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Self-Study CPE
A CONTROLLER'S GUIDE TO ASSESSING THE RISK OF YOUR ORGANIZATION
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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
There Is No Off-Season: How to Take Your Engagements out of Word

THERE IS NO OFF-SEASON: HOW TO TAKE YOUR ENGAGEMENTS OUT OF WORD

Available Date(s)
Friday, June 25, 2021: 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
Series: Bookkeeper
Course Description

Managing scope is an important part of being an accounting professional during and after tax season. To do this duty successfully, you need an understanding of how to create an engagement. A proper engagement letter will help ensure your firm is compensated adequately for the services rendered as well as help to limit liability. During our webinar, we’ll uncover the risks of using Word for engagements and share tips on what to include in your engagements and how to digitize them using Practice Ignition.

Learning Objectives:


  • Determine the risks of using Word for your engagements

  • Design a proper engagement letter

  • Identify ways to speed up your engagement process with Practice Ignition

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Through social learning, Jennie advocates for financial technology to make bookkeeping simple for small business owners and accounting professionals. She has a passion for figure skating, accepting failure as learning, and helping people accept change.

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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Practice Ignition is everything you need to streamline and grow your accounting practice. Automate your team's workflow with professional proposals and engagement letters, onboard clients faster and win more business, track performance with extensive analytics, accept payments and get paid on time. Works with Xero and WFM.