The course provides a concise overview of the skills and best practices required to develop a successful remote accounting practice. Discover leading remote working technologies, how to avoid and address some common challenges of working off-site, and how to effectively manage a team of professionals who work outside a traditional office environment.

Topics Covered:

  • What is Remote Working
  • History of Remote Working
  • Importance and Benefits of Remote Work
  • Shift to Remote Work in Accounting Industry
  • Why Accountants Need to Embrace Remote Working
  • Remote Working Templates and Key Documentation
  • Essential Tools and Technologies for Remote Accountants
  • Remote Working Tech Stack
  • Cyber Security Best Practices
  • Confidentiality and Data Protection
  • Creating a Dedicated and Comfortable Workspace
  • Ergonomics and Maintaining Good Posture
  • Setting Up the Necessary Hardware and Devices
  • Organizing Your Digital Workspace
  • Best Practices for Remote Communication
  • Synchronous vs. Asynchronous Communications
  • Building Relationships with Remote Teams
  • Common Sense Remote Working Management Tips
  • Hybrid Models of Remote Working
  • Remote Working Case Studies
  • Working with Clients and Stakeholders Remotely
  • How to Maintain Professionalism in Virtual Meetings
  • Setting and Prioritizing Goals
  • Effective Time Management Strategies
  • Avoiding Distractions and Staying Focused
  • Balancing Work and Personal Life
  • Adhering to Accounting Standards and Regulations
  • Managing Remote Risks
  • Staying Up to Date
  • Identifying Remote Accounting Job Opportunities
  • Developing a Strong Online Presence
  • Successful Remote Accounting Teams and Organizations
  • Overcoming Common Remote Work Challenges
  • Evaluating Your Remote Work Readiness
  • Action Plan for Implementing Remote Work

Who Will Benefit:
Practitioners who want to evaluate remote work opportunities and challenges, and explore the concept of “work” as something you do, not where you are.

Learning Objectives
  • Identify at least 5 positives and at least 5 negatives related to working outside a traditional office environment.
  • Identify and point out at least 3 technology guides that can assist in setting up remote offices.
  • Recognize and recall at least 10 jurisdictions around the world that offer financial incentives for remote working.
  • Identify and list at least 10 case studies of successful remote working initiatives in professional services and accounting.
  • Identify at least 5 positives and at least 5 negatives related to working outside a traditional office environment.
  • Discover and give examples of at least 10 ways COVID has impacted and accelerated remote work.
Last updated/reviewed: March 4, 2024
7 Reviews (23 ratings)

Reviews

4
Member's Profile
I love the topic because it's relevant to the current time and it's not something I'd been trained on before regardless of the fact that I've been working remotely part of the time over the last 4+ years. I think that in order for remote work to be successful it's important to consider many of the things covered in this training. The training opened my eyes to all of the opportunities out there that will help me improve my remote work experience. I didn't like that so many website were covered without going into detail about some of them. It felt a little overwhelming. Also I'm interested in learning more about the best ones and details about what they can do. It surprised me that there were so many tools available. Anyone working remotely or considering remote work would get the most from this course.

4
Anonymous Author
It felt like a race to get in as much material as possible, over 300 slides! At least I'm able to keep a copy of the slide deck and use it as a reference in the future; however, with the speed that technology is changing, I imagine I am going to find that there is quite a bit outdated already with references to specific top tools/websites/etc.

5
Anonymous Author
A lot of content and things to think through, as wells as a lot of good reminders of standard business practices. Presented many resources that I will likely refer back to in the future when it comes to available software.

5
Member's Profile
The course is comprehensive, engaging, and well delivered. I would suggest emphasizing more on cybersecurity practices for remote work which seems to be the most critical part and an area of interest for employers.

5
Anonymous Author
great tips on worming remotely efficiently! will definitely use what I have learned here to increase my workload efficiency and help my work life balance!

4
Anonymous Author
Nicely presented slides with unique artwork and loads of information. A very relevant topic.

5
Anonymous Author
Instructor is very knowledgeable. Shares insights and method that are very useful.

Prerequisites
Course Complexity: Foundational
Participants should have a basic understanding of Internet technology, online navigation, and digital productivity services.
Education Provider Information
Company: Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact: For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .
Instructor for this course
Course Syllabus
INTRODUCTION AND OVERVIEW
  Course Agenda3:31
  What is Remote Working6:40
  Shift to Remote Work in Accounting Industry5:12
  Remote Working Templates and Key Documentation8:16
REMOTE WORK BEST PRACTICES
  Remote Working Tech Stack17:44
  Cyber Security Best Practices4:42
  Creating a Dedicated and Comfortable Workspace10:30
  Best Practices for Remote Communication12:14
  Hybrid Model for Remote Working6:38
  Remote Working Case Studies7:08
REMOTE WORKING CHALLENGES
  Working with Clients and Stakeholders Remotely7:28
  Setting Goals and Dealing with Remote Working 11:40
CONCLUSION
  Recap of Key Course Concepts1:20
  Key Takeaways3:22
CONTINUOUS PLAY
  2024-25 Remote Working for Accountants1:46:25
SUPPORTING MATERIAL
  Slides: 2024-25 Remote Working for AccountantsPDF
  2024-25 Remote Working for Accountants GlossaryPDF
REVIEW AND TEST
  REVIEW QUESTIONSquiz
 FINAL EXAMexam