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Jeff Borschowa has created a nine-part webinar series based on his book series, 8 Pillars for Exponential Business Growth. The introductory webinar introduces the concept of the 8 Pillars and offers a high level overview. The intent is that participants can attend the introduction in order to highlight specific pillars that they may wish to focus on next.
Inefficiency strangles business growth. Plain and simple, there are several obstacles that each and every bookkeeping or accounting business must overcome if they intend to successfully grow. This is an introductory webinar to implement the 8 Pillars for Exponential Business Growth in either an accounting practice or bookkeeping business. The 8 Pillars include:
1. Operational Efficiency - 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.
2. Marketing and Networking - Marketing encompasses all activities that encourage a prospect to contact you in the first place. Are you getting results for your efforts? Networking, when done correctly, can be a highly effective way to deliberately build your accounting practice with quality clients.
3. Sales - The sales process focuses on closing deals, signing up new clients, and maintaining relationships with existing clients. Basically, this is the activity that converts your marketing leads and prospects into paying clients.
4. Niche Development - Niche development is the intersection between marketing and sales and, arguably, the foundation for both. What is your ideal client?
5. Value Pricing - The traditional model of billing for services is based on a single formula: hours worked multiplied by an hourly rate is equal to the fee to be billed. This formula creates an inherent conflict of interest between you and your clients.
6. Technology - Technology offers some very exciting opportunities if leveraged correctly. Cloud solutions, in particular, offer opportunities for dramatic gains in efficiency and accuracy. By embracing cloud solutions and giving careful consideration to your actual Information Technology needs, you can see dramatic cost decreases and significant efficiency gains.
7. Value Added Services - Providing good services at fair prices will earn you trust and loyalty from your clients. The great news is you can leverage this relationship to identify client issues and offer more in-depth solutions.
8. Practice Management - The best run firms focus on key performance indicators in order to determine areas that need improvement. Monitoring business results and seeking improvement are critical aspects of working on your business.
The intent of the first learning webinar is to demonstrate the importance of the 8 Pillars to growing a bookkeeping business or accounting practice. We will cover details in subsequent webinars. We will also discuss action items that you can implement immediately in order to start building your accounting practice or bookkeeping business.
By the end of this business growth course, you will:
We will cover each of these at a high level in this bookkeeping course & webinar. You can visit http://www.businessevolutioneducation.com/dream-practice/8-pillars-webinar-series to learn more about each of the Pillars and to watch previously recorded events.
8 Pillars - Pillar 0: 8 Pillars for Exponential Business Growth (Video) (1 Hrs)
Jeff Borschowa has created a nine-part webinar series based on his book series, 8 Pillars for Exponential Business Growth. The introductory webinar introduces the concept of the 8 Pillars and offers a high level overview. The intent is that participants can attend the introduction in order to highlight specific pillars that they may wish to focus on next.
Inefficiency strangles business growth. Plain and simple, there are several obstacles that each and every bookkeeping or accounting business must overcome if they intend to successfully grow. This is an introductory webinar to implement the 8 Pillars for Exponential Business Growth in either an accounting practice or bookkeeping business. The 8 Pillars include:
1. Operational Efficiency - 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.
2. Marketing and Networking - Marketing encompasses all activities that encourage a prospect to contact you in the first place. Are you getting results for your efforts? Networking, when done correctly, can be a highly effective way to deliberately build your accounting practice with quality clients.
3. Sales - The sales process focuses on closing deals, signing up new clients, and maintaining relationships with existing clients. Basically, this is the activity that converts your marketing leads and prospects into paying clients.
4. Niche Development - Niche development is the intersection between marketing and sales and, arguably, the foundation for both. What is your ideal client?
5. Value Pricing - The traditional model of billing for services is based on a single formula: hours worked multiplied by an hourly rate is equal to the fee to be billed. This formula creates an inherent conflict of interest between you and your clients.
6. Technology - Technology offers some very exciting opportunities if leveraged correctly. Cloud solutions, in particular, offer opportunities for dramatic gains in efficiency and accuracy. By embracing cloud solutions and giving careful consideration to your actual Information Technology needs, you can see dramatic cost decreases and significant efficiency gains.
7. Value Added Services - Providing good services at fair prices will earn you trust and loyalty from your clients. The great news is you can leverage this relationship to identify client issues and offer more in-depth solutions.
8. Practice Management - The best run firms focus on key performance indicators in order to determine areas that need improvement. Monitoring business results and seeking improvement are critical aspects of working on your business.
The intent of the first learning webinar is to demonstrate the importance of the 8 Pillars to growing a bookkeeping business or accounting practice. We will cover details in subsequent webinars. We will also discuss action items that you can implement immediately in order to start building your accounting practice or bookkeeping business.
By the end of this business growth course, you will:
We will cover each of these at a high level in this bookkeeping course & webinar. You can visit http://www.businessevolutioneducation.com/dream-practice/8-pillars-webinar-series to learn more about each of the Pillars and to watch previously recorded events.
8 Pillars - Pillar 0: 8 Pillars for Exponential Business Growth (Video) (1 Hrs)
Jeff Borschowa has created a nine-part webinar series based on his book series, 8 Pillars for Exponential Business Growth. The introductory webinar introduces the concept of the 8 Pillars and offers a high level overview. The intent is that participants can attend the introduction in order to highlight specific pillars that they may wish to focus on next.
Inefficiency strangles business growth. Plain and simple, there are several obstacles that each and every bookkeeping or accounting business must overcome if they intend to successfully grow. This is an introductory webinar to implement the 8 Pillars for Exponential Business Growth in either an accounting practice or bookkeeping business. The 8 Pillars include:
1. Operational Efficiency - 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.
2. Marketing and Networking - Marketing encompasses all activities that encourage a prospect to contact you in the first place. Are you getting results for your efforts? Networking, when done correctly, can be a highly effective way to deliberately build your accounting practice with quality clients.
3. Sales - The sales process focuses on closing deals, signing up new clients, and maintaining relationships with existing clients. Basically, this is the activity that converts your marketing leads and prospects into paying clients.
4. Niche Development - Niche development is the intersection between marketing and sales and, arguably, the foundation for both. What is your ideal client?
5. Value Pricing - The traditional model of billing for services is based on a single formula: hours worked multiplied by an hourly rate is equal to the fee to be billed. This formula creates an inherent conflict of interest between you and your clients.
6. Technology - Technology offers some very exciting opportunities if leveraged correctly. Cloud solutions, in particular, offer opportunities for dramatic gains in efficiency and accuracy. By embracing cloud solutions and giving careful consideration to your actual Information Technology needs, you can see dramatic cost decreases and significant efficiency gains.
7. Value Added Services - Providing good services at fair prices will earn you trust and loyalty from your clients. The great news is you can leverage this relationship to identify client issues and offer more in-depth solutions.
8. Practice Management - The best run firms focus on key performance indicators in order to determine areas that need improvement. Monitoring business results and seeking improvement are critical aspects of working on your business.
The intent of the first learning webinar is to demonstrate the importance of the 8 Pillars to growing a bookkeeping business or accounting practice. We will cover details in subsequent webinars. We will also discuss action items that you can implement immediately in order to start building your accounting practice or bookkeeping business.
By the end of this business growth course, you will:
We will cover each of these at a high level in this bookkeeping course & webinar. You can visit http://www.businessevolutioneducation.com/dream-practice/8-pillars-webinar-series to learn more about each of the Pillars and to watch previously recorded events.
8 Pillars - Pillar 0: 8 Pillars for Exponential Business Growth (Video) (1 Hrs)
Jeff Borschowa has created a nine-part webinar series based on his book series, 8 Pillars for Exponential Business Growth. The introductory webinar introduces the concept of the 8 Pillars and offers a high level overview. The intent is that participants can attend the introduction in order to highlight specific pillars that they may wish to focus on next.
Inefficiency strangles business growth. Plain and simple, there are several obstacles that each and every bookkeeping or accounting business must overcome if they intend to successfully grow. This is an introductory webinar to implement the 8 Pillars for Exponential Business Growth in either an accounting practice or bookkeeping business. The 8 Pillars include:
1. Operational Efficiency - 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.
2. Marketing and Networking - Marketing encompasses all activities that encourage a prospect to contact you in the first place. Are you getting results for your efforts? Networking, when done correctly, can be a highly effective way to deliberately build your accounting practice with quality clients.
3. Sales - The sales process focuses on closing deals, signing up new clients, and maintaining relationships with existing clients. Basically, this is the activity that converts your marketing leads and prospects into paying clients.
4. Niche Development - Niche development is the intersection between marketing and sales and, arguably, the foundation for both. What is your ideal client?
5. Value Pricing - The traditional model of billing for services is based on a single formula: hours worked multiplied by an hourly rate is equal to the fee to be billed. This formula creates an inherent conflict of interest between you and your clients.
6. Technology - Technology offers some very exciting opportunities if leveraged correctly. Cloud solutions, in particular, offer opportunities for dramatic gains in efficiency and accuracy. By embracing cloud solutions and giving careful consideration to your actual Information Technology needs, you can see dramatic cost decreases and significant efficiency gains.
7. Value Added Services - Providing good services at fair prices will earn you trust and loyalty from your clients. The great news is you can leverage this relationship to identify client issues and offer more in-depth solutions.
8. Practice Management - The best run firms focus on key performance indicators in order to determine areas that need improvement. Monitoring business results and seeking improvement are critical aspects of working on your business.
The intent of the first learning webinar is to demonstrate the importance of the 8 Pillars to growing a bookkeeping business or accounting practice. We will cover details in subsequent webinars. We will also discuss action items that you can implement immediately in order to start building your accounting practice or bookkeeping business.
By the end of this business growth course, you will:
We will cover each of these at a high level in this bookkeeping course & webinar. You can visit http://www.businessevolutioneducation.com/dream-practice/8-pillars-webinar-series to learn more about each of the Pillars and to watch previously recorded events.
8 Pillars - Pillar 0: 8 Pillars for Exponential Business Growth (Video) (1 Hrs)
| Author : | Paul Winn, CLU, ChFC |
| Course Length : | Pages: 53 ||| Review Questions: 13 ||| Final Exam Questions: 15 |
| CPE Credits : | 3.0 |
| IRS Credits : | 0 |
| Price : | $26.95 |
| Passing Score : | 70% |
| Course Type: | NASBA QAS - Text - NASBA Registry |
| Technical Designation: | NonTechnical |
| Primary Subject-Field Of Study: | Business Management & Organization - Business Management & Organization for Course Id 1387 |
| Description : | The annual global cost of cybercrime is high and getting higher all the time. In fact, cyber criminals reap a windfall from their activities that is estimated to have been $450 billion in 2015 and is anticipated to climb to an annual $10.5 trillion average by 2025. In the United States alone, the FBI received reports of 800,944 cybercrime complaints involving $10.3 billion in 2022. Almost all of that cybercrime began with—and continues to start with—a social engineering concept known as “phishing.” Certain business organizations, among which are those referred to as “financial institutions,” are charged by the FTC with taking particular steps to protect their customers’ financial information. Included in the category of financial institutions are professional tax preparers. Professional tax preparers normally maintain a significant amount of taxpayer information in various files—electronic and paper—that would be a treasure trove for cyber criminals. In this taxpayer data security course, tax preparers are introduced to the problem of cybercrime and its costs, offered methods that can be expected to reduce the chances of becoming a cybercrime victim, and informed of proper steps to take if they do become victims of cybercrime. Accordingly, this taxpayer data protection course will examine cybercrime and will discuss:
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| Usage Rank : | 19375 |
| Release : | 2024 |
| Version : | 1.0 |
| Prerequisites : | None. |
| Experience Level : | Overview |
| Additional Contents : | Complete, no additional material needed. |
| Additional Links : |
Taxes. Security. Together. We all have a role to play in protecting your data
|
| Advance Preparation : | None. |
| Delivery Method : | QAS Self Study |
| Intended Participants : | Anyone needing Continuing Professional Education (CPE). |
| Revision Date : | 08-Feb-2024 |
| 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. |
| Approved Audience : | NASBA QAS - Text - NASBA Registry - 1387 |
| Keywords : | Business Management & Organization, Keeping Taxpayer Data, Secure, cpe, cpa, online course |
| Learning Objectives : |
Course Learning Objectives Upon completion of this course, you should be able to:
Chapter 1
Chapter 2
Chapter 3
Chapter 4
Chapter 5
Chapter 6
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| Course Contents : | Course Learning Objectives Introduction to the Course Chapter 1 - Introduction to Cybercrime Chapter Learning Objectives Introduction The Nature of Cybercrime Computer Viruses Denial-of-Service Attacks Installing Malware Phishing, Vishing, Smishing & Pharming Staying Current on Cyberthreats & Avoidance Strategies FBI Internet Crime Report Summary Chapter Review Chapter 2 - Laws & Regulations Safeguarding Taxpayer Data Chapter Learning Objectives Introduction The Gramm-Leach-Bliley Financial Modernization Act FTC Standards for Safeguarding Customer Information Rule FTC Privacy of Consumer Financial Information Rule The Contents of the Privacy Notice Sarbanes-Oxley Act of 2002 Penalties for Unauthorized Disclosure or Use of Taxpayer Information Code of Federal Regulations §301.7216.1 Internal Revenue Code §6713 Internal Revenue Procedure 2007-40 Summary Chapter Review Chapter 3 - The Costs of a Data Breach Chapter Learning Objectives Introduction Data Breach Causes of Data Breach Cybercrime Costs IBM-Ponemon Study Customer Loss Number of Records Stolen or Compromised Time Required to Identify and Contain a Data Breach Cause of the Data Breach Remediation and Other Costs Following Identification of Breach Probability of Experiencing a Data Breach Summary Chapter Review Chapter 4 - The Information Security Plan Chapter Learning Objectives Introduction Ensuring Data Security Where to Begin: Determining Responsibility Identifying the Risks and Their Impact Writing an Information Security Plan Securing the Physical Facility Personnel Security Information and Computer Systems Security Media Security Summary Chapter Review Chapter 5 - Best Practices for Securing Data Chapter Learning Objectives Introduction Recommended Practices Employee Management Employee Training Policies and Procedures Maintaining Information System Security Information Storage Customer Data Transmission Disposal of Customer Information DOL Best Practice Guidance Summary Chapter Review Chapter 6 - When a Data Breach Occurs Chapter Learning Objectives Introduction When a Data Breach Occurs Secure the Firm’s Operations Remove Improperly Posted Information from the Web Interview Fix Vulnerabilities Thinking about Service Providers Checking the Firm’s Network Segmentation Working with Forensics Experts The Firm’s Communications Plan Notify Appropriate Parties Notify Law Enforcement Notify Affected Businesses Notify Individuals Model Letter Summary Chapter Review Appendix I Appendix II Glossary |
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