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Webinar (CPA Crossings): The Remote Team Roadmap for Accounting Firms

Description

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.

Learning Objectives

After attending this presentation you will be able to…

  • 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
Major Topics

The major topics covered in this class include:

  • 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
Provider
CPA Crossings, LLC
Course Level
Basic
CPE Field of Study
Business Management and Organization
1
Personnel/Human Resources
1
Who Should Attend

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.

Instructor(s)
Sharrin Fuller
Prerequisites

None

Advanced Preparation

This webinar is produced by CPA Crossings. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Location
Webinar
Event Information
When
Dec 28, 2022
2:00 pm - 4:00 pm MST
Location
Webinar
Total CPE Credits
2
Format
Webinar

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$79.00

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$103.00
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Webinar (CPA Crossings): The Remote Team Roadmap for Accounting Firms


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