March 12, 2024


2 Total CPE Credits


The Remote Team Roadmap for Accounting Firms

  • Instructor

    Sharrin Fuller

Learning Objectives

After attending this presentation you will be able to...

  • Distinguish the services you are providing currently and make a plan to offer new services as a virtual firm
  • Select appropriate technologies to support your virtual firm and virtual team
  • Recall the start, scale, and sell system that Sharrin has used to successfully grow her own businesses
  • Identify how to attract and retain top talent for virtual outsourcing and to secure the right remote team for your practice
  • Take away tips for outsourcing your "fee burner" positions that will give you the competitive edge you need
  • See how to spend your newly acquired free time on promotion and growth

Major Topics

The major topics covered in this class include:

  • Key drivers of virtual accounting practice success: building, engaging, and retaining a remote team
  • Prepare firms to build a solid framework for creating their own virtual business model and managing a remote team

CPE Credits Available

Total CPE
Business Management & Organization
Personnel/Human Resources

Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Personnel/Human Resources

Advanced Preparation


Intended Audience

Practitioners offering accounting, advisory, and tax preparation services. Firms who need to migrate and evolve their cloud-based tech solutions and profitably optimize their firm's human resources and operations.


CPA Crossings

Register For This Event

  • ASCPA Member

    $ 89 89
  • ASCPA Non-Member

    $ 139 139
    Your Price

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