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Self-Study CPE
TAKING AUTOMATED SERVICES PAST THAT FIRST CLIENT
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WORKING REMOTELY: 5 STRATEGIES FOR SUCCESS
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MAKING THE HYBRID WORK MODEL WORK FOR YOUR FIRM
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HOW TO ONBOARD A NEW CLIENT TO YOUR ACCOUNTING 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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Free cpe webinars
How to Create Optimized Checklists to Streamline Workflows and Scale Your Firm

HOW TO CREATE OPTIMIZED CHECKLISTS TO STREAMLINE WORKFLOWS AND SCALE YOUR FIRM

Available Date(s)
Wednesday, August 17, 2022: 2:00PM EDT

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

One of the biggest challenges accounting firm owners face when growing their firms is getting their accounting workflows under control. At some point, you have to hire new employees and delegate the work to them so you can take on more clients and continue to grow your firm. However, hiring new employees creates a whole new set of challenges. These challenges can include having to spend months training your new employees on how to do client work, follow-up assistance after training, mistakes made due to being new, suffering work quality which can cause you to lose clients, and losing visibility; things slip through the cracks, and deadlines are missed.

Streamlining your accounting workflows with checklists allows you to overcome these challenges easily. In this session, you will learn how to quickly streamline your accounting workflows with optimized checklists so you can quickly scale your accounting firm with ease.

Learning Objectives:


  • Identify how to onboard new hires 10x faster because you have detailed guides on how to complete work

  • Recognize how they will be able to complete work without involving you in the process so you can focus on growing your firm

  • Evaluate how you will be able to ensure consistent client deliverables as if you were doing the work yourself

  • Practice being able to easily track the status of client work and ensure that you are hitting your deadlines

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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
Checklist Worksheet
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

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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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.