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Impactfuladvisor

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Self-Study CPE
SHIFTING YOUR MINDSET: HOW TO GROW AND SCALE A MODERN ACCOUNTING FIRM
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ASSESSING THE RISK OF YOUR ORGANIZATION: NON-INSURANCE RISK MANAGEMENT ISSUES
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ASSESSING THE RISK OF YOUR ORGANIZATION: MANAGING RISK & BASIC POLICIES
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TAKING AUTOMATED SERVICES PAST THAT FIRST CLIENT
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INCREASE EFFICIENCIES WITH BILL's ACCOUNTS PAYABLE TECHNOLOGY
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Free cpe webinars
How to Prepare Yourself and Your Clients for a Successful 2021

HOW TO PREPARE YOURSELF AND YOUR CLIENTS FOR A SUCCESSFUL 2021

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

As the year 2020 comes to a close, we can reflect on how we’ve all been tested and challenged in ways we never could have imagined just one year ago. The challenges of Covid-19 have taught us that we’re surprisingly capable of changing our old ways by forcing us to shift our focus from working harder to working smarter and more effectively. 

Join us for an exciting CPE session presented by Geni Whitehouse, CPA, CITP, Countess of Communication, and a national/international accounting industry keynote and author, as she shares actionable tips that will enhance your client relationships and bring better results in 2021 and beyond! We’ll also share insights into powerful automation tools that can help you be more proactive with client communications and the services you deliver.

You’ll leave this session ready to walk into your client meetings (virtual and in-person!) armed with ways to identify opportunities for additional services once tax season is over. Now is the time to shift the way you do business and create a path for your firm that leads to more revenues and fewer hours!

Learning Objectives:


  • Recognize how to turn year-end planning into future services

  • Identify how automation can help you deliver enhanced customer service

  • Arrange a list of questions that will help you gain new insights into your client’s plans for their own business

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Impactfuladvisor

Geni Whitehouse, CPA.CITP divides her time between working as a winery consultant at Brotemarkle, Davis & Co in the Napa Valley, working with MentorPlus.com to move the profession forward, writing, speaking, and tweeting at EvenANerd.com. Her mission in life is to make boring subjects enjoyable, and she is seldom at a loss for topics.


She is a regular keynote presenter at CPA and Technology conferences around the country. She has been named a Top 100 Influencer by Accounting Today, one of 25 Thought Leaders in Accounting, and one of the 25 Most Powerful Women in Accounting by CPA Practice Advisor. In addition, she was a member of the TEDxNapaValley organizing committee and was the first speaker at their inaugural event.


She is a co-founder of Solve Services, a remote bookkeeping business for the wine industry. She is the author of How to Make a Boring Subject Interesting: 52 Ways Even a Nerd can be Heard, available on Amazon.com.


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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.
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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

Coreaccountant
BQE Software makes innovative practice management software for professional services firms. Its products—including BQE Core, BQE BillQuick, BQE ArchiOffice and BQE EngineerOffice centralize and streamline the way firms enter and use information for time tracking, billing, project management and accounting. This gives them the speed, flexibility, and insight necessary to rapidly make informed decisions, increase productivity, and grow profits. The product development of BQE’s solutions is guided by industry experts, including an engineer, an architect, and an accountant who was twice named one of the most influential people in the field by Accounting Today. BQE has won numerous awards from trusted sources including CPA Practice Advisor, K2, the Sleeter Group, and more. With more than 400,000 users worldwide, BQE Software is trusted by leading architects, engineers, accountants, attorneys, IT specialists, and business consultants.