CPA Firms Employee Management and Communication Process

As the news surrounding COVID-19 changes daily, CPA firms are monitoring developments and taking necessary precautions to ensure the safety of staff members and clients. Those efforts include varied types of communication procedures including teleconferencing, skype, zoom, e-mail, internal web-sites and other methods. Many of these methods require resilient leadership who can envision issues timely or pro-actively in order to adequately address concerns.

With the pace of the pandemic and the timing with which it has rolled out, firms have found themselves in the predicament of abiding by their clients “work-from-home” edicts. This can inflict greater difficulty in obtaining information needed for completing the first quarter filings. As such, it is critical that firms establish a solid process for employee and client communication.

Who should attend: – CPA firm members, partners, directors, staff. – Clients who wish to understand protocols for proper communication with their auditors.

Topics Covered: This webinar will focus on some of the challenges being experienced in the CPA consulting industry and evaluate methods to enable timely and effective communication with clients while working to meet their needs on a timely basis.