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Elefant

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Self-Study CPE
CREATING AN INNOVATION STRATEGY FOR ACCOUNTING FIRMS
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GROWING FROM 0-100 CLIENTS, OVERCOMING HURDLES AT EACH STAGE
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PRACTICAL GUIDE TO CPA RISK MANAGEMENT: 2018-19 UPDATE
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Free cpe webinars
Growing Your Firm With A Remote Team

GROWING YOUR FIRM WITH A REMOTE TEAM

Cost Free
CPE Credits 1.0 hour
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

The way we work has dramatically evolved over the years to an “always on” environment largely due to advancements in technology. Employees, especially millennials and boomers, want more flexibility and in return are likely to stay with a firm longer when they can opt to work remote. This can feel intimidating to think about as many questions arise when considering a remote staff. In this webinar we’ll address how to become a remote leader, why remote staffing is critical to your firm’s growth, and share the tools you’ll need to staff and feel confident in your remote staff.

Attend this webinar and learn:


  • How to become a remote leader

  • Tactics for building your remote team

  • Where to find exceptional remote talent

  • Best practices for on-boarding and training talent

  • The top 5 remote tech tools

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Elefant

Amanda Aguillard decided to become a CPA when she was 16, and never looked back. She started Aguillard Accounting LLC in 2012, committed to running a cloud-based practice from anywhere in the world. 

She was the Xero Evangelist of the Year in 2016 and used her experience as an instructor of the Xero Certification Course to co-found Elefant, a software training company.  She has been a Hubdoc Top 50 Cloud Accountant for the last two years and regularly speaks at state CPA societies and industry technology conferences like Accountex, Clio Cloud Conference and Xerocon.  She is also the Senior Xero Editor for Accountex.

She spends any spare time cooking for her two kids and reading historical fiction. While she holds a Masters Degree in Taxation from the University of Denver, she would much rather craft and implement ecosystems for small businesses, and help other advisors build and grow cloud-based practices. 

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Jeff Phillips is an entrepreneur and business leader who has spent the last 19 years in the recruitment industry.   He is Co-Founder and CEO of Accountingfly, an online recruitment platform that matches accountants and bookkeepers with full time, remote and freelance jobs.  He is also an advisor to Elefant, a practice management and technology training company for modern accounting firms.  Jeff was previously with Monster.com where he delivered recruitment solutions for Fortune 500 clients. He was named among the Top 100 Most Influential People by Accounting Today for 3 consecutive years.  Jeff has a Bachelors Degree in Economics from Baylor University and a Masters of Business Administration from Southern Methodist University.  

Handout Materials
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 Sponsor

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Bill.com is the leading business payments network, with 3 million members paying and getting paid over $52 billion per year.  Bill.com saves companies more than 50% of the time typically spent on financial back-office operations and helps businesses get paid 3 - 4 times faster by automating end-to-end payment processes.  The company is the choice of 4 of the top 10 U.S. banks; leading accounting software providers QuickBooks Online and Xero; and over 50 percent of the top 100 U.S. accounting firms. It is the only business payments solution endorsed by the American Institute of CPAs (AICPA). The recipient of more than 70 awards, Bill.com proudly received multiple PC Magazine's Editor's Choice Awards and CEO René Lacerte was recently recognized as an E&Y Entrepreneur of the Year.