Content Provider
Unisonglobus

Sponsored by
Cpamg
Self-Study CPE
SHIFTING YOUR MINDSET: HOW TO GROW AND SCALE A MODERN ACCOUNTING FIRM
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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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TAKING AUTOMATED SERVICES PAST THAT FIRST CLIENT
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INCREASE EFFICIENCIES WITH BILL's ACCOUNTS PAYABLE TECHNOLOGY
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Free cpe webinars
Building a Resilient & Sustainable CPA Firm Despite Talent Shortages

BUILDING A RESILIENT & SUSTAINABLE CPA FIRM DESPITE TALENT SHORTAGES

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
Course Description

Are you tired of working long hours in your CPA practice and feeling overwhelmed? Do you struggle to find reliable help and wish for a better work-life balance? Does a lot of your time and energy go toward training and retaining your team? You are not alone. The talent shortage is a real thing in the U.S., and studies indicate that it is not going to get any better any time soon. 

Join us for a special live online training by Charles McKissick of Unison Globus. In this training, you will learn the secrets of how the most successful firms are utilizing outsourcing strategies to overcome task overwhelm, reduce production costs, and fast forward internal processes. Discover the safe and secure way to outsource while protecting sensitive data and gaining client confidence. Don't miss this opportunity to reduce the number of hours you work, increase the net profit of your accounting firm, and take your practice to new heights. 

Outsourcing has been a game changer for my CPA firm. It has allowed us to significantly cut our labor costs while scaling the practice. —Salim Omar, President, Straight Talk, CPAs 

Learning Objectives: 


  • Identify how successful firms are leveraging outsourcing to break free from task overwhelm and achieve a better work-life balance

  • Summarize the benefits of outsourcing in terms of cost reduction, improved productivity, and increased efficiency

  • Describe practical techniques to cut production costs in half by avoiding expenses related to payroll taxes, vacations, sick time, benefits, and physical resources

  • State how outsourcing can significantly impact your bottom line and increase profitability

  • List the biggest mistakes that firms make when outsourcing

  • Recall valuable insights and strategies to streamline your operations, enhance client service, and attract high-value clients

  • Organize a resilient and sustainable CPA firm by harnessing the power of outsourcing

Linkedin

Charles McKissick

Unison Globus
Head of Business Development and Customer Experience
charles@unisonglobus.com
(647) 929-1674

Unisonglobus

As a former CPA, Charles understands the opportunities and challenges you face running a professional practice in today's ever-changing environment. For over 30 years he has worked in various accounting and investment industry roles supporting individuals and businesses to provide exceptional results for their clients while growing revenue both top and bottom line in a balanced fashion with the ultimate goal of enjoying more from their lives.

Charle's mission at Unison Globus is to be your preferred global partner providing dedicated staffing and technical support working in UNISON working with you to meet and exceed your client’s accounting, payroll, tax compliance, and tax planning needs!

Additional Materials
Webinar Technical FAQs
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 Sponsor

Cpamg
The premiere marketing and practice management company serving over 8,000 CPAs all over the world.

Salim Omar is a best selling author, thought leader and mentor for CPA firms. He is considered by many as THE “CPA Practice Coach” because he owns and runs a CPA practice so he understands what it takes to create and sustain a successful firm.