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Cost Free
Presentation Length 1.5 hours

Recorded DateJune 12, 2018
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Attend this session to go deep on three small business niches that you may have as clients. You'll learn the in's and outs of Non-Profit donor management and non-profit accounting. Gain knowledge on how to increase the efficiency of your Law Firm clients. Understand how to best support your small customer manufacturing clients. 

Learning Objectives

  • Learn about non-profit donor management systems

  • Learn about law firm practice management

  • Learn about small shop manufacturing

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David Leary

Principal Technology Evangelist

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Named one of the "40 under 40" honorees by CPA Practice Advisor in 2014 and in 2015 by Accounting Today as a "One to Watch" in their Top 100 Most Influential People issue. David is an innovative and influential force in the small business accounting world. 

With over 21 years of experience, David has provided many small businesses, accountants, and developers with technical tools, deep industry knowledge, strategy, and solutions. His business sense, vast technical knowledge, and domain expertise have helped bridge the gap between developers, small business owners, and accountants. His unique style and impressive network have influenced and helped shape the new generation of accounting professionals.


Marty Farris

Director of Customer Success
(888) 854-3230



Rao Meka

Co-Founder & Product Manager
(855) 498-8699


Rao Meka, worked in Silicon Valley with Oracle, Siebel and other software startups implementing enterprise level application at companies like Intel, Toyota and other large enterprises. He holds a Master's degree in Industrial Engineering from New Mexico State University.

About Our Sponsor

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Intuit believes in the power of the individual. The power to do more. To make more. To be more. We believe in the people who do things – the hat jugglers, the to-do list junkies, the masters of getting it done faster, better and more efficiently than ever before. Whether that's balancing the household budget, running a business or paying taxes. We believe in these people because we are these people. We thrive on action – and results. And by making things simpler, we all get more out of doing what we love. We're innovators, and have been at it for more than three decades. And we don't stand still. As the world evolves, so do we – inventing new solutions to solve important problems, perfecting those solutions and delighting our customers. In short: Improving people's financial lives so profoundly they can't imagine going back to the old way. We started small in 1983 with Quicken personal finance software, simplifying a common household dilemma: balancing the family checkbook. Today, we've improved the lives of more than 45 million people, and our annual revenue exceeds $4 billion. We're publicly traded with the symbol INTU on the Nasdaq Stock Market, and regularly recognized as one of the best places to work in locations around the world.