Continuing Professional Education

Prerequisites: Small Business Accounting Firm Ownership and Membership in PASBA  

Who Should Attend: Open to Active PASBA Member Firm Owers, Managers, Bookkeepers

Advanced Preparation: None 

Program Level: Entry Level

Delivery Method: Group Internet Based 

Learning Objectives:

• Identify practical strategies to improve accountability, communication and operational efficiency within an accounting firm through leadership and team collaboration best practices.
• Apply effective client advisory techniques, including onboarding, financial review processes and tax planning meetings, to strengthen client relationships and identify additional advisory opportunities.
• Utilize technology and integrated business applications to improve bookkeeping workflows, client collaboration and operational efficiency.
• Implement practical processes and workflow improvements.

Credits & Fields of Study: Upon completion, attendees are eligible for:

• Business Management & Organization (up to 6.5 CPE)
• Computer Software & Applications (up to 3 CPE)
• Information Technology (up to 1 CPE)

A total of 10.5 credits* are offered; with maximum credits available per track/person:

• Bookkeeper track: maximum of 5.5 CPE
• Manager track: maximum of 5.5 CPE
• Owners track: maximum of 5.5 CPE

*The category of CPE credits earned will vary depending on the track selected at registration (see breakdown above). CPE credits are available for CPAs only. 

PASBA 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.