Content Provider
Abacusnext2

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Self-Study CPE
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AUTOMATE YOUR CLIENT ON-BOARDING WORKSHOP
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Free cpe webinars
Examining the Practice Management Lifecycle

EXAMINING THE PRACTICE MANAGEMENT LIFECYCLE

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

This methodology session will provide in-depth guidance and direction when reviewing and implementing workflow in an accounting practice. In addition to mapping out and discussing the Practice Management Lifecycle, we will discuss the critical stages of workflow to further help you develop and maintain peak process efficiency.

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Philip Phares

AbacusNext
Director of Education
pphares@abacusnext.com
(888) 667-8440

Abacusnext2

Philip Phares has worked in Information Technology since 2001 and has over 15 years of experience in instruction and training. As a small business owner he began working with Office Tools in 2010 as an IT consultant and support technician. Philip has been involved in the development of the current and future Office Tools Products and speaks regularly at National Summits and Conferences. Currently the Director of Education, he has consulted, trained and helped implement and apply best practices for hundreds of offices across North America.

Handout Materials
Presentation Slides
Additional Materials
Webinar FAQs
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.
Nasba

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

Abacusnext2
As the largest Technology-as-a-Service (TaaS) provider for the professional services sector, AbacusNext helps legal and accounting professionals achieve ultimate success and peace of mind through the delivery of a complete suite of compliance-ready technology solutions designed to support a secure and cloud-enabled practice at a cost they can afford. Our portfolio of turnkey solutions include hardware, software and infrastructure on a pay as you go model; Practice Management, Client Resource Management (CRM), Payment Processing, Email, Desktop as a Service (DaaS) and Managed IT. To sign up or learn more visit AbacusNext.com.