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Self-Study CPE
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Cost Free   CPE Credits 1.0 hour   Subject AreaComputer Software and Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone  Who should attend? Bookkeeper
CPA - small firm
CPA - medium firm
Course Description

The last few years have seen a drastic shift in how bookkeepers and accountants not only perform their work, but add value to their clients. From fixed fee value pricing to working and collaborating with clients in the cloud, the bookkeeping and accounting space is becoming an entirely new industry for many.

Online accounting applications such as QuickBooks Online, Freshbooks, Xero, and Sage One, to name a few, have allowed for bookkeepers to become ‘virtual’ meaning they are able to telecommute and work with clients remotely, instead of working from a fixed physical location at their client's office. There are many benefits that come from this new way of working, including growing your firm's geographical reach, and reducing time and costs associated with travel.

This all sounds great, but how does it actually work? We’ll walk you through a step by step guide to show you how to remain competitive in this changing industry, and how to show your clients the value of working virtually.

You will learn strategies on choosing an accounting application for your clients

  • How to effectively working remotely with clients

  • Process to hiring employees

  • Tips and tricks to stay relevant in a changing industry


"Good points to help with planning."

"It was very informant"

Ledgerdocs final4 tight

Nadir combines his love for technology with his passion for helping accountants and bookkeepers do what they do best: add value to their clients. He leads the LedgerDocs product team and loves listening to customer feedback to ensure that the app is evolving to meet their needs.

Handout Materials
Presentation Slides
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.


NASBA Approved

CPAwebengage, Inc. (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:

CPAwebengage Inc. 1857. W 34th Ave, Denver, CO 80211

About our sponsor

Canonseeimpossible cmyk xl

Innovation has been a key ingredient in Canon's success throughout our history. We are one of the most prolific inventors of consumer and professional imaging solutions. Whatever the product, our emphasis on quality as well as original technologies has earned us the trust of customers around the world.