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Author: |
Colten Christensen, Author |
Course Length: |
Pages: 38 ||| Word Count: 9858 ||| Review Questions: 3 ||| Final Exam Questions: 5 |
CPE Credits: |
1.0 |
IRS Credits: |
0 |
Price: |
$12.95 |
Passing Score: |
70% |
Course Type: |
Text |
Technical Designation: |
Technical |
Field Of Study: |
Management Services |
Approved Audience: |
NASBA QAS - NASBA Registry |
Key Takeaways: |
This course provides CPA firms with a practical roadmap for implementing Agile concepts through small, targeted changes rather than firm wide transformation.
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Frequently Asked Questions: |
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Description: |
Successfully implementing Agile concepts in CPA firms requires a practical, results-driven approach that fits within the realities of accounting work. Rather than relying on large-scale transformation, meaningful improvement comes from small, targeted changes that enhance workflow visibility, coordination, and prioritization. This course provides CPAs with a clear roadmap for applying Agile concepts in tax, audit, and advisory environments, including how to start with pilot engagements, gain buy-in through demonstrated results, and avoid common implementation mistakes. Participants will also learn how to leverage tools they already use, such as spreadsheets and practice management systems, as well as how to apply Agile concepts using platforms like Jira and ClickUp. The course explores what successful adoption looks like by identifying indicators of improved workflow health and measuring performance beyond traditional billable hours. By the end, CPAs will gain practical strategies to implement Agile in a simple, sustainable way that improves efficiency, reduces bottlenecks, and supports more predictable engagement outcomes. |
Usage Rank: |
9999 |
Release: |
2026 |
Version: |
1..0 |
Prerequisites: |
None. |
Experience Level: |
Overview |
Additional Contents: |
Complete, no additional material needed. |
Additional Links: |
Internal: Managing Project Communications Course for CPAs
Internal: Management Services CPE Courses for CPAs
External: IRS Agile Model and Workflow Management Guidance
External: American Institute of Certified Public Accountants
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Advance Preparation: |
None. |
Delivery Method: |
QAS Self Study |
Intended Participants: |
Anyone needing Continuing Professional Education (CPE). |
Revision Date: |
27-May-2026 |
NASBA Course Declaration: |
Participants must complete the final examination within one year of purchase and with a minimum passing grade of 70% or better to receive CPE credit unless otherwise noted on the Course History page (i.e. California Ethics must score 90% or better). After logging in click on the Course History links on your My Courses page for the Begin date and Expire date for the Final Exam. |
Keywords: |
Implementing Agile in CPA Firms - CPE course |
Learning Objectives: |
Course Learning Objectives By the end of this course, participants will be able to:
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Course Contents: |
Chapter 1 - Implementing Agile in CPA Firms Course Learning Objectives Practical Implementation Getting Started Without Firm-Wide Change Starting Small with Pilot Engagements or Teams Gaining Buy-In Through Results Rather Than Mandates Common Implementation Mistakes to Avoid Tools CPAs Already Use Using Excel for Basic Workflow Visualization Practice Management Software and Built-In Reporting Applying Agile Concepts Using Jira, ClickUp, or Similar Tools Choosing Tools Based on Simplicity and Adoption What Success Looks Like Realistic Expectations for Agile Adoption in Accounting Indicators of Improved Workflow Health Measuring Success Beyond Billable Hours Final Takeaways Glossary |
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