Cooking Up Success: CPA Clara's Recipe for a Modernized Firm
Total Credits: 1 including 1 Business Management & Organization - Non-technical
- Average Rating:
- 1
- Categories:
- Partner Produced | Practice Management
- Faculty:
- Eman Abdur-Rahman
- Course Levels:
- Update
- Duration:
- 1 Hour
- License:
- Product Setting: Expires 30 day(s) after program date.
Description
CPAs get a bad rep regarding bookkeeping services. Walk through how to overhaul your offering by reviewing your client expectations, tech stack, and workflows.
Basic Course Information
Learning Objectives- Review the framework a firm should take to structure its bookkeeping services
Major Subjects
- How to structure/offer repeated services without stretching yourself thin
- Types of Tech Stack you should include in your firm
- Managing client expectations and building your workflows around them
Course Materials
| Important CPA Credit Instructions READ BEFORE WEBCAST UPDATED (487.5 KB) | Available after Purchase | ||
| Cooking Up Success: CPA Clara's Recipe for a Modernized Firm Handout (67 KB) | Available after Purchase | ||
Faculty
Eman Abdur-Rahman Related Seminars and Products
Founder & President
Your Virtual Keeper
As the founder and president of Your Virtual Keeper, Eman Abdur-Rahman is a seasoned expert in business operations and bookkeeping. With over 7 years of experience in the field, she brings a unique blend of financial acumen and systems expertise to her work.
Eman's background in systems plays a pivotal role in her approach to financial management. With a deep understanding of systems optimization and integration, she leverages technology to streamline accounting processes and maximize efficiency. This unique skill set allows her to not only ensure
accuracy and compliance but also to provide tailored solutions that align with each client's specific needs and goals.
Throughout her career journey, Eman has been dedicated to simplifying financials for business owners, empowering them to make informed decisions with confidence. With a wealth of experience spanning over 10+ industries, she understands the intricacies of different business models and the importance
of customizing financial systems to suit each client's unique requirements.
With a passion for clarity and precision, Eman has earned a reputation for delivering practical financial solution. As the driving force behind Your Virtual
Keeper, Eman continues to lead by example, guiding businesses towards financial success and empowering them to achieve their goals.
Dates
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Mon, Nov 11, 2024 - 02:00pm to 02:57pm EST
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Fri, Dec 06, 2024 - 03:00pm to 03:57pm EST
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Wed, Jan 08, 2025 - 09:00am to 09:57am EST
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Thu, Feb 13, 2025 - 01:00pm to 01:57pm EST
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Tue, Mar 18, 2025 - 04:00pm to 04:57pm EDT
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Mon, Apr 28, 2025 - 10:00am to 10:57am EDT
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Sat, May 10, 2025 - 12:00pm to 12:57pm EDT
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Thu, Jun 26, 2025 - 03:00pm to 03:57pm EDT
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Wed, Jul 16, 2025 - 11:00am to 11:57am EDT
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Mon, Aug 18, 2025 - 05:00pm to 05:57pm EDT
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Mon, Sep 22, 2025 - 09:00am to 09:57am EDT
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Additional Info
Basic Course Information
PrerequisitesNo prior requisites are required, but previous experience offering bookkeeping to clients will emphasize the importance of this new framework
Advanced Preparation
None
Designed For
CPAs offering bookkeeping services or looking to expand/partner with a bookkeeping firm
Original Recording Date 08/2024
Yellow Book
No
Course Developer
MICPA
Date Added to Catalog
03/04/2024
Additional Information
Complaint Resolution PolicyPlease contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Official Registry Statement
Business Professionals' Network, Inc. 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
Instructional Delivery Method
Group Internet Based
Course Registration Requirements
Online Registration
Refund/Cancellation Policy
Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
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