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22WX-0609: The Remote Team Roadmap for Accounting Firms (Webinar)

If you have questions about this event, please call us at 952-831-2707.

Thursday, May 26, 2022
5:00pm - 7:00pm Central Time
2 CPE (2 non-technical)

Alternate dates & more options

In this session you will have access to a proven solution for reducing outrageous overhead developed by Sharrin Fuller, CEO of Glass Wallet, a consulting and advisory firm serving the accounting profession and small business market. During the course, you will learn the strategies and systems that accounting practices require to run completely in the cloud.

Sharrin will focus on the key driver of virtual accounting practice success: building, engaging, and retaining a remote team.

After successfully starting, scaling, and selling her accounting and bookkeeping practice, Sharrin continued honing her Remote Firm Scaling System and Remote Team Roadmap as a managing partner in multiple accounting and financial services businesses including FitCFO, Blueprint, Jointly, and A Simple Office Solution.

This interactive session will prepare firms to build a solid framework for creating their own virtual business model and managing a remote team.

This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Major subjects

  • Key drivers of virtual accounting practice success: building, engaging, and retaining a remote team
  • Prepare firms to build a solid framework for creating their own virtual business model and managing a remote team

Learning objective(s)

  • Distinguish the services you are providing currently and make a plan to offer new services as a virtual firm
  • Select appropriate technologies to support your virtual firm and virtual team
  • Recall the start, scale, and sell system that Sharrin has used to successfully grow her own businesses
  • Identify how to attract and retain top talent for virtual outsourcing and to secure the right remote team for your practice
  • Take away tips for outsourcing your "fee burner" positions that will give you the competitive edge you need
  • See how to spend your newly acquired free time on promotion and growth

Who should take this program?

Practitioners offering accounting, advisory, and tax preparation services. Firms who need to migrate and evolve their cloud-based tech solutions and profitably optimize their firm's human resources and operations.

Fees

Our records indicate you are a nonmember. If you register, you will be charged $79.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $79.00
checkmark Standard Nonmember Fee $79.00

More program information

Location Online
Area
of study
Management
Field(s)
of study
Personnel/Human Resources - Non-Technical (1.0)
Business Management & Organization - Non-Technical (1.0)
Level Basic
Format Group Internet Based
Sponsor CPA Crossings, LLC
NASBA ID#: 108744
Prerequisites Prereq. None
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date. Learn more

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If you have questions about this event, please call us at 952-831-2707.