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10 Video Conferencing Tips for Remote Accounting Teams

Written by Santiago Poli on Aug 08, 2024

Here's a quick guide to improve your video calls for remote accounting:

  1. Create a professional setting
  2. Check technology before meetings
  3. Set clear meeting goals
  4. Practice good video manners
  5. Use collaboration tools
  6. Encourage participation
  7. Keep data secure
  8. Improve audio quality
  9. Manage time well
  10. Follow up after meetings
Tip Key Action
Professional setting Choose quiet, well-lit area
Tech check Test internet, audio, and video
Clear goals Share agenda and documents early
Video manners Look at camera, mute when not talking
Collaboration Use screen sharing and virtual whiteboards
Participation Use breakout rooms, give everyone a chance to speak
Data security Use safe video call tools, remind about privacy
Audio quality Use good equipment, speak clearly
Time management Start/end on time, time each topic
Follow-up Summarize key points, send notes quickly

These tips will help your remote accounting team have better video meetings, work together more effectively, and maintain professionalism.

1. Create a Professional Setting

Setting up a good space for video calls is important for remote accounting teams. It helps them work well and look professional during meetings. Here's how to do it:

Choose a Quiet, Well-Lit Area

Pick a quiet place with few distractions for your video calls. This helps you focus on the meeting. Make sure the area has good light to improve how you look on camera. Natural light works best, but you can use lamps if needed.

Lighting tips:

  • Use extra lights if needed
  • Be careful with windows behind you
  • Bright light behind you can make you look dark on camera

Use Virtual Backgrounds When Needed

Virtual backgrounds can help if your real background isn't ideal. They're useful when:

  • You're working from home
  • Your office is messy
  • You want to look more professional

Choose a simple, professional-looking virtual background. Make sure you're still the main focus of the video.

Dress Appropriately

Wear clothes that look professional, even when working from home. This helps you:

  • Feel more work-ready
  • Look good on camera
  • Show respect for the meeting
Do's Don'ts
Wear what you'd wear to an in-person meeting Wear very casual clothes
Choose solid colors Wear distracting patterns
Make sure your top half looks professional Forget about your appearance

2. Check Technology Before Meetings

Making sure your tech works well helps avoid problems during video calls. This lets remote accounting teams focus on their work.

Test Internet Connection

A good internet connection is key for video calls. Before your meeting:

  1. Check that your internet is fast and stable
  2. Make sure you have at least 1 Mbps upload speed
  3. If sharing screens, you might need faster speeds
Internet Speed Best For
1 Mbps Basic video calls
5 Mbps Better quality video
10 Mbps Screen sharing and high-quality video

Tips:

  • Limit other devices using your network
  • Restart your router before important calls

Check Audio and Video

Test your microphone and camera before the call:

  • Use the video platform's test tools
  • Make a test call to a coworker
  • Speak clearly to check your audio
  • Make sure your video is clear and well-lit

Learn Platform Features

Know how to use your video call software:

  • Practice screen sharing
  • Learn to use the chat
  • Find out how to mute and unmute yourself
  • Try switching between cameras

Understanding these features will help you focus on the meeting, not the tech.

3. Set Clear Meeting Goals

Setting clear goals for meetings helps remote accounting teams stay focused and get more done. This makes sure everyone knows what to expect and helps the meeting run smoothly.

Share Agenda and Documents Early

Sending out a meeting plan and any needed files ahead of time helps team members get ready. This lets people review the information, think about what they want to say, and come up with questions. When you share these things early:

  • Everyone knows what to expect
  • Team members can prepare better
  • Fewer people miss the meeting or cancel at the last minute

Here's how to share meeting info well:

What to Do When to Do It Why It Helps
Send agenda and files At least 24 hours before Gives time to prepare
Use simple language When writing agenda Makes it easy to understand
Include key details In the agenda Ensures everyone has the right info

Create Specific Meeting Objectives

Making clear, doable goals for each meeting helps teams work better. Good objectives:

  • Keep the talk on track
  • Make sure everyone knows what needs to be done
  • Help you see if the meeting was useful

Tips for making good meeting goals:

  • Make them clear and easy to understand
  • Set ways to check if you met the goals
  • Make sure the goals fit with what the team needs to do
  • Give a time frame for getting things done

4. Practice Good Video Manners

Good video manners help remote accounting teams work well together and look professional. Here are some tips to follow:

Look at the Camera

Looking at the camera helps you connect with others in the meeting. It makes them feel like you're talking to them directly.

Do Don't
Put the camera at eye level Look at the screen or your notes
Look at the camera lens when talking Use a low-quality camera
Use a good camera for clear video Position the camera too high or low

Mute When Not Talking

Muting your microphone when you're not speaking helps keep the meeting quiet and focused.

Tips for Managing Audio
Mute your mic when not talking
Use a noise-cancelling microphone
Test your audio before the meeting

Focus on the Meeting

Staying focused helps the team work better and make good choices. Here's how to stay on track:

  • Don't do other tasks during the meeting
  • Find a quiet place for the call
  • Take notes to help you remember important points

5. Use Collaboration Tools

Using digital tools can help remote accounting teams work better together during meetings. These tools make it easier to share information and get things done.

Share Screens for Documents

Showing your screen to others in the meeting can help when talking about money matters. This lets everyone see:

  • Presentations
  • Spreadsheets
  • Reports

When everyone can see the same thing, it's easier to:

  • Explain complex information
  • Answer questions
  • Solve problems together

Use Virtual Whiteboards

Virtual whiteboards are online spaces where team members can draw and write together. They help with:

  • Coming up with new ideas
  • Planning out steps for a project
  • Explaining difficult concepts

Using a virtual whiteboard can make meetings more lively and help everyone join in.

Create Polls for Quick Decisions

Polls are a fast way to get everyone's opinion during a meeting. They can help:

Benefits of Using Polls
Make decisions faster
Get input from everyone
See what the team thinks

By using polls, you can turn talks into actions and make sure everyone has a say.

Tool What It Does Why It's Helpful
Screen Sharing Shows documents to everyone Makes it easy to discuss details
Virtual Whiteboard Lets team draw and write together Helps explain ideas visually
Polls Gathers quick opinions Speeds up decision-making

These tools can make your video meetings more useful and help your team work better together.

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6. Encourage Participation

Getting everyone to join in during video calls helps remote accounting teams work better together. Here are some ways to make sure all team members take part:

Use Breakout Rooms

Breakout rooms let you split big meetings into smaller groups. This is good for:

  • Talking about specific topics
  • Working on tasks together
  • Helping quiet team members speak up

To use breakout rooms in Zoom:

  1. Click the "Breakout Rooms" button
  2. Choose how many rooms you want
  3. Put people in rooms yourself or let the system do it

Give Everyone a Chance to Speak

Make sure each person gets to share their thoughts. You can do this by:

  • Going around the group and asking each person to speak
  • Using people's names when asking for their input

This helps:

  • Stop some people from talking too much
  • Get different views on topics
  • Keep everyone feeling part of the team

Use Chat for Questions

The chat box is a good place for questions during meetings. It helps because:

Benefit Explanation
No interruptions People can ask questions without stopping the speaker
More ideas Everyone can share thoughts at the same time
Easy to manage Works well in big meetings with lots of people

7. Keep Data Secure

Protecting private information during meetings is key for remote accounting teams. Here are some ways to keep your video calls safe:

Use Safe Video Call Tools

Pick video call tools that keep your information safe. Look for:

Feature Why It's Important
End-to-end encryption Stops others from seeing your calls
Password protection Keeps uninvited people out
Privacy settings Lets you control who sees what

Using these tools helps keep money information safe and stops people who shouldn't see it from getting in.

Remind Everyone to Keep Things Private

Make sure everyone knows they need to keep information private. Before each meeting:

  • Tell team members to keep things secret
  • Ask them to sign a paper saying they'll keep things private
  • Explain why it's important to keep information safe

Be Careful When Showing Your Screen

Showing your screen can be helpful, but you need to be careful. Here's what to do:

Do Don't
Check what's on your screen before sharing Show private information by accident
Close other tabs and programs Let others share their screen without checking
Only show what people need to see Forget to stop sharing when you're done

8. Improve Audio Quality

Good sound is key for remote accounting teams during video calls. Bad audio can cause mix-ups and slow down talks. Here's how to make your audio better:

Use Good Audio Equipment

Get good audio tools to help your calls sound better:

Equipment How It Helps
Headphones Less echo and background noise
External Microphones Clearer sound than laptop mics
Noise-Canceling Tech Blocks out unwanted sounds

Better audio tools make your meetings sound more professional and help everyone understand each other.

Speak Clearly

Talk in a way that's easy for others to follow:

  • Say your words slowly and clearly
  • Speak loud enough, but don't shout
  • Use simple words everyone knows

Clear talking helps when you're discussing money matters.

Make Time for Questions

Let people ask questions after you say important things:

  • Stop talking for a bit after key points
  • Tell people it's okay to ask questions
  • Let people type questions in the chat if they don't want to speak up

This helps make sure everyone understands what's being said.

Tips for Better Audio Why It Matters
Use good equipment Clearer sound, fewer mix-ups
Speak clearly Everyone understands better
Allow questions Clears up any confusion

9. Manage Time Well

Good time management helps remote accounting teams have better video meetings. Here are some tips to make your meetings more useful:

Start and End on Time

Always begin and finish meetings when you say you will. This shows respect for everyone's time. Get ready early to fix any tech problems before the meeting starts. Remember, people might have other meetings right after yours.

Time Each Topic

Give each topic on your meeting list a set amount of time. This keeps the meeting on track and makes sure you cover everything you need to. Sticking to these time limits helps keep people interested and stops them from getting tired.

Choose a Time Watcher

Pick someone to watch the time during the meeting. This person can:

Job How It Helps
Keep track of time Makes sure you don't spend too long on one topic
Remind the group to move on Keeps the meeting moving
Help everyone stay on schedule Makes the meeting more useful

Having a time watcher helps the meeting run smoothly and makes sure everyone does their part to stay on track.

10. Follow Up After Meetings

Good follow-up after video calls helps remote accounting teams stay on track. Here's how to make sure everyone knows what to do next:

Summarize Key Points

At the end of each meeting:

  • Go over the main things you talked about
  • List what needs to be done
  • Say who will do each task and when it's due

This helps everyone remember what's important.

Send Meeting Notes Fast

Write down what happened in the meeting and send it to everyone soon after. Try to do this within a day. Include:

  • What you talked about
  • What you decided
  • Who needs to do what

Sending notes quickly helps everyone stay on the same page.

Plan Next Steps

To keep things moving:

  • Set up the next meeting before you end the current one
  • Decide what you need to talk about next time
Follow-Up Task Why It's Important How to Do It
Summarize key points Reminds everyone what was decided List main topics and decisions at meeting end
Send meeting notes Keeps everyone informed Write and send notes within 24 hours
Plan next steps Keeps work moving forward Set next meeting date and topics before ending

Conclusion

Review Key Tips

Let's go over the main points for better video calls in remote accounting teams:

Tip What to Do
Choose the right software Pick a tool that works well for your team
Set up your space Make sure your area looks good on camera
Use good equipment Get a good microphone and camera
Engage others Use eye contact and ask for input
Follow up after meetings Send notes and next steps to everyone

Keep Getting Better

Video calls are always changing, so it's good to keep learning:

  • Stay up to date with new tools
  • Ask your team what works and what doesn't
  • Change how you do things to make meetings better

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