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Free cpe webinars
Reach Peak SMB Growth Velocity Using QuickBooks and Aggregate Singularity

REACH PEAK SMB GROWTH VELOCITY USING QUICKBOOKS AND AGGREGATE SINGULARITY

Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 29, 2022
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

It’s a classic chicken and egg conundrum: to grow a small business you must invest in back-office support. Yet investing in the back office offsets the revenue generated by necessary business activities. Small business CEOs and CFOs are then met with a difficult proposition of which investments to make. Do you grow your staff, embark on vast change management excursions to implement new financial systems, or invest in an ERP to keep pace with a growing customer base? 

In this webinar, Terry Kizzar, CPA, MBA, and CFO of 2 rapidly-growing small businesses will share how he managed to skip this conundrum with a thoughtful approach to back-office integrations and reconciliations that led to maximized margins. Terry was able to ensure that invoicing, time entry, payroll, benefits, customer and employee master records, and other data in the back office ecosystem all remained reconciled to the central QuickBooks hub. His use of Excel and PowerBI paired with Aggregate Singularity software allowed him to reach this goal. The best part? He provided value almost immediately by identifying and addressing the critical back-office pain points. Now his businesses can submit time and expense-based customer invoices more rapidly and accurately than ever, allowing for high-velocity growth without impacting operations and with minimal increase to back office costs. 

Learning Objectives:


  • Identify the challenges inherent in supporting a growing SMB 

  • Recognize an automation-focused approach to meeting obstacles, including staffing the modern back office, retrieving data from internal systems and external providers, and enabling massive scaling with Aggregate Singularity 

  • Evaluate options available to leaders to support growth

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Terry is a CPA/MBA with more than 40 years of experience in Accounting and Finance. His career has spanned both public practice with a Big 4 and as a partner in a local firm, and private practice, and has even included stints in Sales, Marketing, and Human Resources. Terry has worked for Fortune 500 companies as well as mom-and-pop. He is a graduate of Mississippi State University and Millsaps College.
 

About Our Presenter

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The Capital Asset Lifecycle Experts - providing comprehensive advisory solutions, systems support, and resource assistance for Accounting, Tax, and Regulatory departments in property-intensive industries.

Regulated Capital Consultants was formed in 2010 with the mission to provide rate-regulated and asset-intensive industries with a trusted advisor, providing accounting and tax departments with systems advocacy services and internal resource support. RCC's consultants combine their knowledge of accounting, tax, budgeting, and regulatory processes with deep technical expertise to provide customers with results that are accurate and actionable. With unparalleled experience in the industry, RCC's expert consultants add immediate value to every project.