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Self-Study CPE
SHIFTING YOUR MINDSET: HOW TO GROW AND SCALE A MODERN ACCOUNTING FIRM
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ASSESSING THE RISK OF YOUR ORGANIZATION: NON-INSURANCE RISK MANAGEMENT ISSUES
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ASSESSING THE RISK OF YOUR ORGANIZATION: MANAGING RISK & BASIC POLICIES
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TAKING AUTOMATED SERVICES PAST THAT FIRST CLIENT
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INCREASE EFFICIENCIES WITH BILL's ACCOUNTS PAYABLE TECHNOLOGY
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Self study cpe
The DNA of a CAS Firm

THE DNA OF A CAS FIRM

QB Connect 2019 - Self Study
CPE Processing FeeFREE
Webinar TranscriptionN/A
Presentation Length Hour(s)1.0 hour
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course LevelBasic
Instructional MethodQAS Self-Study
PrerequisitesNone
Advance PreparationNone
Recorded DateNovember 8, 2019
Date OfferedNovember 8, 2019
Expiration DateNovember 8, 2020
Course Description

In a world of change, accounting professionals are looking for the "how". How to communicate? How to collaborate? How to leverage technology? Laura Redmond, awarded 2019 Top Client Accounting Service ProAdvisor, goes behind the scenes to share her firm’s methods for running a modern CAS practice. She will provide details that you can incorporate into your own business, including successful solutions for marketing, sales, onboarding, service delivery, and support.

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 apps and methods that can help you run a successful client accounting service.

Casdna selfstudy
Handout Materials
Presentation Slides
Review Questions
Review Questions
QUESTION 1: 0:13 minutes
QUESTION 2: 0:35 minutes
QUESTION 3: 0:45 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.

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Linkedin
Redmondaccounting

Laura Redmond is the CEO of Redmond Accounting Inc (RAI), founded in Silicon Valley in 2005.  Laura was awarded 2023 Top QuickBooks Online Advanced MidMarket ProAdvisor and 2019 Top Client Accounting Services ProAdvisor.  RAI is a boutique accounting firm providing client accounting and technology services centered around QuickBooks Online and its ecosystem of apps.

Laura created Aero Workflow, an app used by accounting firms to harness their knowledge capital, delegate work to a distributed workforce, and manage service delivery. Laura co-authored many of Intuit’s QuickBooks Online certification programs for accountants and presents sessions at national accounting technology conferences.
 

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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

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QuickBooks Connect is a multi-day event that brings together QuickBooks partners to grow, learn & connect with each other.

The below courses are an opportunity to catch sessions that you may have missed onsite, while earning CPE.  Additional courses dropping soon.