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Free cpe webinars
Going Virtual Amid the Virus: Best Practices for Remote Work For Accountants


Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 2, 2020
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

With COVID-19 forcing firms to transition to being a virtual and remote firm, many firms and accountants struggle to change how they work to continue serving their clients.  

This session will walk you through how virtual and remote firms operate differently from a traditional model. We will identify the best practices in working within this new model, helping you determine the tools and technology required in a virtual firm. We will also spend time answering any questions you might have as you make this transition.

Learning Objectives:

  • Identify changes firms need to make to operate in a virtual and remote environment

  • Determine how managing people can change when you are not in an office together

  • Identify technology tools that help you run your firm better in a virtual model

  • Recall potential pitfalls when working remotely and how to avoid them 

Not logged

Joshua Lance

Lance CPA Group
Managing Director
(630) 537-0226

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Joshua Lance is the founder and Managing Director of Lance CPA Group, a virtual CPA firm that focuses on providing accounting and consulting services to craft breweries and digital agencies. A licensed Certified Public Accountant and Chartered Global Management Accountant, Josh is also a family man who calls Chicago home.  Before venturing on his own with a mission to help small businesses, Josh spent his early career at a top-10 national public accounting firm before working at an ultra-high net worth family office. Josh is also an adjunct faculty at Northwestern University in Evanston, IL, teaching accounting in the Farley Center for Entrepreneurship and McCormick School of Engineering.  He enjoys making wine at home, cooking, traveling, and cheering on his favorite football and soccer teams. Josh was honored by being selected to the 2017 class of the AICPA Leadership Academy and was named as one of the 40 under 40 in 2017 and 2018 by CPA Practice Advisor.  Josh was also recently named to the Illinois CPA Society Board of Directors.

About Our Presenter

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Lance CPA Group is a certified public accounting firm built to help small business owners and entrepreneurs grow and manage their businesses. Consider them a stakeholder whose number one interest is helping clients succeed – and making their lives a little easier along the way.