Content Provider
Toagloballogo

Blankbox
Self-Study CPE
SHIFTING YOUR MINDSET: HOW TO GROW AND SCALE A MODERN ACCOUNTING FIRM
View Details/Register
ASSESSING THE RISK OF YOUR ORGANIZATION: NON-INSURANCE RISK MANAGEMENT ISSUES
View Details/Register
ASSESSING THE RISK OF YOUR ORGANIZATION: MANAGING RISK & BASIC POLICIES
View Details/Register
TAKING AUTOMATED SERVICES PAST THAT FIRST CLIENT
View Details/Register
INCREASE EFFICIENCIES WITH BILL's ACCOUNTS PAYABLE TECHNOLOGY
View Details/Register
Free cpe webinars
Survival Transformation: How COVID Has Pushed Firms Into Advisory

SURVIVAL TRANSFORMATION: HOW COVID HAS PUSHED FIRMS INTO ADVISORY

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 has sent the global economy into survival mode and every industry is looking for ways to keep going. Now more than ever, accountants and bookkeepers have been pushed into providing their clients with new kinds of support, leading them to into the world of advisory services and it’s paying in dividends.

In this session, Nick Sinclair (TOA Global Founder and CMO), along with Aynsley Damery (Clarity Co-Founder and CEO) will speak to the positive impacts of this transition has had on the accounting space, the benefits customers are seeing from this change and why every firm should lean into this movement and how to properly prepare your team, business, and customers for this new direction.

Learning Objectives:


  • Recognize impact that advisory services have had on accountants, bookkeepers, and their customers.

  • Identify how to assess your firm’s readiness in embracing advisory.

  • List ways to properly prepare your team, your business, and customers on the move.

Linkedin
Toagloballogo

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 helping firms succeed and unlock their potential.
Learn more about Nick Sinclair and The Outsourced Accountant.
 

Linkedin
Clarity logo

Aynsley Damery is a qualified accountant and former CEO of a multi-award-winning niche advisory accounting firm for entrepreneurs in the UK. Aynsley is now the CEO and founder of Clarity - a business advisory platform that harnesses AI, machine learning and blockchain and using the right combination of people, process and tech to transform the business advisory services of accounting firms worldwide.

He has advised thousands of businesses around the world and sits as an advisory board member on a number of companies and charities. Aynsley is considered one of the most influential accountants in the UK and has co-authored an international best seller.

Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
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

Toagloballogo

TOA Global is a people business, 100% designed for and dedicated to the accounting industry.

Since opening our doors in 2013, we’ve been enabling savvy accounting firms to scale, grow and deliver great service to their clients by supplying them with highly skilled people. We have more than 2,000 dedicated team members working for more than 750 accounting firms worldwide in senior and junior accounting, bookkeeping, specialist , and administrative roles.

We’re the accounting people, people-building skills, teams, businesses, and economies through brilliant people.

Tune in to our webinars to receive expert advice and actionable insights on topics ranging from growing your firm to attracting talent, to people management and more.