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APP HAPPY: THE SIMPLE 6-STEP PROCESS FOR CHOOSING THE RIGHT APPS FOR YOU

CPE Processing FeeFREE
Webinar TranscriptionN/A
Presentation Length Hour(s)1.5 hours
CPE Credits 1.5 hours
Subject Area 1.5 - Other
CE Credits 0.0 hours
Course LevelBasic
Instructional MethodQAS Self-Study
PrerequisitesNone
Advance PreparationNone
Recorded DateApril 13, 2017
Date OfferedApril 13, 2017
Expiration DateApril 13, 2018
Course Description

“Using cloud-based accounting software is the simple, accepted way to scale up your bookkeeping business. Making the move to QuickBooks Online or Xero is straightforward enough, but that’s where simple ends. The real challenge is in what happens next. How do you cut through all the noise in the marketplace and choose from thousands of third-party apps to customize your workflow beyond the core basics? THAT is where things get difficult. To truly leverage technology and scale your practice, you need a systematic way to ferret out and evaluate apps that are the right fit for you. It’s time to get off the time-wasting, expensive, “bright shiny app syndrome” hamster wheel! Stop spinning in circles and join Gabrielle Fontaine of The Freelance Bookkeeper blog in this free, 60-minute live webinar.

Self-Study Course Instructions:

FOR DOCUMENT-BASED COURSES

Download the course document(s) (below) and follow prompts contained in the document.



FOR RECORDED COURSES WITH VIDEO

Download any course document(s) (below) which may include handouts, glossary, transcripts, etc. Follow any prompts contained in the documents to help you complete the course. Most documents are searchable.

Play the recording, noting the sectional guides indicating where topics on the agenda are covered and the prompts to pause video playback to respond to a review question (located below the video playback area). The timestamps for review questions are also noted below.

Upon completing the video and successfully answering all review questions, you will then take the final exam.

Learning Objectives

  • Identify challenges and benefits of integrating new apps into your accounting and bookkeeping processes.

  • Identify best practices for strategically and efficiently choosing new apps.

Not logged
Review Questions
Review Questions
QUESTION 1: 13:30 minutes
QUESTION 2: 18:00 minutes
QUESTION 3: 36:00 minutes
QUESTION 4: 42:00 minutes
QUESTION 5: 59:00 minutes
Frequently Asked Questions
  • CPAacademy self-study courses are online.
  • The self-study format allows you to a) access the material online 24/7 and b) study at your own pace.
  • Per NASBA guidelines, you have one year from date of purchase to complete each program.
  • Complete your final exam at any time and get graded instantly. You can retake the exam at no additional charge (unlimited attempts).
  • Print your own certificate of completion on the spot upon passing the exam.
  • Grading policies: a) courses have a minimum passing score 70% b) test takers will not be provided feedback on failed exams.
  • Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.

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Gabrielle Fontaine is a Professional Bookkeeper and Accredited Small Business Consultant who runs a digital bookkeeping practice that has been 100% virtual since 2003. She's been named a Top 100 QuickBooks ProAdvisor and a sought-after speaker, trainer, and consultant online and internationally at accounting technology conferences. She is the author of numerous online training programs surrounding workflow, practice management, marketing, and cybersecurity for small accounting and bookkeeping firms.

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CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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SmartVault offers secure, cloud-based document management and client portals specifically built for the unique security, compliance, and workflow needs of accounting professionals. Our automated workflows, integrations, and customization features allow you to create document workflows that work for you while providing confidence that your documents are always protected and secure.