Accountability & Reporting of Offshore Team
  • Best Practices of working in a unified culture of Onshore/Offshore Team and building harmony.
  • 1 CPD credit of for all CPA (CA)
  • 1 CPE credit of for all CMA
  • 7 CPE credit of Taxes for all CPA (US)
  • 1 CPD credit of for all CA-UK

Subject Area:

Course Level:

Basic

Instuctional Method:

Group Internet Based

Pre-requisites:

Advance Preparation:

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Frequently Asked Questions

This is a virtual event and shall be held on Zoom Application. The handout material for each session shall be available for download on the conference/workshop detail page.

Virtual conference with myCPE is enveloped around a theme or subject or driven towards a particular audience, and is designed to be more collaborative; with a tremendously interactive agenda, panel discussions, and gives an option to all participants being able to turn their web cameras on and participate more actively. Virtual conference offers multiple sessions over a longer time frame of more than 8 hours. Virtual conferences help build a community or initiate networking opportunities.

The duration of this event can be seen below its title. The credits for this conference/workshop are also mentioned below the title.

The Specific Takeaways and the purpose of this event is mentioned in the ‘Overview’ and ‘Session Details’. Additionally, by attending a Live Virtual Event you can experience the interactivity equivalent to an in-person conference without having to leave your screens or risk your lives especially post pandemic situations. Nevertheless, bulk CPE/CE is an icing on the cake.

myCPE is seamlessly integrated with ZOOM for conducting continuing education events. Please ensure that you check the system requirements before the event starts. The system requirements are :

  • An internet connection – broadband wired or wireless (3G or 4G/LTE)
  • Speakers and a microphone (required in case of interactive sessions) – Built-in, USB plug-in, or wireless Bluetooth
  • A webcam or HD webcam - built-in, USB plug-in (required in case of interactive sessions)
  • CLICK HERE to view the System Requirements for Zoom.

There is an official break scheduled for this workshop/events. Other than the scheduled break, the in-session breaks shall be available at discretion of the speaker.

A live virtual event enables remote participants to access live, interactive networking opportunities and content through their computers/other digital devices, no matter where they are located. These events can be conducted in multiple formats;

Conference: A virtual conference is an activity, organised in a way that participants can meet and discuss themes of common interest through the use of communication tools at a central location on the Internet

Workshop: A workshop is not very different from a conference. The key point that makes a workshop unique is that it is a brief intensive educational program for a relatively small group of people that focuses especially on techniques and skills in a particular field.

The myCPE virtual events are designed to impart education around a specific theme or subject from a basic to an advanced level, which is why we do not recommend you to leave the event in between. However, if you had to leave the event because of some unforeseen circumstances, you would be granted the credits for the sessions that you attended completely and wherein you answered all the polling questions.

The recording of the event can be made available to you, on request. You can reach out to us at support@my-cpe.com or can also let us know through live chat support if you need a recording for this event. However, the recording shall not be available for Continuing Education Credits.

You can cancel your registration for a premium conference/workshop at any time before the start of the event. Upon successful cancellation the entire amount shall be credited to your myCPE wallet within 24-48 working hours. The balance in your myCPE wallet can be used to register for premium live webinars, premium self-study webinars, myCPE package courses or any other future virtual conference/workshop.

All the upcoming virtual events can be seen listed under the ‘Virtual Events’ tab on the homepage of myCPE (www.my-cpe.com).

A unique joining link will be shared with you on your registered email ID once you have registered for a conference. You can join in using the unique link at the scheduled time of the event. Also, the events that you have registered for are visible in your myCPE account under ‘My Virtual Events’ section >> under the ‘Upcoming Virtual Events’ tab. CLICK HERE to login to your account.

myCPE recommends that you verify if your digital device is compatible with the ZOOM software prior to attending the live events on myCPE (www.my-cpe.com)

For every Session you attend in a Virtual Event, you need to remain logged into the session till the end and answer the polling questions asked during the event. Once you have fulfilled these two criteria, you shall receive an evaluation form in the next 24 hours. You will receive an email with the link to complete the evaluation form and it will also be available in your myCPE account under the 'My Virtual Events’ section, under the 'Pending Evaluation' tab. Once you complete the evaluation form, you will receive an email with your credit certificates and the same shall also be available in your myCPE account under the 'My Certificates' tab. The link in the certificate email is for downloading the certificates. If the event qualifies for multiple certificates, each certificate will be available for download.

Once you complete the evaluation form, you will receive an email with your credit certificates and the same shall also be available in your myCPE account under the 'My Certificates' tab. The link in the certificate email is for downloading the certificates. If the event qualifies for multiple certificates, each certificate will be available for download

During every conference the chat panel shall always be open. You can mention the issue faced by you in the chat panel and our moderator will take it up for resolution shortly. You can also reach out to our support team in the live chat support or at support@my-cpe.com

Yes, each live virtual conference/workshop shall be recorded and the recording of the same can be made available to on request. However, the recording shall not be eligible for continuing education credits.

If you’re a new user, you will have to sign-up at www.my-cpe.com to register for a virtual event. Click Here for a free sign up to myCPE. If you’re an existing user, you need to log in to your myCPE account.

Once you’re logged into your myCPE account, you can click on the ‘Virtual Event’ tab, scroll down to view the upcoming Virtual Events. There is a Register Button on each event detail page. Once you click on REGISTER, you will receive a prompt pop up that you have registered for the event. If it is a premium event then you will first be redirected to the payment page and after paying the amount you will receive a prompt pop up that you have registered for the event.

You can cancel your registration to any event from your myCPE account. Look under My Virtual Events >Upcoming Events. Simply click “Cancel Event” against the event that you do not wish to attend. If you cancel your registration for any paid event, the amount shall be credited in your myCPE wallet within 24-48 hours.