Virtual Values: Flex, Free-Range and Remote Work Solutions.

4.6 (20)

Marcey Rader

Work Well. Play More!

  • CPA
  • CPA(Canada)

Before starting this self study program, please go through the instructional document.


  • What are the various benefits of embracing a virtual working environment?4 mins
  • Which are the pitfalls of going virtual?8 mins
  • Work Scheduling requirements and flexibility14 mins
  • What can you batch or theme?18 mins
  • How virtual meetings add accountability and help overall success?36 mins
  • The trade-offs of a virtual work environment54 mins

Course Description

These days, many accountants work remotely or from their homes. Flexible working has its undeniable advantages but also comes with pitfalls that one must be aware of. For employees, the road is filled with distractions and never-ending ways to procrastinate and as a result, one feels pressured to be reactive. On the other hand, the employer isn't sure how to communicate and engage and how to monitor & track. This webinar is for accounting and tax firms that manage or work with remote workers or and for accountants and tax pros who work remotely or virtual, whether completely or partially, whether it's from home or for business travel. In this webinar, explore the benefits and pitfalls of remote work, how to set yourself up for success, and how to avoid distractions at home.

Learning Objectives

  • Learn how successful remote working accountants and accounting firms are operating
  • Create methods for your family to ensure they respect the remote focus zone.
  • Stop the guilt and excuses with routines that help with transitions
  • Set boundaries for remote work interruptions and over-communication.

Who Should Attend?

  • CFO/Controller
  • Business Owner
  • CPA - Small Firm
  • CPA - Mid Size Firm
  • CPA - Large Firm
  • Accounting Firm
  • Tax Firm
  • Young CPA
  • CPA in Business
  • Entrepreneurial CPA
  • Outsourced CFO
  • Accounting Practice Owners
  • Accounts Director
  • CEO
  • Cloud Firms
  • Chief Accounting Officer
  • Entrepreneurial Accountant





Marcey provided good ideas and options for increasing productivity. I appreciated the information very much.


Marcey Rader is an excellent speaker. I enjoyed her suggestions for setting boundaries and making effective transitions between work time and home time.


This was an amazing webinar! Never thought of transitioning my work day to my home life while working at home.