CPA - small firm
CPA - medium firm
Other
COVID-19 has forced firms world-wide to transition into remote working environments. The result? Many accountants and bookkeepers still struggling to adjust to their new virtual environments while continuing to meet the critical needs of their clients.
In this session, we will walk through how focusing on the people, processes, and technology of your firm will allow you to sustain productivity, as well as future-proof your firm in a new digital economy. We'll discuss the methods, tactics, and technologies that you can implement within your own firm to assist in the transition of going virtual full or part-time.
Learning Objectives:
- Identifying the key areas of your business to focus your time and resources
- How to manage people and business changes within a remote environment
- How to setup standardized systems and communication channels to maximize productivity
- Discovering the technology most effective for remote teams and clients
Nicholas Sinclair
TOA Global
Chairman
[email protected]
Nick Sinclair is one of the foremost experts in outsourcing, offshoring, and building global teams for accounting firms. As the Founder and CMO of The Outsourced Accountant, Nick drives an executive team to deliver outstanding and dedicated offshoring solutions based in the Philippines.
With over 1600 accountants and professional support staff that are part of a repeat double-digit growth business, Nick thrives on helping firms succeed and unlock their potential.
Learn more about Nick Sinclair and The Outsourced Accountant.
About Our Sponsor
Dext is an automated, multiproduct accounting solution. With three products, we’re here to help reduce your workload, optimize your workflow, and free up your time.
Here’s a bit about our products and how they can help you:
Dext Prepare – allows you to collect client paperwork, accurately extract data and automate processing into any general ledger, streamlining your workflows so team members can work more closely with clients. It's the 4.7 star rated tool used by over 1 million people.
Dext Commerce – saves you time by automating your client’s sales data retrieval from online eCommerce marketplaces and digital payment methods. Get an overview of their sales performance and ensure sales tax compliance, no matter where they sell in the world.
Dext Precision – intelligent data cleanup, bookkeeping, and compliance tools designed for Xero and QuickBooks Online professionals. Identify mis-codings, track key liabilities, and spot unwanted changes to historical data.
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