Home
0
Home
Use Landscape to see Search/Filter
Item Types:
Field of Study:
Authors:
CPE Hours:
Keyword:
Hide left panel Collapse Menu
Show left panel
Recent Searches
No recent searches found.
A~B
Similar Courses

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:

  • Create an implementation plan for building your bookkeeping business or accounting practice based on the 8 Pillars.
  • Explore exciting new technologies that you should leverage as your bookkeeping business or accounting practice grows.
  • Learn the fundamentals to build a bookkeeping business or accounting practice specifically designed to undergo exponential growth.
  • Learn how to find good quality clients that are willing to pay above-average fees.

 

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)
A/B
Suggested Courses

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:

  • Create an implementation plan for building your bookkeeping business or accounting practice based on the 8 Pillars.
  • Explore exciting new technologies that you should leverage as your bookkeeping business or accounting practice grows.
  • Learn the fundamentals to build a bookkeeping business or accounting practice specifically designed to undergo exponential growth.
  • Learn how to find good quality clients that are willing to pay above-average fees.

 

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)
Recent Searches
No recent searches found.
Similar Courses

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:

  • Create an implementation plan for building your bookkeeping business or accounting practice based on the 8 Pillars.
  • Explore exciting new technologies that you should leverage as your bookkeeping business or accounting practice grows.
  • Learn the fundamentals to build a bookkeeping business or accounting practice specifically designed to undergo exponential growth.
  • Learn how to find good quality clients that are willing to pay above-average fees.

 

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)
Suggested Courses

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:

  • Create an implementation plan for building your bookkeeping business or accounting practice based on the 8 Pillars.
  • Explore exciting new technologies that you should leverage as your bookkeeping business or accounting practice grows.
  • Learn the fundamentals to build a bookkeeping business or accounting practice specifically designed to undergo exponential growth.
  • Learn how to find good quality clients that are willing to pay above-average fees.

 

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)
Course Details

Keeping Taxpayer Data Secure (Course Id 1387)

Updated / QAS / Registry
  Add to Cart 
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:

  • The extent of the cybercrime problem;
  • The potential costs to a tax preparer whose taxpayer data have been breached;
  • The best practices a tax preparer may implement to avoid becoming a cybercrime victim; and
  • What a tax preparer should do if its taxpayer data has been breached.
Usage Rank : 19375
Release : 2024
Version : 1.0
Prerequisites : None.
Experience Level : Overview
Additional Contents : Complete, no additional material needed.
Additional Links :
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:
  • Recognize the pervasiveness of cybercrime;
  • Identify the potential costs of experiencing a data breach;
  • Understand the best practices that may be implemented to protect a tax preparer from cybercrime; and
  • List the responsibilities of a tax preparer who has experienced a taxpayer data breach.

Chapter 1
Introduction to Cybercrime

When you have completed this chapter, you should be able to:
  • Identify the source of the most frequent type of malicious access to a firmís taxpayer information;
  • List the most common types of cyber attack;
  • Describe how a denial-of-service attack operates to impede business operations; and
  • Recognize the dangers of Trojan horses.

Chapter 2
Laws & Regulations Safeguarding Taxpayer Data

When you have completed this chapter, you should be able to:
  • List the principal federal laws and regulations governing the security of taxpayer information;
  • Understand the objectives and requirements of the Safeguards Rule;
  • Identify the notification requirements imposed by the Financial Privacy Rule; and
  • Distinguish between a customer and a consumer under FTC regulations.

Chapter 3
The Costs of a Data Breach

When you have completed this chapter, you should be able to:
  • List the principal causes of a data breach involving customer records;
  • Identify the investigation and remediation activities normally undertaken by an organization following a data breach involving customer information;
  • Recognize the average costs of a data breach in the United States; and
  • Understand the probability of a business experiencing a data breach within the next 24 months.

Chapter 4
The Information Security Plan

When you have completed this chapter, you should be able to:
  • Recognize the function of a firmís Information Security Plan;
  • List the principal sections of an Information Security Plan;
  • Identify the role of an Information Security Planís physical security procedures; and
  • Describe the elements comprising a firmís information and computer system.

Chapter 5
Best Practices for Securing Data

When you have completed this chapter, you should be able to:
  • List the data use and retention areas generally vulnerable to unauthorized access of taxpayer information; and
  • Identify best practices for securing taxpayer information.

Chapter 6
When a Data Breach Occurs

When you have completed this chapter, you should be able to:
  • Identify the steps that should be taken by a business to stop or limit additional data loss if a data breach has occurred involving its clients;
  • Recognize the need for a comprehensive communications plan;
  • List the entities that should be notified in the event of a data breach; and
  • Identify the additional protections that may be recommended if a data breach involves the compromise of clientsí Social Security numbers.
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 ß301.7216.1

Internal Revenue Code ß6713

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 Firmís Operations

Remove Improperly Posted Information from the Web

Interview

Fix Vulnerabilities

Thinking about Service Providers

Checking the Firmís Network Segmentation

Working with Forensics Experts

The Firmís Communications Plan

Notify Appropriate Parties

Notify Law Enforcement

Notify Affected Businesses

Notify Individuals

Model Letter

Summary

Chapter Review

Appendix I

Appendix II

Glossary

CPE Business Management & Organization Course: https://www.cpethink.com/practice-management-cpa-courses
Thank you for taking one of our free courses. We would like to be able to let you know when we add free courses or have special offers and will never spam you or share your address with anyone. If you are Ok with that please reply with "Ok" or if not please reply "No Thanks". Either way enjoy your free CPE course.
  
Exam completed on .

Do you want to add the course again?