This presentation is Part 2 in a three part series. Each year it grows increasingly more important to take advantage of cloud technology and migrate your clients into an online collaborative environment. Learn how a fully-managed Hosted QuickBooks Desktop can transform your accounting practice by enabling you to provide more value to your clients while continuing to work with the software you know and love.
Learn how to determine whether Hosted QBD or QBO is the best fit for your client.
Understand how to discuss the benefits of moving to the cloud with your clients.
Learn how to package a monthly subscription cost of hosting for your clients.
"The presenters imparted knowledge on cloud basics."
"The presentation provided me with a comprehensive & in-depth overview of the benefits & pitfalls surrounding integrating non-QBO hosting."
"I really learned a lot from this webinar; many things to consider about the cloud."
"Very well organized and presented."
"Great overall experience and I learned a lot that can help me for my future business endeavors."
Jeff has spent the last twenty years working providing solutions to emerging growth businesses. After graduating Northeastern University, he spent five years working with two multinational CPA firms in an auditor capacity building a foundation for understanding how business work. He later went on to work in various controller and CFO roles before starting Siegel & Associates (previously Siegel Financial Group) in 2000. In those roles, he sold a company to ADP, raised funds for major expansion for a large regional IVF clinic, and helped setup accounting and financial structures for dozens of companies. Since starting Siegel & Associates, Jeff has worked with hundreds of clients providing accounting system solutions. Those solutions include setting up QuickBooks in a single user environment to putting in QuickBooks Enterprise in a 30 user environment and integrating various add-ons including inventory, CRM and ecommerce. He is a Certified Public Accountant, a QuickBooks Pro Advisor, a QuickBooks Advanced Pro Advisor, and an Intuit Solution Provider certified in Enterprise Solutions, Point of Sale & QuickBase. Jeff is also a Microsoft Certified Systems Engineer.
CPAwebengage, Inc. (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.
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