CPAacademy.org | ALL-IN-ONE SOLUTION VERSUS BEST-IN-BREED FOR YOUR

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Self-Study CPE

6 STEPS TO AN EXTRA 100K FOR YOUR BOOKKEEPING FIRM
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UNLOCKING FINANCIAL EFFICIENCY WITH RAMP
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INTRODUCTION TO FIRMTAMER PRACTICE MANAGEMENT SOFTWARE: LIVE DEMO
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BILL SPEND & EXPENSE: THE POWER OF CLIENT ADVISORY SUCCESS AT PARABLE ACCOUNTING
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BILL DEMO: STREAMLINE CASH FLOW WITH INSIGHTS & FORECASTING
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ALL-IN-ONE SOLUTION VERSUS BEST-IN-BREED FOR YOUR FIRM'S PRACTICE MANAGEMENT

Cost Free

CPE Credits 1.0 hour

Subject Area 1.0 - Computer Software and Applications

CE Credits 0.0 hours

Course Level Basic

Instructional Method Group Internet Based

Prerequisites None

Advanced Preparation None

Who Should Attend CPA - small firm
CPA - medium firm
Other

Course Description

There are a host of applications to help manage your firm and serve your clients more efficiently. From legacy desktop programs to cloud based specialized SaaS providers, the choices can get overwhelming. Deploying the right solution is vital to your firm’s success. In this course, we will discuss the core key technologies your firm will need to thrive in the today's competitive market. We will explore single solution SaaS providers and compare the Best in Breed strategy to a tightly integrated All-In-One approach to workflow and practice management.

Learning Objectives

Identify the key technologies as it relates to Practice Management and Workflow.
Survey the landscape of available SaaS providers.
Develop a technology deployment strategy that meets your firm’s unique needs.

Eric Meury

Pascal Workflow
Director of Success
eric@pascalworkflow.com
(317) 225-5876

Eric Meury is the founder and designer of Pascal Workflow, a cloud based practice management platform for tax and accounting firms. Eric literally grew up in his family’s “Main Street” tax practice. He witnessed first hand the challenges many firms face related to workflow and quickly realized that current solutions didn’t answer the firm's needs. Thus, Pascal Workflow was developed. Pascal Workflow has allowed Eric to trade in the Main Street office for a cloud office. Today, he and his wife operate both the family tax practice and Pascal Workflow virtually.

Additional Materials

Webinar Technical FAQs

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 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.

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About Our Presenter

Pascal Workflow is a complete Practice Management and Workflow Software. Proposals, project management, e-signatures with 8879 compliance, client requests, portal, document management, CRM and even payments are available with Pascal Workflow. Eliminate disconnected applications and engage your clients and staff with one easy to use platform. Pascal makes learning the software and practice management concepts easy with a free-forever plan.