The course provides a concise overview of the skills and best practices required to develop a successful remote accounting practice.
The course provides a concise overview of the skills and best practices required to develop a successful remote accounting practice. Discover leading remote working technologies, how to avoid and address some common challenges of working off-site, and how to effectively manage a team of professionals who work outside a traditional office environment.
Topics Covered:• What is remote working• History of remote working• Importance and benefits of remote work• Shift to remote work in the accounting industry• Why accountants need to embrace remote working• Remote working templates and key documentation• Essential tools and technologies for remote accountants• Remote working tech stack• Cybersecurity best practices• Confidentiality and data protection• Creating a dedicated and comfortable workspace• Ergonomics and maintaining good posture• Setting up the necessary hardware and devices• Organizing your digital workspace• Best practices for remote communication• Synchronous vs. asynchronous communications• Building relationships with remote teams• Common-sense remote working management tips• Hybrid models of remote working• Remote working case studies• Working with clients and stakeholders remotely• How to maintain professionalism in virtual meetings• Setting and prioritizing goals• Effective time management strategies• Avoiding distractions and staying focused• Balancing work and personal life• Adhering to accounting standards and regulations• Managing remote risks• Staying up to date• Identifying remote accounting job opportunities• Developing a strong online presence• Successful remote accounting teams and organizations• Overcoming common remote work challenges• Evaluating your remote work readiness• Action plan for implementing remote work
MA, CMC, CITP/FITP
GARRETT WASNY, MA, CMC, CITP/FITP, is an artificial intelligence (AI) skills advisor to accountants, tax attorneys, enrolled agents, and tax preparers worldwide. His courses focus on the new intersection of accounting and technology, and provide guidance to practitioners on how to prosper in this dynamic age. His sessions demystify emerging cloud, mobile, and social applications, and explain in plain language how financial professionals can use these online tools to build trust, solve problems, and create new value. He’s also an award-winning Internet speaker, author, app developer, professional development specialist, and former management consultant for Price Waterhouse. He's published 50+ ebooks on computing and ethical issues related to accounting, written hundreds of articles and columns on Internet strategy, and delivered thousands of seminars and webinars to CPAs and accounting organizations around the globe.
Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.
Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.
