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Self-Study CPE
CREATING AN INNOVATION STRATEGY FOR ACCOUNTING FIRMS
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GROWING FROM 0-100 CLIENTS, OVERCOMING HURDLES AT EACH STAGE
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PRACTICAL GUIDE TO CPA RISK MANAGEMENT: 2018-19 UPDATE
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Free cpe webinars
Capacity Planning and People Strategies for Accounting Firms in 2019

CAPACITY PLANNING AND PEOPLE STRATEGIES FOR ACCOUNTING FIRMS IN 2019

Cost Free
CPE Credits 1.0 hour
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

How was the recent tax season? We hope it wasn’t challenging! For the next financial season, and with 2019 right around the corner, how do you plan to do it better?
 
How about putting the right capacity planning and people strategies in place NOW? Because if you don’t, you will face the same challenges moving into the New Year.
 
Join Nick Sinclair in a 1-hour online session as he shares insights on the right tools, strategies, and how-to methodologies to ensure your firm’s success in 2019.
 
Why you should attend
 
If you spent this past year burdened with:


  • Lack of capacity to take on new clients or do more work for existing one.

  • Shortage of the right people to do critical tasks.

  • No time to sit down and talk to clients to understand their needs.

  • Mismanagement of schedules leading to missed deadlines and loss of revenue.


Tune in to this live webinar to gain the key insights on:


  • Capacity planning methods to increase work volume and thus higher revenue and profits.

  • People strategies to dramatically improve efficiency and work-life balance.

  • Ways to attract, develop, and retain A-players for critical roles.

  • Tools to streamline workflow and communication rhythms.

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Theoutsourcedaccountantlogo

Nick Sinclair is one of the foremost experts in outsourcing, offshoring, and building global teams for accounting firms. As the CEO of The Outsourced Accountant, Nick drives an executive team to deliver outstanding and dedicated offshoring solutions based in the Philippines.

With over 1000 accountants and professional support staff that are part of a repeat double-digit growth business, Nick thrives on being able help firms succeed and unlock their potential.

Learn more about Nick Sinclair and The Outsourced Accountant.

Handout Materials
Presentation Slides
Additional Materials
Webinar FAQs
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.
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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

Theoutsourcedaccountantlogo

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 1000 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.