Content Provider
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Sponsored by
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Self-Study CPE
THE "ALT" ACCOUNTANT - POSITIONING, PRICING, AND INNOVATION
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AUTOMATE YOUR CLIENT ON-BOARDING WORKSHOP
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EVALUATING THE HEALTH OF YOUR CLIENT'S BUSINESS
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HOW TO CALCULATE YOUR FIXED PRICE FOR BOOKKEEPING SERVICES
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THE DNA OF A CAS FIRM
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SHIFTING YOUR MINDSET: HOW TO GROW AND SCALE A MODERN ACCOUNTING FIRM
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Free cpe webinars
People, Process and Technology Tips to Maximize Efficiency in Remote Teams

PEOPLE, PROCESS AND TECHNOLOGY TIPS TO MAXIMIZE EFFICIENCY IN REMOTE TEAMS

Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

COVID-19 has forced firms world-wide to transition into remote working environments. The result? Many accountants and bookkeepers still struggling to adjust to their new virtual environments while continuing to meet the critical needs of their clients. 
 
In this session, we will walk through how focusing on the people, processes, and technology of your firm will allow you to sustain productivity, as well as future-proof your firm in a new digital economy. We'll discuss the methods, tactics, and technologies that you can implement within your own firm to assist in the transition of going virtual full or part-time. 
 
Learning Objectives:


  • Identifying the key areas of your business to focus your time and resources

  • How to manage people and business changes within a remote environment

  • How to setup standardized systems and communication channels to maximize productivity

  • Discovering the technology most effective for remote teams and clients  

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Toa global logo

Nick Sinclair is one of the foremost experts in outsourcing, offshoring, and building global teams for accounting firms. As the Founder and CMO of The Outsourced Accountant, Nick drives an executive team to deliver outstanding and dedicated offshoring solutions based in the Philippines.

With over 1600 accountants and professional support staff that are part of a repeat double-digit growth business, Nick thrives on being able help firms succeed and unlock their potential.

Learn more about Nick Sinclair and The Outsourced Accountant.

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.
Handout Materials
Presentation Slides
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 Sponsor

Receiptbank logo
Receipt Bank's aim is to remove the burden that bills, receipts and invoices place on businesses. Working with bookkeepers, accountants and businesses directly, Receipt Bank has developed its software and service to make the gathering, storage and processing of bills, receipts and invoices as easy and as cost-effective as possible.