Are you struggling to find or maintain the right staff for your firm, drowning in work, not able to grow as fast as you want, or generally curious about outsourcing staff, then this course is for you. The tax and accounting industry has changed dramatically since Covid. Specifically, being able to hire the right staff for your practice has become a challenge for many. With various options for hiring available, this webinar will help you decide if outsourcing through a 3rd party firm is the right option for you.
This session is an overview of why firms have decided to use outsourcing to meet their staffing needs, what you need to consider before exploring options, the differences you need to know about hiring staff inside or outside the US, and understanding compliance and security requirements. .
LEARNING OBJECTIVES:
By completing this webinar, you will be able to:
● Know the benefits of using outsourced staffing
● Decide which outsourced staffing options are best for you
● Be able to implement the required disclosures
● Implement best practices for onboarding and implementation
● Prepare your firm to make the transition
WHO SHOULD ATTEND?Anyone with challenges finding capable staff or wants their current staff to focus on higher level work. Course Level: Basic Course Length: 60 MinutesPrerequisites: NONE Delivery Method: Group-Live InternetField of Study: Business management and organization - Non-technicalRecommended CPE: 1SPEAKER
Kristen Keats, CPA Sherwood Tax & Accounting
Kristen Keats, CPA is a community leader with over twenty years of experience serving small businesses and self-employed clients. Kristen has worked for both large and small firms over the course of her career, most recently as a senior manager at a regional tax firm. She has also served in industry positions. In addition to her work as a CPA, is the proud founder of Breakaway Bookkeeping + Advising, an innovative small business advisory firm focusing on technology and community. Kristen is dedicated to her clients, always going above and beyond, and using the best tools and technology available to help her do so. She understands that being a CPA means so much more than just making sure her clients are tax compliant. Her work allows clients to set and achieve meaningful goals and grow their businesses in the ways that work for them.