Content Provider
Lisciologo

Self-Study CPE
SHIFTING YOUR MINDSET: HOW TO GROW AND SCALE A MODERN ACCOUNTING FIRM
View Details/Register
A CONTROLLER'S GUIDE TO ASSESSING THE RISK OF YOUR ORGANIZATION
View Details/Register
ASSESSING THE RISK OF YOUR ORGANIZATION: MANAGING RISK & BASIC POLICIES
View Details/Register
ASSESSING THE RISK OF YOUR ORGANIZATION: NON-INSURANCE RISK MANAGEMENT ISSUES
View Details/Register
TAKING AUTOMATED SERVICES PAST THAT FIRST CLIENT
View Details/Register
MAKING THE HYBRID WORK MODEL WORK FOR YOUR FIRM
View Details/Register
WORKING REMOTELY: 5 STRATEGIES FOR SUCCESS
View Details/Register
HOW TO ONBOARD A NEW CLIENT TO YOUR ACCOUNTING FIRM
View Details/Register
Free cpe webinars
Unlocking Capacity in Your Firm

UNLOCKING CAPACITY IN YOUR ACCOUNTING AND TAX FIRM

This webinar was previously titled 'UNLOCKING CAPACITY IN YOUR FIRM'.
Available Date(s)
Wednesday, January 26, 2022: 5:00PM EST

Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Do you feel "stuck" with too much compliance work, despite wanting to move into advisory? Maybe you're unsure about whether it's the right time to hire—or which roles will fuel the next stage of your firm's growth? Perhaps your firm is spending too much time on non-value-add tasks like tracking document requests or searching in too many places for things your team needs to do the important client work.  Or maybe it's everything we just listed!

There is a way through, and it begins by unlocking the capacity you already have in your team.  To do that, you need a strategy and a (slight) mindset shift. In this lively and interactive webinar, Blake Oliver, CPA, and Chris Farrell, CPA, will share key things you can do to ensure your team is set up for success moving forward.

Blake and Chris will cap things off by demonstrating how the right tools can create a competitive advantage for your firm and unlock capacity without adding headcount.  A brief demo of Relay and Liscio will be included so that practitioners can see first-hand how much time can be saved on low-value repetitive tasks. 

This webinar is designed for any practitioner who wants to make improvements now so the upcoming year is more efficient, profitable, and enjoyable.  

Learning Objectives:


  • Recognize where your firm and service mix currently fits in today’s market

  • Predict where the market is headed and the forces you can’t ignore

  • Evaluate how to create a foundation for advisory services

  • Identify two tools that can be added to any practice to immediately unlock capacity

Linkedin

Chris Farrell

Liscio
CEO
chris@liscio.me
(765) 566-7127

Lisciologo

Chris has spent his career working both as an accountant and with accountants. Chris started at Arthur Andersen and served as a public-company CFO prior to Liscio. For the last decade, Chris has worked with accountants to improve business operations, efficiencies and profits.

Linkedin Twitter
Cloud accounting

Blake Oliver, CPA, is an entrepreneur, accountant, writer, and speaker specializing in cloud accounting technology. In 2016 and 2017, Blake was named a “40 Under 40” in CPA Practice Advisor’s accounting profession. He is the co-host of the Cloud Accounting Podcast, a weekly news round-up at the intersection of accounting and technology that is also the #1 podcast for accountants and bookkeepers in the world.

Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides
Nasba

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

Lisciologo
Liscio’s mission is to empower professional services firms of all sizes to put their clients first. By starting with the customer and delivering a secure mobile platform for them to exchange sensitive information with you, Liscio delights clients, increases engagement, and deepens their connection to the firm.  Client Experience 2.0 begins with Liscio.