Content Provider
Smartvault logo

Middlebanner experian02052024
Smartvault streamlined

STREAMLINED WORKFLOW & BEST PRACTICES FOR VIRTUAL BOOKKEEPERS

Register
CPE Processing FeeFREE
Webinar TranscriptionN/A
Presentation Length Hour(s)1.5 hours
CPE Credits 1.5 hours
Subject Area 1.5 - Other
CE Credits 0.0 hours
Course LevelBasic
Instructional MethodQAS Self-Study
PrerequisitesNone
Advance PreparationNone
Recorded DateSeptember 1, 2016
Date OfferedSeptember 13, 2016
Expiration DateSeptember 13, 2017
Who Should AttendBookkeeper
CPA - small firm
CPA - medium firm
Small Business Owner
Series: QuickBooks Online, Bookkeeper
Course Description

If you’ve been dreading the need to sort through a multitude of online apps to simplify your bookkeeping workflow, go paperless, gather client documents electronically, and automate your systems for more accuracy and less frustration, then this free online class is for you! We’ll be jumping into the nuts and bolts of building and running a streamlined and profitable virtual bookkeeping business, focusing on streamlined workflow.

While there is no way to put together a one-size-fits-all solution, we can strip away all the noise with online technology and and build the core chassis that will support an optimized workflow for your freelance bookkeeping practice.

Join Gabrielle Fontaine, Professional Bookkeeper, and Eric Pulaski, CEO and Founder of SmartVault as we show you how to build your core virtual bookkeeping workflow to efficiently work with your clients online.

You’ll see how using SmartVault as your workflow command center is the key to building a scalable, profitable virtual bookkeeping practice quicker than you ever thought possible.

Self-Study Course Instructions:

FOR DOCUMENT-BASED COURSES

Download the course document(s) (below) and follow prompts contained in the document.



FOR RECORDED COURSES WITH VIDEO

Download any course document(s) (below) which may include handouts, glossary, transcripts, etc. Follow any prompts contained in the documents to help you complete the course. Most documents are searchable.

Play the recording, noting the sectional guides indicating where topics on the agenda are covered and the prompts to pause video playback to respond to a review question (located below the video playback area). The timestamps for review questions are also noted below.

Upon completing the video and successfully answering all review questions, you will then take the final exam.

Learning Objectives

  • Identify benefits of moving to virtual bookkeeping and establishing a streamlined workflow.

  • Identify ways that SmartVault can increase efficiency and help automate parts of your workflow.

Not logged
Additional Materials
Course Outline
Review Questions
Review Questions
QUESTION 1: 13 minutes
QUESTION 2: 27 minutes
QUESTION 3: 33 minutes
QUESTION 4: 1:05 minutes
QUESTION 5: 1:18 minutes
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.

Loading ...

Loading ...
Linkedin

Eric Pulaski

SmartVault
CEO and Founder
eric@smartvault.com
(866) 674-6785

Smartvault logo

Eric founded SmartVault Corporation in November of 2007, and currently serves as the company’s Chief Executive Officer. As founder, Eric has made it his mission to deliver a simple, low-cost document management solution that uses cloud-based technology (low cost) but is centered around integration with applications customers already use, such as QuickBooks® (simple). He contributed heavily to the initial formation and conception of SmartVault, and continues to play a vital role in the overall product design, roadmap, and go-to-market strategy.

Linkedin

Gabrielle Fontaine

Bookkeepers.com

gabrielle@thefreelancebookkeeper.com

Bookkeeperslogo

Gabrielle Fontaine is a Professional Bookkeeper and Accredited Small Business Consultant who runs a digital bookkeeping practice that has been 100% virtual since 2003. She's been named a Top 100 QuickBooks ProAdvisor and a sought-after speaker, trainer, and consultant online and internationally at accounting technology conferences. She is the author of numerous online training programs surrounding workflow, practice management, marketing, and cybersecurity for small accounting and bookkeeping firms.

Nasba
Logo qas

NASBA Approved

CPAacademy.org (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.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

Smartvault logo
SmartVault offers secure, cloud-based document management and client portals specifically built for the unique security, compliance, and workflow needs of accounting professionals. Our automated workflows, integrations, and customization features allow you to create document workflows that work for you while providing confidence that your documents are always protected and secure.