CPAacademy.org | HOW TO BUILD A MODERN VIRTUAL FIRM

Content Provider

Self-Study CPE

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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INCREASE EFFICIENCIES WITH BILL's ACCOUNTS PAYABLE TECHNOLOGY
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SHIFTING YOUR MINDSET: HOW TO GROW AND SCALE A MODERN ACCOUNTING FIRM
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How to Build a Modern Virtual Firm

Business Management and Organization

HOW TO BUILD A MODERN VIRTUAL FIRM

Available Date(s)

Thursday, May 23, 2024: 3:00PM EDT

Wednesday, May 29, 2024: 1:00PM EDT

Choose Your Time Zone:

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 Bookkeeper
CPA - small firm
CPA - medium firm
Small Business Owner

Course Description

Want to build a modern firm? Do you desire a remote team that can manage from anywhere? Are you just ready to go paperless?

If you answered yes to any of the questions above, this webinar is for you. In this webinar, you will learn the processes, best practices, and tech stack needed to modernize your firm quickly.

Learning Objectives:

Determine how to document your processes to enable a remote staff

Identify best practices for running a modern and virtual firm

Define the modern firm tech stack and how to quickly implement it in your firm

Shahram Zarshenas

Financial Cents
Chief Executive Officer
shahram@financial-cents.com

As the CEO of Financial Cents, Shahram Zarshenas spends his time helping accountants get visibility across their firm to prevent things from falling through the cracks. Prior to Financial Cents, he founded an investment banking firm that helped software companies scale and exit their business.

Additional Materials

Process Documentation Playbook

Firm Automation Playbook

Virtual Firm Best Practices

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.

Handout Materials

Presentation Slides

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

Financial Cents is an easy to use cloud-based accounting practice management solution that helps thousands of accountants scale and grow their firm. It provides everything accountants need to easily manage their team and hit their deadlines.