8 Pillars - Pillar 1: Operational Efficiency (Video) (Course Id 1233)

• Who is this course for?
  This course is intended for anyone needing Continuing Professional Education (CPE), including CPAs and accountants looking to improve business efficiency.

• What is this course about or what problem does this course solve?
  The course addresses operational inefficiencies revealed by rapid firm growth and provides strategies to enhance efficiency through digitization, project management, automation, and alternative staffing.

• How can the knowledge from this course be used?
  Learners can apply the knowledge to streamline operations, cut costs, and improve productivity by going paperless, automating workflows, and rethinking staffing and project management approaches.

• Why is this course important to a CPA, Accountant, or IRS Enrolled Agent?
  It equips professionals with practical tools to optimize business operations, which is essential for maintaining competitiveness and managing growth effectively in a firm.

• When is this course relevant or timely?
  This course is especially timely during or after periods of rapid business growth, when inefficiencies are most likely to surface and require immediate attention.

• How is a course like this consumed or used?
  The course is delivered as a video and text-based self-study format via NASBA QAS, requiring the completion of review questions and a final exam for CPE credit.

Pillar 1 - Rapid growth in a firm has an interesting way of revealing problems in the underlying business model. We will explore improving efficiency by digitizing data, implementing a project management mindset, automating workflow, and by determining if an alternative staffing model can assist you.

Video - NASBA QAS - Text - NASBA Registry - 1233

After completing this course you will be able to:

• Importance of being paperless to improving operational efficiency
• Importance of project management
• How to automate workflow
• Simple ways to improve operational efficiency and reduce costs

Chapter 1 - 8 Pillars - Pillar 1: Operational Efficiency

Chapter 1 Review Questions