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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

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

Ignition
Head of Accounting at Practice Ignition
[email protected]
(630) 537-0218

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About Our Presenter

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Ignition makes it simple to engage clients, get paid and run your accounting or professional services business on autopilot. From impressive online proposals to automated engagement letters and payments, we free you up to focus on what matters most - your clients.