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Beyonddataentry

BEYOND DATA ENTRY AUTOMATION

Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 2, 2014
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Course Description

Manual data entry is the labor intensive and time consuming part of your business. Finding the time to service each client, take on more clients, and build your practice can seem impossible. Join Doug Sleeter as he hosts a panel discussion on how to go beyond bank feeds by automating your data entry and reconciliation process. During this discussion, industry leaders and accounting professionals, Benjamin Chou, Debra Kilsheimer, Jan Haugo, and Les Christiansen, will offer several tips on how to save time, improve your workflow, and get the most out of your ROI on the latest technology.

Learning Objectives

  • Identify clients who will benefit from data entry and reconciliation automation, an how to approach them with your new pricing

  • Find a way to speed it up shoebox projects, monthly, quarterly, and annual clients

  • What you can do to offer high quality services, with more value, and at a lower cost to you

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Doug Sleeter

Sleeter Consulting
Founder, The Sleeter Group
doug@sleeter.com
9252006365

Sleeterconsulting

DougSleeter (@dougsleeter) is the founder and former CEO of The Sleeter Group, an international network of accounting software consultants, and the former producer of SleeterCon, an annual conference and tradeshow for accounting professionals.
 
In 2017, Doug was inducted into The CPA Practice Advisor Hall of Fame in the accounting profession. He was also named to Accounting Today's "Top 100 Most Influential People in Accounting" each year 2008 through 2015. In 2013, he was recognized by Small Business Trends with the Small Business Influence Champion award.
 
Doug is a passionate leader of innovation and change in the small business accounting technology world. As a CPA firm veteran and former Apple Computer Evangelist, he melded his two great passions (accounting and technology) to guide developers in the innovation of new products and to educate and lead accounting professionals who serve small businesses.
 
In 2015, he sold The Sleeter Group to Diversified Communications (www.divcom.com) and the company has since become The Accountex Network and the conference has become AccountexUSA.com.
 
Always in search of the next big thing, he is currently focusing on blockchain technology and crypto currency. He believes these technologies will change virtually everything in global commerce.
 
In the early 1990s, Doug was a pioneer in developing the first QuickBooks seminars in the country and has since built the largest group of accounting software consultants in the small business accounting profession. Doug serves on several advisory boards for technology companies and has consulted with numerous industry leaders including Intuit, Sage, Apple, and Adobe Systems.
 
Doug is the author of numerous books and courseware materials including The QuickBooks Consultant’s Reference Guide, and QuickBooks Complete, a college textbook.
 
Doug attended both the University of California Santa Cruz and Santa Clara University and holds a Bachelor of Arts degree in Computer Information Systems. Doug and his family live in Pleasanton, CA. Doug's hobbies include woodworking, golf.

Personable

Mr. Chou has a history of 27 years of experience in the computer information industry and has significant experience with executive management positions in both established and start up companies. He has served as a systems developer, engineering manager, director, V.P. of Engineering and CEO of several leading hardware and software companies such as Hewlett Packard, Convergent Technologies, WYSE Technology, NuTek Computers, and Kingston Technology. Mr. Chou is the President of Personable Inc., the company credited with the development and publishing of the leading document management software for the small and medium size companies. Mr.Chou has been invited as a speaker and panelist to present document management solutions in CalCPA technology seminars and trade conferences as Intuit QBES conference and Sleeter Conference. Mr. Chou has BS in Electrical Engineering from National Taiwan University and MSM from Sloan School of Management, Massachusetts Institute of Technology.

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Jhassoc

I am an Accountant that has been running her own business for 15+ years. I have focused on Accounting Cloud Products and the Technology Applications that enhance and make a collaborative work flow environment. Technology oriented always seeking out and working with companies to achieve and overall zen environment to help the SMB to gain an insight to the company's financial position with minimal effort from the staff. I am always looking to create and maintain new vendor contacts with SaaS applications and others to create a unique collaborative field of knowledge to pull from. The accounting focus of the firm has been to train and work with CPA's across the country to help maintain their clients and keep them on track in regards to Cash Management, Financial Reporting, Payroll, Sales Tax,Budgeting and using Software Management and Integration in order to help achieve the company goals. I use an integrated team approach to working with SMB's, the CPA firms that manage the taxes, the business coaches, and banking and investment groups to keep everyone on board and in the loop for the overall benefit and health of the client.

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Behindthescenes

A Certified QuickBooks ProAdvisor since 1995 and Advanced QuickBooks Certified since 2008, she really enjoys setting up, training and helping her clients make QuickBooks "sing"! Did you ever think accounting could be fun? Debbie believes your accounting system should be simple, efficient, and accurate. Her tips and techniques show you how to get this done and get back to business. She is fabulous in empowering her users in making QuickBooks work for them.

About Our Presenter

Sleeterconsulting
The Sleeter Group (@SleeterGroup) is dedicated to helping accountants and small businesses work together by using the most innovative and tested tools/systems to generate greater efficiencies and higher profits. We represent an independent view, separate from any particular company or product, and we evaluate solutions based solely on how they meet the demands of small business owners. We have developed a broad range of "best practices" for proper implementation of small- to medium-sized business accounting software systems, and we act as the most trusted advisors for the accounting consulting community. Our Sleeter Group Consultants Network is a community of over 700 accounting experts who provide consulting services to over 300,000 small-to medium-sized business owners in the accounting software and business process design areas. Sleeter Consultants Network Members provide the critical glue — consulting and implementation services — that connects technology solutions to the needs of small- to medium-sized business clients. In addition to the Consultants Network, resources from The Sleeter Group include reference books, webinars, seminars, an annual Accounting Solutions Conference and Tradeshow, a QuickBooks consultant certification program, practice management tools, QuickBooks teaching systems, QuickBooks assessment exams, a restaurant accounting system, and an accounting solutions Blog. The Sleeter Group was established in 1994 and is based in Pleasanton, California, in the San Francisco Bay Area.