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Making the Transition to Virtual: Keeping Your Firm Running in Challenging Times

MAKING THE TRANSITION TO VIRTUAL: KEEPING YOUR FIRM RUNNING IN CHALLENGING TIMES

Cost Free
Presentation Length 1.0 hour

Recorded DateSeptember 15, 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, there are many firms and accountants struggling to change how they work to continue to serve their clients.  

This session will walk you through how virtual and remote firms operate differently from the traditional model. You’ll learn the best practices in operating in this new model, as well as identify, and see in action some of the technology you need in your virtual firm. And we’ll share potential pitfalls when working remotely and how to avoid them. 

Learning Objectives:


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

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

  • Identify technology tools that help you run your firm better in a virtual model including how you engage with clients and get paid promptly for your services

  • See key technology in action

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Joshua Lance

Practice Ignition
Head of Accounting at Practice Ignition
josh@lancecpa.com
(630) 537-0218

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Joshua Lance is the Head of Accounting at Practice Ignition and 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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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.