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Cloud9 dreamfirm

HOW TO BUILD YOUR DREAM FIRM IN THE CLOUD

Cost Free   CPE Credits 1.0 hour   Subject Area Specialized Knowledge & Applications  Course Level Basic  Instructional Method Group Internet Based  Prerequisites None  Advanced Preparation None  Who should attend? CPA - small firm
CPA - medium firm
Other 
Course Description

Learn how to build your dream firm with the power of cloud-based technology. You'll hear from Geni Whitehouse - CPA and co-founder of her own bookkeeping business and about her own mission to help get better information in the hands of clients. Learn strategies that worked, those that didn't, and how to develop ideas for services and tools you can apply in your own business. Leave this session with a clear path to creating a firm that’s designed for accelerating growth.

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Even a nerd 2

Geni divides her time between working as a winery consultant at Brotemarkle, Davis & Co in the Napa Valley and writing, speaking, and tweeting about what some might consider nerdy subjects. A certified Mentor Plus Level 5 Consultant, she is also co-founder of Solve Services, which provides remote bookkeeping services to companies in the wine industry. As a former partner in a CPA firm, two-time software company executive, and former CMO of a tech startup, she has a passion for applying technology to solving business problems. She has been named a Top 100 Influencer by Accounting Today, one of 25 Thought Leaders in Accounting, and one of the 25 Most Powerful Women in Accounting by CPA Practice Advisor. She was a member of the TEDxNapaValley organizing committee and was the first speaker at their inaugural TEDx event in 2011.

Geni is the author of “How to Make a Boring Subject Interesting: 52 ways even a nerd can be heard” which is available on Amazon.com.
 

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Presentation Slides
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.

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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

Even a nerd 2
I am a nerd for hire. I can take that "goobery" subject matter and translate it into a meaningful but entertaining message. I can get any audience to understand even the nerdiest of topics. I craft content that works. Written, spoken, video, puppet shows, the medium doesn't matter. I have delivered keynotes and breakouts, whitepapers and blog posts and the idea is the same - make boring (but important) stuff interesting .