(Virtual) Best Practices for Working Effectively From Home

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The concept of the virtual workplace has taken on new meaning for many businesses as the COVID-19 pandemic has turned remote work from an option into a requirement. Councilor, Buchanan & Mitchell, P.C. employs many virtual employees, and our policies include flexible schedules and working. This operating model has allowed our team to move seamlessly to a virtual environment.

Please join CBM Manager Amanda McWilliams, CPA, Supervisors Reema Patel, CPA and Jessica Rose, and Seniors-in-Charge Norah Jones, CPA and Maria Luck—from their virtual professional offices—for a learning event on Friday, April 3 from 2 pm to 3 pm for tips for working remotely. Learn about the tools and technologies our professionals to maintain excellent client relations and ensure the highest quality professional services.

Our professionals will review CBM’s tools and make recommendations for the following:

• Secure client interface for requesting, transferring, and delivering documents for tax, audit and accounting services
• Cloud-based software for maintaining accounting records and paying bills virtually while maintaining internal controls
• Project/task management
• Maximizing Microsoft applications in a remote environment
• Managing and organizing audit and tax workpapers for accountants

No business or individual professional uses the same tools but the ones CBM uses may provide insights into how yours can be used effectively for successful client service, productivity and internal communications.