CPE Today Logo

K2’s Effective Automation And Outsourcing

Course - K2's Effective Automation And Outsourcing

Upcoming Live Event Schedule

This course is part of an event and you must register for the associated event to participate.

Southeast Technology Conference
May 20, 2024 | Conference

Summer Tech Essentials Multi-State Conference
June 13, 2024 | Conference

Major Topics

  • Overview of how firms and businesses currently use automation and outsourcing
  • Discussion of the management and regulatory compliance issues with offshore and onshore outsourcing use in small and mid-size organizations
  • Review of which tasks are best suited for offshoring, which solutions are best for onshore outsourcing, and which solutions can be solved with technology
  • Discussion of specific solution providers which provide solutions for tax and accounting firms as well as internal accounting departments

Learning Objectives

  1. Identify at least three business processes that can be made significantly more cost-effective using automation and outsourcing
  2. Identify at least three tasks that are not appropriate for offshore outsourcing and automation
  3. Identify at least one service provider or technology solution discussed in the course which provides a solution to a common accounting-oriented task
  4. List examples of why outsourcing and automation have been used in enterprises and multinationals but have weak adoption in small and mid-sized businesses

Course Description

While outsourcing and automation have been used in multinational corporations, the decline in accounting program enrollment at many universities has made finding qualified entry-level staff more challenging and forced a new conversation about these tools in small and mid-sized businesses. This session will discuss the business environment for outsourcing and review the ethical, regulatory, and practical considerations associated with revealing data and relying on the work of others in your organization.

Compliance Information

Intended Audience

Accounting professionals who are considering the use of automation and outsourcing in their work

Advanced Preparation

None

Field of Study

Information Technology

Credits

1 Credits

Published Date

January 1, 2024

Course Authors

Brian Tankersley

Knoxville, TN
Speaker & Author, K2 Enterprises

Brian Tankersley is a consultant who advises US firms and companies on accounting technology issues. Mr. Tankersley is a frequent speaker at continuing education courses for K2 Enterprises, and publishes a nationally recognized blog on accounting and technology (www.cpatechblog.com). He has also served as the technology editor for a major accounting industry publication. Mr. Tankersley has over 25 years of professional experience, including accounting, auditing, technology, and education, and has been with K2 Enterprises since 2005, and he is also one of the national instructors for Yaeger CPA Review.

About Instructor Read Less

Overview

While outsourcing and automation have been used in multinational corporations, the decline in accounting program enrollment at many universities has made finding qualified entry-level staff more challenging and forced a new conversation about these tools in small and mid-sized businesses. This session will discuss the business environment for outsourcing and review the ethical, regulatory, and practical considerations associated with revealing data and relying on the work of others in your organization.

Course Details

  • Overview of how firms and businesses currently use automation and outsourcing
  • Discussion of the management and regulatory compliance issues with offshore and onshore outsourcing use in small and mid-size organizations
  • Review of which tasks are best suited for offshoring, which solutions are best for onshore outsourcing, and which solutions can be solved with technology
  • Discussion of specific solution providers which provide solutions for tax and accounting firms as well as internal accounting departments

  1. Identify at least three business processes that can be made significantly more cost-effective using automation and outsourcing
  2. Identify at least three tasks that are not appropriate for offshore outsourcing and automation
  3. Identify at least one service provider or technology solution discussed in the course which provides a solution to a common accounting-oriented task
  4. List examples of why outsourcing and automation have been used in enterprises and multinationals but have weak adoption in small and mid-sized businesses

Intended Audience — Accounting professionals who are considering the use of automation and outsourcing in their work

Advanced Preparation — None

Field of Study — Information Technology

Credits — 1 Credits

IRS Program Number

Published Date – January 1, 2024

Revision Date

Course Authors

Brian Tankersley

Knoxville, TN
Speaker & Author, K2 Enterprises

Brian Tankersley is a consultant who advises US firms and companies on accounting technology issues. Mr. Tankersley is a frequent speaker at continuing education courses for K2 Enterprises, and publishes a nationally recognized blog on accounting and technology (www.cpatechblog.com). He has also served as the technology editor for a major accounting industry publication. Mr. Tankersley has over 25 years of professional experience, including accounting, auditing, technology, and education, and has been with K2 Enterprises since 2005, and he is also one of the national instructors for Yaeger CPA Review.

About Instructor Read Less

All of our self-study courses are NASBA approved (through our partners at K2 Enterprises) the revisions to the Statement on Standards for Continuing Professional Education (CPE) Programs (Standards).

Your Registration Includes:

  • Course materials (video & PDF version)
  • Unlimited attempts to complete exam
  • Course materials (PDF & Sample Materials)
  • Instant grading & certificate of completion
  • One year access to complete your CPE
  • Completion certificate

Recommended Products

Courses and Events You’ll Love!