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Taking Your Practice Remote - April 16, 2020

Start Date:4/16/2020

Start Time:11:00 AM CDT

Duration:90 minutes


This session will provide attendees with the advice and tools they need to implement a digital workflow so their office staff can work remotely using both cloud-based and desktop software. Panel participants include recognized practitioners Renee Daggett, EA, Christopher James, JD, Andrea M. Parness, CPA, CTC, and Nayo Carter-Gray, EA. Panelists will share best practices to collaborate with staff using Lacerte or ProSeries in a hosted environment, streamline workflows, improve team collaboration and communicate with clients, all while working in a remote office environment. LEARNING OBJECTIVES: By completing this webinar, you will be able to: • Implement a cloud-based workflow for your office using desktop software; • Streamline your digital tax preparation workflow; • Engage office staff remotely; • Implement best practices for managing your team and the work remotely; • Implement best practices to engage clients remotely; • Leverage best practices to transition your firm to the cloud; • Other workflow and technology topics to support working remotely; WHO SHOULD ATTEND? Tax and accounting professionals who want to save time, work remotely, create a paperless tax workflow, and stay connected to clients with technology. Course Level: Basic Course Length: 90 Minutes Prerequisites: NONE Delivery Method: Group-Live Internet Field of Study: Business Management & Organization – Non-Technical Recommended CPE: 1.5 Recommended CE: 0

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Jim Buffington



This webinar series is created and presented by Jim Buffington CPA. Jim has been teaching in the tax and accounting industry for over 15 years and is an expert in the implementation of advisory services based on his experience working with thousands of tax and accounting firms across the U.S. In addition to being a CPA, Jim holds a Bachelor’s in Business Administration and Accounting from Texas A&M University, then went on to get his MBA at University of Texas Dallas. To learn more about Jim, feel free to visit his LinkedIn profile at and follow in on Twitter @Jimatintuit.

Renee Daggett


AdminBooks, Inc

Renee Daggett is an Enrolled Agent, Advanced QBO Consultant, and the author of “Your Financial Flight Plan: Pilot Your Business to Profitability.” She is the CEO of AdminBooks and manages a team of 12 from her CA accounting office. She and her team have transitioned 97% of their bookkeeping clients to QBO, use Intuit Online Payroll and converted their tax clients to a paperless cloud system. Renee was chosen as one of the top 200 ProAdvisors for 2017 and is a member of the Intuit Trainer/Writer Network. Born and raised in California and happily married since 1990, Renee is the mother of two sons. She lives her life with purpose and thrives on helping her clients do so as well.

Christopher James

Andrea Parness


A Parness Company CPA

Nayo Carter-Gray


1st Step Accounting

“Making Accounting a Little Less Taxing” for small business owners is Nayo Carter-Gray’s goal as owner and founder of 1st Step Accounting LLC. A self-proclaimed techie Nayo decided a virtual accounting practice is the best way to experience her love of travel and still help small business owners all across the US reduce the stress of managing their disorganized financial systems. QuickBooks Online Advanced Certified ProAdvisor Hubdoc Certified Advanced Partner Member of the Intuit Accounting Council 2018-2019 Hubdoc Top 50 Cloud Accountants (North America) 2017 & 2018  Featured on WJLA ABC 7,, and U.S. News and World Report

Taking Your Practice Remote - April 16, 2020
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