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Self-Study CPE
SHIFTING YOUR MINDSET: HOW TO GROW AND SCALE A MODERN ACCOUNTING FIRM
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A CONTROLLER'S GUIDE TO ASSESSING THE RISK OF YOUR ORGANIZATION
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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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Free cpe webinars
Win New Clients and Deliver a Great Customer Experience While Working Remotely

WIN NEW CLIENTS AND DELIVER A GREAT CUSTOMER EXPERIENCE WHILE WORKING REMOTELY

Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites CPE for CPAs
Advanced Preparation None
Course Description

As we’re all aware, COVID-19 has forced a major change in the way business is currently conducted. While adjusting to this new normal, accounting firms are trying to balance how they support their newly remote teams, their current customers, strategize on how best to acquire customers, all while they continue to provide the top-notch experience their customers expect.

In this webinar, TOA Global, together with Practice Ignition, will provide you with tips and tricks on how to deliver an amazing client experience, and highlight current examples from our mutual customers on what’s working for them.

Learning Objectives:


  • Identify methods on how to best win new clients while working in a remote setting

  • Determine how to provide an A+ customer “experience” (not service)

  • Identify best practices for relationship and task management while working remotely

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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.

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Ryan Embree has spent the last four years working in the accounting industry. In his role at Practice Ignition he helps accounting firms embrace new technology and modernize their practices for success. He worked for Practice Ignition in Australia and the UK before relocating to Chicago last year.

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Jose Zavala

ZTX Advisors
Founder & Principal
jzavala@ztxadvisors.com
(832) 621-6103

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Jose Zavala is the managing member of ZTX Advisors with 8 years of experience working in public accounting,  Jose spent his career working with small CPA firms which gave him the opportunity to learn and gain exposure to various small and medium size businesses.  He was able to work fully with these businesses and learn the ins and outs of how to run small and medium-sized businesses.  He has experience working with companies as an advisor as well as income tax preparation and planning.  

Jose was born in Pasadena, TX and moved to Alvin, TX at a young age.  He graduated from Alvin High School and went to the University of Houston Clear Lake where he graduated with a degree in Accounting.  Jose is an avid sports fan and loves all the Houston teams regardless of their win/loss record.

Additional Materials
Webinar 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.
Handout Materials
Presentation Slides
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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 Presenter

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The Outsourced Accountant is the leader in providing dedicated accounting and professional support staff for firms in the USA, Australia, New Zealand and across the globe.  

With our mission to revolutionize global accounting firms, we help firms grow their global teams and supercharge capacity. We help them become more efficient, more structured and deliver more value to clients than ever before.

We have grown to over 1600 highly qualified accountants and support staff in the Philippines. We have all roles and tasks covered from basic to advanced accounting to support staff. We come with a very experienced executive and consultant team and over 100 support staff to help drive and support your global team.

You focus on workflow, we do the rest so you grow.