CPAacademy.org | 8 TIPS TO RUN A 100% VIRTUAL FIRM

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SHIFTING YOUR MINDSET: HOW TO GROW AND SCALE A MODERN ACCOUNTING FIRM
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ASSESSING THE RISK OF YOUR ORGANIZATION: MANAGING RISK & BASIC POLICIES
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ASSESSING THE RISK OF YOUR ORGANIZATION: NON-INSURANCE RISK MANAGEMENT ISSUES
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TAKING AUTOMATED SERVICES PAST THAT FIRST CLIENT
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8 TIPS TO RUN A 100% VIRTUAL FIRM

Cost Free

CPE Credits 1.0 hour

Subject Area 1.0 - Business Management and Organization

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

Series: Women in Accounting

Course Description

The accounting profession is at the center of a work transformation to the virtual firm environment. Many professionals struggle when starting out and continue to function using trial and error each and every day.

Marjorie Adams, co-founder of Fourlane, a business services and solutions provider, has offered award winning virtual consulting for nearly 10 years. Join this session to learn tips on technology, collaboration, accountability, and a of course some advice on what not to do in your own remote setup.

Whether you’ve already started your virtual firm, are getting ready to, or are simply thinking about it, you won’t want to miss out on this valuable webinar.

Marjorie Adams

Fourlane
Founder and CEO
marjorie@fourlane.com
(800) 931-2120

Marjorie Adams is the founder and CEO of Fourlane. After several years as Controller for a large, private manufacturing company, Marjorie decided training was her specialty and ventured into the accounting software industry. Marjorie is considered one of the top QuickBooks trainers in the country, CPA Practice Advisor Top 40 Under 40, and the Intuit community. She was also awarded Insightful Accountant’s Top QuickBooks Desktop ProAdvisor for 2015. She is instrumental in providing product feedback to Intuit and currently sits on the Intuit Solution Provider Council, QuickBooks Enterprise Development Council, and is part of the Intuit Trainer Writer Network. Marjorie is also a contractor for Intuit, helping develop course content and reviewing their ProAdvisor certifications.

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.
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Presentation Slides

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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 Sponsor

Avalara helps businesses of all sizes get tax compliance right. We provide prebuilt integrations with the big-name financial and business management systems you trust, as well as a robust API for do-it-yourself business builders. Avalara delivers cloud-based compliance solutions for transaction tax types, like sales and use, VAT, GST, excise, communications, lodging, and more. If you are an accounting practitioner, Avalara has a suite of Avalara for Accountants solutions, purpose-built to help you directly support your clients. We’re headquartered in Seattle, with offices across the U.S. and in Canada, the U.K., Belgium, Brazil, and India.