A Practical Guide for Accountants and Bookkeepers to Managing a Practice "On the Cloud"
In 2023, the existence of sophisticated accounting, project management and AI / ChatGPT applications in the accounting space, along with the high cost of commercial real estate, has made virtual firms, or firms “on the cloud”, to be the go-to type of setup for accountants and bookkeepers. While virtual firm setups provide many advantages to the firm’s stakeholders, they also present unique challenges when it comes to management and operations.
In this course, Steven Pitucci, a practicing CPA from Toronto, Canada, delves deeper into the management issues inherent in virtual accounting and/or bookkeeping firms. As a former owner/manager of two CPA firms, Steven incorporates his own real-life examples when introducing these issues along with providing effective, realistic solutions.
This course breaks down these key issues into two parts: internal management issues (i.e. staff, internal controls, task/project management, and marketing management) and external management issues (i.e. new client prospects, current clients, billing, and public relations).
Accounting and Tax Educator, CPA, CA
As a Chartered Professional Accountant, I am currently navigating the complex world of forensic accounting & advisory in a Canadian insolvency firm. I am a former partner of public accounting firm serving Canadian individuals and privately-held businesses. I am also educating other accountants with all things accounting and tax. I have a passion for taking complex issues and teaching them to others in a manner that is understandable.
This portal is provided as a training and development resource for City of Markham employees. Every course is delivered by a qualified subject matter expert or learning organization, is quantifiable in hours, and is verifiable — you receive a documented certificate of completion for every course you finish, stored on LearnFormula indefinitely.
If you hold a professional designation (for example in engineering, accounting, human resources, or law), courses may be counted as professionally relevant, verifiable learning activities toward your continuing professional development. Individual practitioners are responsible for confirming that an activity meets the requirements of their professional body. For questions about the City of Markham's training and development policies, please speak with your people leader or Human Resources.
