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Strategic Time Management for CPAs (Course Id 2878)

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Author:

Colten Christensen, Author

Course Length:

Pages: 44 ||| Word Count: 11,261 ||| Review Questions: 3 ||| Final Exam Questions: 5

CPE Credits:

1.0

IRS Credits:

0

Price:

$12.95

Passing Score:

70%

Course Type:

Text
Strategic Time Management for CPAs - CPE course

Technical Designation:

NonTechnical

Field Of Study:

Business Management & Organization

Approved Audience:

NASBA QAS - NASBA Registry

Key Takeaways:

This course teaches CPAs strategic time management techniques to reduce workload pressure, avoid burnout, and focus on higher value professional activities.

  • Covers prioritization and delegation techniques CPAs can use to manage heavy workloads and competing deadlines.
  • Explains time blocking and deep work strategies for improving focus and decision quality in high pressure accounting environments.
  • Applies to accounting firms, corporate accounting departments, audit engagements, tax practices, and advisory and leadership roles.
  • Worth 1.0 CPE credit in Business Management and Organization as a self study course, requiring a 5 question final exam preceded by 3 review questions (optional) and a 70% passing score.

Frequently Asked Questions:

The Strategic Time Management for CPAs course teaches CPAs to manage time, energy, and attention as three distinct resources rather than focusing on time alone.

This course applies the Eisenhower Matrix to accounting practice, helping CPAs distinguish urgent from important work during busy season.

This course teaches CPAs to recognize leadership drift and identifies which responsibilities can be delegated to support staff development.

This course is a NonTechnical, self study text course worth 1.0 CPE credit in Business Management and Organization. It requires a 70% score on a 5 question final exam after 3 review questions (optional). CPEthink is approved by NASBA as a CPE sponsor and lists this course on the NASBA site as a courtesy for CPAs to search https://nasba.org.

Description:

Success in today’s accounting profession requires more than technical accuracy and regulatory knowledge. CPAs are expected to manage heavy workloads, competing deadlines, client demands, and team responsibilities—often simultaneously. Without intentional control of time and focus, even highly skilled professionals can become reactive, overextended, and vulnerable to burnout.

This course examines time management as a strategic professional skill rather than a productivity shortcut. Participants will learn how CPAs can use delegation, time blocking, and deep work techniques to protect judgment quality, improve decision-making, and create capacity for higher-value work. The course emphasizes shifting from task-driven busyness to intentional leadership—allowing CPAs to focus on planning, supervision, risk assessment, client advisory, and team development.

Through practical frameworks and accounting-specific scenarios, CPAs will explore how to delegate effectively, prevent leadership drift, structure their calendars around priority work, and build habits that support sustained performance during peak workload periods. By the end of the course, participants will be better equipped to manage their time strategically, reduce stress, enhance professional credibility, and deliver consistent value across audit, tax, advisory, and leadership roles.

Usage Rank:

36667

Release:

2026

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:

05-Jun-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:

Strategic Time Management for CPAs - CPE course

Learning Objectives:

Course Learning Objectives

At the end of this course, students will be able to:

  • Identify common causes of time pressure, workload imbalance, and burnout in accounting and professional services environments
  • Recognize how ineffective prioritization, delegation, and reactive scheduling impact productivity, leadership effectiveness, and decision quality
  • Determine which responsibilities should be retained by the CPA and which can be delegated to improve efficiency, staff development, and risk management
  • Identify strategies for implementing time blocking and protecting focused work time to support analytical thinking and professional judgment
  • Recognize how deep work practices enhance problem-solving, planning, and long-term professional effectiveness

Course Contents:

Chapter 1 - Strategic Time Management for CPAs

Course Learning Objectives

Introduction

Time vs. Energy vs. Attention

Time: The Visible Resource

Energy: The Invisible Capacity

Attention: The Critical Focus

How Time, Energy, and Attention Interact

Strategic Application for CPAs

Urgent vs. Important: The Eisenhower Matrix for CPAs

Understanding the Matrix

Why It Matters for CPAs

Applying the Eisenhower Matrix in Accounting Practice

Building the Habit of Prioritization

Delegation and Leadership Drift

What Is Leadership Drift?

Delegation as a Strategic Lever for CPAs

Why CPAs Often Avoid Delegation

Smart Delegation for CPAs: What to Hand Off and How

The Mindset Shift: From Technical Expert to CPA Leader

Delegation Prevents Drift in CPA Leadership

Time Blocking and Deep Work Strategies for CPAs

What Is Time Blocking?

What Is Deep Work?

Why CPAs Struggle to Engage in Deep Work

The Benefits of Time Blocking and Deep Work for CPAs

Glossary

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