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Newvision

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Self-Study CPE
ESTATE AND GIFT TAX COMPLIANCE AND PLANNING SOFTWARE: BLOOMBERG BNA DEMO
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REASONABLE COMPENSATION REPORTS SOFTWARE DEMO
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SERVE A GREATER PURPOSE IN CLIENT ESTATE PLANNING THROUGH CHARITABLE GIVING
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Fundbox whitepaper role

THE EXPANDING ROLE OF THE CPA: FINDING TOOLS & LENDING SOLUTIONS - WHITEPAPER

CPE Processing FeeFREE  Webinar TranscriptionN/A     Presentation Length Hour(s)0.5 hours  CPE0.5  Subject AreaSpecialized Knowledge & Applications  Course LevelBasic  Instructional MethodQAS Self-Study   PrerequisitesNone  Advance PreparationNone  Recorded DateMay 01, 2016  Date OfferedApr 18, 2017  Who should attend?CPA - small firm
CPA - medium firm
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Course Description

CPAs, with technology you have the power to change your customers' lives. This white paper by Jody Padar in partnership with Fundbox, "The Expanding Role of the CPA: Finding Tools to Fill the Gaps," covers concrete steps you can take to position yourself as a trusted advisor, offer cash flow counseling, and more. Be sure you are a part of your customers' financing decisions.

Learning Objectives

  • Identify specific ways that cash flow consulting and cloud-based accounting can help small businesses manage their capital.

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Frequently Asked Questions
  • CPAacademy self-study courses are online.
  • The self-study format allows you to a) access the material online 24/7 and b) study at your own pace.
  • Per NASBA guidelines, you have one year from date of purchase to complete each program.
  • Complete your final exam at any time and get graded instantly. You can retake the exam at no additional charge (unlimited attempts).
  • Print your own certificate of completion on the spot upon passing the exam.
  • Grading policies: a) courses have a minimum passing score 70% b) test takers will not be provided feedback on failed exams.
  • Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.

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Newvision

Jody Padar is one of the profession’s foremost visionaries and pioneers. As a practitioner, she is CEO and Principal of the New Vision CPA Group, a public accounting firm based in the Chicago area. And as an author, lecturer, coach, consultant and mentor, she advocates for progress and innovation in the profession, heralding a new way of thinking about the practice of accountancy and giving it new purpose. Having successfully transformed her own firm into a technologically advanced, paperless work environment, she is now dedicated to educating her fellow colleagues on how to make the same transition. She is a regular contributor to a number of industry publications, including Accounting Today and CPA Trendlines, where she offers practical tips and advice on running a next-generation firm. Padar has been named by Accounting Today as “the Top 100 Most Influential to the Profession” for the last four years and manages her firm and discovers new “best practices.” She has just published her first book, The Radical CPA: New Rules for the Future-Ready Firm. Padar is married, has two teenage children and swims competitively. Padar earned her BBA from Saint Mary’s College and MST from Northern Illinois University. Padar is also an adjunct professor at Oakton Community College and a contributing member of the Intuit Trainer Writer Network. Follow her on Twitter, @JodyPadarCPA and Facebook, facebook.com/jodypadar

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NASBA Approved

CPAwebengage, Inc. (Sponsor Id#: 111889) 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.

CPAwebengage Inc. 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

Newvision
New Vision CPA Group is dedicated to your financial success. We accomplish this by applying a collaborative approach with each client…working with you throughout the year to ensure that you truly understand your data and that you make sound business decisions. New Vision is unlike any other accounting firm—providing so much more than financial statements and other general accounting deliverables. We offer an all-inclusive business solution—guiding you on tax planning, business strategies, payroll, and other growth areas. By offering a broad solution, we help you maximize your cash potential, increase efficiency, and minimize your tax liability. Let us help you develop a strategic vision for your business to secure ongoing profitability and growth.