A Practical Guide for Accountants and Bookkeepers to Managing a Practice "On the Cloud"
In 2023, the existence of sophisticated accounting, project management and AI / ChatGPT applications in the accounting space, along with the high cost of commercial real estate, has made virtual firms, or firms “on the cloud”, to be the go-to type of setup for accountants and bookkeepers. While virtual firm setups provide many advantages to the firm’s stakeholders, they also present unique challenges when it comes to management and operations.
In this course, Steven Pitucci, a practicing CPA from Toronto, Canada, delves deeper into the management issues inherent in virtual accounting and/or bookkeeping firms. As a former owner/manager of two CPA firms, Steven incorporates his own real-life examples when introducing these issues along with providing effective, realistic solutions.
This course breaks down these key issues into two parts: internal management issues (i.e. staff, internal controls, task/project management, and marketing management) and external management issues (i.e. new client prospects, current clients, billing, and public relations).
Accounting and Tax Educator, CPA, CA
As a Chartered Professional Accountant, I am currently navigating the complex world of forensic accounting & advisory in a Canadian insolvency firm. I am a former partner of public accounting firm serving Canadian individuals and privately-held businesses. I am also educating other accountants with all things accounting and tax. I have a passion for taking complex issues and teaching them to others in a manner that is understandable.
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.
