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Rootworks
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Root roadshow

VIRTUAL ROADSHOW: HOW TO HELP YOUR CLIENTS MOVE TO THE CLOUD

Cost Free
Presentation Length 1.5 hours

Recorded DateOctober 20, 2015
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaOther
Course LevelBasic
Course Description

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.

Learning Objectives

  • 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

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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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.

  • Top 100 Most Influential People
  • Top 25 Thought Leader
  • Author of The Intentional Accountant
  • Co-author of The E-Myth Accountant
  • Creator of the Better Every Day with Darren Root podcast

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Damien Greathead, MBA

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.

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Tanya Roberts

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.

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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.

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Debbie Birkland

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.

About Our Presenter

Rootworks
The landscape of the accounting profession is one of rapid change, requiring practitioners to keep pace with every aspect of firm operations—from technology to branding. Over the years, Rootworks cofounders witnessed many practitioners struggling to keep pace, while at the same time recognized the absence of a dedicated resource to help accounting professionals manage change to build a thriving business. From these observations, Rootworks was born, and today it has grown into the profession’s leading membership-based organization offering ongoing coaching and support services in technology, practice management, marketing strategy and communications, branding, web development, firm administration, security, and more. Rootworks’ expert team provides practitioners with a proven and tested roadmap and dedicated support to build and manage a Modern Firm®.