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Live Webcast Replay

Cooking Up Success: CPA Clara's Recipe for a Modernized Firm


Total Credits: 1 including 1 Business Management & Organization - Non-technical

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Not yet rated
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.

Dates
Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


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

Faculty

Eman Abdur-Rahman's Profile

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

Wed, Oct 23, 2024 - 11:00am to 11:57am EDT
Mon, Nov 11, 2024 - 02:00pm to 02:57pm EST
Fri, Dec 06, 2024 - 03:00pm to 03:57pm EST
Wed, Jan 08, 2025 - 09:00am to 09:57am EST
Thu, Feb 13, 2025 - 01:00pm to 01:57pm EST
Tue, Mar 18, 2025 - 04:00pm to 04:57pm EDT
Mon, Apr 28, 2025 - 10:00am to 10:57am EDT
Sat, May 10, 2025 - 12:00pm to 12:57pm EDT
Thu, Jun 26, 2025 - 03:00pm to 03:57pm EDT
Wed, Jul 16, 2025 - 11:00am to 11:57am EDT
Mon, Aug 18, 2025 - 05:00pm to 05:57pm EDT
Mon, Sep 22, 2025 - 09:00am to 09:57am EDT

Additional Info

Basic Course Information

Prerequisites

​​​​​​No 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 Policy

Please 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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