Remote work has increased dramatically in the past 5 years. Not only is it normal--it’s expected! Being able to work from home is now a benefit many employers offer to stay competitive. But working from home also comes with it’s fair share of challenges: how do I stay productive and relevant, obtain new clients, and most of all stay on top of my game! This panel will dive into these questions with three of the top remote accountants today.
Course Objectives:
Jim Dernar (AARP)
"I enjoyed hearing about the experience of the contributors. However, I would prefer to either have fewer contributors being able to go a bit deeper, or have less subject matter."Dafnie Nacius (Grant Thornton)
"This course was great - especially since there were multiple speakers involved. We were able to hear different perspectives which can be extremely valuable."WILLIAM HART (CFO on Demand)
"Excellent webinar! Especially found comments of 3 people who have bookkeeping practices and how they use cloud to effectively work remotely.very helpful."Emily Escajeda (AE Accounting)
"I like that the presenters made themselves available after the webinar was over to help answer my specific questions through email. THANK YOU!!"Clover Broderick-Straker (Professional tax & Bookkeeping Services)
"Relevant information was presented, very informative with each panelist feedback though different fits right in the discussion and adds value."Wendy Fowler (Excelerate)
"I work from home a lot. This was very helpful! I'm glad I work for a firm that utilizes technology to make working from home effective!"David Schuler (CPA)
"Webinar with a panel of speakers with different backgrounds, but all work remotely. Very interesting presentation. Thanks!"Naren Ravaliya (NJ Board of Public Utilities)
"Great Course. It will induce professionals to start working from home and balance both personal and professional life."
Millennial Accounting
Founder and CEO
katey@maquickbooks.com
(248) 318-5892
Meet Katey. She’s a paddle boarder, music lover, Zumba instructor, and travel enthusiast who’s been to 45 countries. She graduated from Baylor University in Waco, Texas, and began a career in the fashion industry. But after coming down with Dengue fever during a 2016 trip to Vietnam, she decided to focus her efforts on the accounting profession. And so Millennial Accounting was born. Katey loves training, encouraging, creating processes, and introducing her clientele to new apps and technology. Millennial Accounting primarily serves two niches (real estate/property management and e-commerce) and is on a mission to serve, inspire, educate, and problem-solve. Katey currently resides in Miami, Florida. We are so grateful to have this traveling, dancing, fashion-loving accounting professional in our CPA Academy family!
Christine Galli is an original co-author of Intuit's Professional Advisor Certification course series. She specializes in customized QuickBooks setup for small-medium businesses & franchises, also providing training and support for all levels of the organization. Services include software installation, datafile setup, accounting process improvement, and training. She and her team can rapidly troubleshoot QuickBooks files with insight and experience. Christine is not only a recognized speaker and authority on Quickbooks, but she has brought a solutions-oriented practice with a proven record of achievement to hundreds of clients nationally for over 20 years.
TSheets
Manager
jessica_greene@intuit.com
(888) 836-2720
Jessica considers herself an Idaho native, and loves everything about living in the Boise area. She graduated with a degree in Theatre and Communications in 2012 from Whitworth University in Spokane, WA. After working a few different jobs, she found her home at TSheets in December 2014 on the Customer Experience team. Jessica recently transitioned onto the Accountant Channel and has loved getting to know all of the TSheets Pros, and helping them recognize the value that TSheets provides to their own practice and their client's businesses. When she's not trotting the globe meeting accountants, you can find her performing improv with a local group, and spending time with friends, family, and her chiweenie, Dexter.
Two Roads
Director of Experience
zach@tworoadsco.com
Zach Cochran is the Director of Experience at Two Roads Bookkeeping based in Knoxville, Tennessee. He manages a team of remote bookkeepers to ensure that the expectations of all Two Road clients are met and hopefully exceeded.