Moving Your Public Accounting Firm to the Cloud (Currently Unavailable)

Author: Stephen M. Yoss

CPE Credit:  2 hours for CPAs

Cloud technology has already helped many businesses improve collaboration and streamline business technology while saving money. This presentation outlines how and why this new technology can benefit your firm. The course provides detailed, step-by-step examples, giving you practical advice on how you can make the most of the cloud. This on-demand course is designed specifically for public accounting firms, but the principals can be applied to any organization.

Publication Date: November 2018

Designed For
Designed for public practice accountants who regularly use a computer or mobile device.

Topics Covered

  • A brief overview of the cloud is outlined
  • How the Cloud it be used in a public accounting firm
  • Examples of relevant Cloud based apps, services, websites and platforms
  • Best practices for moving your firm to the cloud, giving you all the information you need to make this transition
  • A case study of a small public accounting firm on how to make the transition to being cloud based in your operations

Learning Objectives

  • Describe what "The Cloud" is and how it works within an office
  • Identify the differences between the three levels of cloud computing (Software-as-a-Service, Platform-as-a-Service and Infrastructure-as-a-Service) and be able to choose which one would be right for their firm
  • Identify the benefits and risks of moving a firm to the Cloud
  • Identify and describe the actions needed to mitigate the risks inherent to operating in the Cloud
  • Identify specific applications and processes in your firm that would become more efficient and secure in the Cloud
  • Recognize the purpose when using OneDrive
  • Describe the infrastructure (IaaS) model
  • Identify features of G Suite as a desktop productivity tool
  • Recognize when you would use Amazon WorkSpaces

Level
Basic

Instructional Method
Self-Study

NASBA Field of Study
Computer Software & Applications (2 hours)

Program Prerequisites
None

Advance Preparation
None

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