The course provides a concise overview of the skills and best practices required to develop a successful remote accounting practice. Discover leading remote working technologies, how to avoid and address some common challenges of working off-site, and how to effectively manage a team of professionals who work outside a traditional office environment.

Topics Covered:

  • What is Remote Working
  • History of Remote Working
  • Importance and Benefits of Remote Work
  • Shift to Remote Work in Accounting Industry
  • Why Accountants Need to Embrace Remote Working
  • Remote Working Templates and Key Documentation
  • Essential Tools and Technologies for Remote Accountants
  • Remote Working Tech Stack
  • Cyber Security Best Practices
  • Confidentiality and Data Protection
  • Creating a Dedicated and Comfortable Workspace
  • Ergonomics and Maintaining Good Posture
  • Setting Up the Necessary Hardware and Devices
  • Organizing Your Digital Workspace
  • Best Practices for Remote Communication
  • Synchronous vs. Asynchronous Communications
  • Building Relationships with Remote Teams
  • Common Sense Remote Working Management Tips
  • Hybrid Models of Remote Working
  • Remote Working Case Studies
  • Working with Clients and Stakeholders Remotely
  • How to Maintain Professionalism in Virtual Meetings
  • Setting and Prioritizing Goals
  • Effective Time Management Strategies
  • Avoiding Distractions and Staying Focused
  • Balancing Work and Personal Life
  • Adhering to Accounting Standards and Regulations
  • Managing Remote Risks
  • Staying Up to Date
  • Identifying Remote Accounting Job Opportunities
  • Developing a Strong Online Presence
  • Successful Remote Accounting Teams and Organizations
  • Overcoming Common Remote Work Challenges
  • Evaluating Your Remote Work Readiness
  • Action Plan for Implementing Remote Work

Who Will Benefit:
Practitioners who want to evaluate remote work opportunities and challenges, and explore the concept of “work” as something you do, not where you are.

Learning Objectives
  • Identify at least 5 positives and at least 5 negatives related to working outside a traditional office environment.
  • Identify and point out at least 3 technology guides that can assist in setting up remote offices.
  • Recognize and recall at least 10 jurisdictions around the world that offer financial incentives for remote working.
  • Identify and list at least 10 case studies of successful remote working initiatives in professional services and accounting.
  • Identify at least 5 positives and at least 5 negatives related to working outside a traditional office environment.
  • Discover and give examples of at least 10 ways COVID has impacted and accelerated remote work.
Last updated/reviewed: November 14, 2023
4 Reviews (12 ratings)


Anonymous Author
It felt like a race to get in as much material as possible, over 300 slides! At least I'm able to keep a copy of the slide deck and use it as a reference in the future; however, with the speed that technology is changing, I imagine I am going to find that there is quite a bit outdated already with references to specific top tools/websites/etc.

Anonymous Author
A lot of content and things to think through, as wells as a lot of good reminders of standard business practices. Presented many resources that I will likely refer back to in the future when it comes to available software.

Anonymous Author
Nicely presented slides with unique artwork and loads of information. A very relevant topic.

Anonymous Author
Instructor is very knowledgeable. Shares insights and method that are very useful.

Course Complexity: Foundational
Participants should have a basic understanding of Internet technology, online navigation, and digital productivity services.
Education Provider Information
Company: Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact: For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .
Instructor for this course
Course Syllabus
  Course Agenda3:31
  What is Remote Working6:40
  Shift to Remote Work in Accounting Industry5:12
  Remote Working Templates and Key Documentation8:16
  Remote Working Tech Stack17:44
  Cyber Security Best Practices4:42
  Creating a Dedicated and Comfortable Workspace10:30
  Best Practices for Remote Communication12:14
  Hybrid Model for Remote Working6:38
  Remote Working Case Studies7:08
  Working with Clients and Stakeholders Remotely7:28
  Setting Goals and Dealing with Remote Working 11:40
  Recap of Key Course Concepts1:20
  Key Takeaways3:22
  2024-25 Remote Working for Accountants1:46:25
  Slides: 2024-25 Remote Working for AccountantsPDF
  2024-25 Remote Working for Accountants GlossaryPDF