Content Provider
Officetools

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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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SHIFTING YOUR MINDSET: HOW TO GROW AND SCALE A MODERN ACCOUNTING FIRM
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Free cpe webinars
The Evolving Practice: Running an Accounting Firm in the New Normal

THE EVOLVING PRACTICE: RUNNING AN ACCOUNTING FIRM IN THE NEW NORMAL

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

Running an accounting firm has changed greatly in the past 10 years with the advancements of technology and now in 2020 Post-COVID world running a practice is changing even more. Firms are forced to leverage all the technology advancements available to them as well as figure out to deliver high touch client services in our new normal. Understanding how each aspect of our firm connects and balances each other is a critical part of having an effective, efficient and more profitable practice. Client intake, Billing, and service delivery. As practices, services, and technology evolve, so should the client experience and how to collaborate with clients. In this session we will cover the various aspects of practice management, cloud-enabling your practice, tools for client collaboration, and strategies to create a high touch yet efficient client experience.  
 
Learning Objectives:


  • How firms will run in the new normal

  • What tools firms should be using to run a remote team

  • What tools firms should be using to collaborate with clients

  • Data protection and security in the new normal

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Nicole Fluty

AbacusNext
Product Manager, OfficeTools
nfluty@abacusnext.com
(858) 882-4840

Abacusnext2

Nicole has been with OfficeTools for over a decade and OfficeTools has been providing a Practice Management solution for small and mid-size accounting firms for almost 20 years. Nicole directed and managed new feature roll outs and quarterly public updates that were delivered to thousands of users. In this time, she perfected her strengths in developing a practice management solution and understanding the needs of the accounting profession. She is now the Product Manager for the OfficeTools and Over the last year she has been working directly with a core group of Software Engineers and Quality Assurance individuals to ensure the award-winning product into the future. She also travels the country to meet with accounting professionals to better understand and design practical solutions to common issues. In her off time, you can find her exploring California’s national parks with her family and enjoying a glass of chardonnay.

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 Presenter

Officetools
OfficeTools accounting practice management solutions give you everything you need to run your firm. Organize client data, track due dates, manage staff and workflow, automate billing, and take advantage of backoffice integrations to automate your practice, align your team, and delight your clients. Our extended product portfolio includes payment processing, cloud hosting, and document automation solutions designed to make work easier for your firm.