Run Your CPA Firm Remotely

Many tax firms are now operating remotely and some for the first time. In this episode, Tom Wheelwright shares his experience, tips and suggestions to running your firm remotely. Listen and get insights on interacting with clients, going paperless, how to work with staff and more.

00:24 - Working Remotely During The Pandemic
01:36 – How To Run A Remote Office
05:19 – Having A Relationship With Our Clients That Is Well Defined
08:20 – Going Paperless To Serve Clients More Efficiently
09:56 – What Is The Advantage Of Working With Clients Remotely
13:08 – How Do We Work With Staff Remotely?
19:49 – Standardized Processes

Tom Wheelwright, #CPA is a Best Selling Author, #Entrepreneur & Worldwide Authority on Tax.
https://wealthability.com/tom/

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DISCLAIMER: WealthAbility® does not provide tax, legal or accounting advice. The materials provided have been prepared for informational purposes only, and are not intended to provide tax, legal or accounting advice. The materials may or may not reflect the most current legislative or regulatory requirements or the requirements of specific industries or of states. These materials are not tax advice and are not intended or written to be used, and cannot be used, for purposes of avoiding tax penalties that may be imposed on any taxpayer. Readers should consult their own tax, legal and accounting advisors before applying the laws to their particular situations or engaging in any transaction.

Видео Run Your CPA Firm Remotely канала Tom Wheelwright