Content Provider
Rw logo

Middlebanner astps03182024
Rightnetworks nextlevel

TAKE YOUR QUICKBOOKS DESKTOP TO THE NEXT LEVEL: LEVERAGE THE CLOUD TO GROW

Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Other
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Series: Bookkeeper
Course Description

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.

Learning Objectives

  • 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.

Linkedin

Kevin Roosa

Rightworks
Director of Sales
sales@rightnetworks.com
4079300829

Rw logo

Kevin Roosa is the Director of Sales for Right Networks with 12 years of expertise delivering cloud-based solutions to Accounting Firms and their clients. He currently oversees three sales organization teams and is responsible for all growth initiatives, including new customer acquisition and existing customer development. Kevin has been instrumental in the company’s growth from 5,000 users to 180,000 users during his tenure.

Linkedin
Siegelsolutions logo

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.

Additional Materials
Webinar Technical FAQs
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides
Nasba

NASBA Approved

CPAacademy.org (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.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

Rw logo

Rightworks is the preeminent accounting platform bringing together best-in-class accounting technology, data sharing and collaboration, productivity tools, and world-class guidance and support to make you more productive and more profitable.