Are you ready for your clients to experience the benefits of the cloud, yet not sure where to start?
You’re not alone.
The best place to start is with simple, single-purpose apps that are easy to use and learn.
Yet which apps, and how do you introduce them? Darren Root, CPA and industry thought leader, has arranged a special virtual roadshow to help accounting professionals take the next steps to move your clients to the cloud.
This is not your typical webinar. During this interactive session, Darren will walk you through the best cloud-based productivity tools for small, medium businesses (SMBs), and the benefits of using the cloud to achieve business goals and support the life you (and your clients) want.
Overview of the best cloud-based productivity tools on the market for SMBs: Bill.com - providing fast, easy and secure business payments; TSheets - time tracking employees love that also saves businesses thousands of dollars a year on payroll; and, ReceiptBank - for easy automated expenses.
Learn how these types of tools can you help create a business that is a “Firm of the Future”
Easy ways to get your clients started and special benefits you can earn by referring
Q&A - plenty of time for you to ask questions and hear examples of how accounting professionals just like you have used these apps to revolutionize the way they do business
Rootworks, LLC
CEO
droot@root.com
(812) 332-7200
Darren Root, CPA, CITP, CGMA, serves as Chief Strategist for Rightworks. Darren has over 30 years of experience as a CPA and in management within the profession. He has vast accounting expertise and a passion for helping firm owners modernize and transform their practices into thriving, sustainable enterprises. Darren has earned numerous awards and continues to contribute to the profession with books, articles, podcasts and shows that educate and inform the industry in all areas of firm operations, industry trends and business models.
Dext
Vice President - North America
415-924-3100
Damien works with accountants around the world helping them build profitable and sustainable businesses. As the Vice President of Business Development, North America at Receipt Bank, Damien helps firms leverage the latest technology to deliver their services efficiently and profitably. Damien speaks to state and national accounting associations around the world on topics including change management, marketing and technology.
BILL
VP of Corporate Marketing
troberts@hq.bill.com
(650) 353-3301
Tanya is a leading marketing visionary with a track record of helping companies establish strong corporate brands and growth. Before joining Bill.com, she served as Senior Vice President of Marketing for GreenRoad, a green transportation technology company, as well as acting Vice President of Marketing for Drivewyze, a leading technology provider for commercial vehicle operators. She also held leadership roles at Intuit, SugarSync and PayCycle, Bill.com CEO and founder René Lacerte’s first successful start-up.
Kelly Bistriceanu was lucky enough to spend the early years of her career learning from some of the smartest C-Suite Executives on the planet! Now she is an entrepreneur based in Boise, Idaho. She owns and operates several different businesses all of which focus in some way on helping other SMBs/ Entrepreneurs find their true passion, purpose, and mission for their business.
TSheets
Empress of Employee Euphoria
debbie_birkland@intuit.com
(888) 836-2720
I have the privilege of supporting our PROs (QB Proadvisors, CPAs, Accountants, Bookkeepers) and working with them to determine if TSheets' time tracking solution would be a great fit for their clients. This includes providing personalized demos of TSheets, phone support, as well as technical support of our product.