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THE CONVERSATION AUDIT TRAIL: ENDING THE CLIENT BLAME GAME

Cost Free
Presentation Length 1.0 hour

Recorded DateJune 27, 2017
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Course Description

The client blame game is real. It is an issue that CPAs encounter, but rarely discuss. This webinar will tackle the taboo topic, explore how clients can create bottlenecks, and even take advantage of SaaS products to show better financials for funding. The problem lies in client access and ability to change the general ledger any time, lack of audit trails within workflow software, and accountability through time tracking systems. The endless blame game cycle against the accounting professional needs to stop. But when will it stop? When we identify the true risks to our profession and start making changes in the way apps work so that they protect us, not make our firms vulnerable.

Learning Objectives

  • Identify the most common blame game causes.

  • Explore the risks and liabilities.

  • Review systems that protect the firm.

  • Demo of the new Scalus and TSheets integration for best in class workflow with built in auditing and time tracking.

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Andrew started his career managing operations for a Fortune 100 company. After several years of managing large-scale operations, he took a jump to build and manage operations for HireAthena, a mid-sized accounting firm primarily focused on Silicon Valley startups. During his time at HireAthena, Andrew built process around the company's accounting workflows and increased gross margins by 40%. Andrew now helps firms assess their workflow deficiencies and setup processes to gain greater visibility as well as efficiency in their practice. Andrew holds his Master's in Internal Business from the University of Florida's Hough Graduate School of Business.

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Kelly Bistriceanu was lucky enough to spend the early years of her career learning from some of the smartest C-Suite Executives on the planet! Now she is an entrepreneur based in Boise, Idaho. She owns and operates several different businesses all of which focus in some way on helping other SMBs/ Entrepreneurs find their true passion, purpose, and mission for their business.

About Our Sponsor

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TSheets is a time tracking application designed and engineered for companies across multiple industries that need to track, manage and report time. Utilizing web-based, cloud computing technology that integrates with multiple platforms, smartphones and software programs, TSheets provides a customizable alternative to paper timesheets and punch cards to streamline HR and IT roles for businesses of all sizes—from freelance shops to corporations employing tens of thousands.