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CPE Processing FeeFREE  Webinar TranscriptionN/A     Presentation Length Hour(s)1.5 hours  CPE1.5  Subject AreaSpecialized Knowledge & Applications  Course LevelBasic  Instructional MethodQAS Self-Study   PrerequisitesNone  Advance PreparationNone  Recorded DateApr 13, 2017  Date OfferedApr 13, 2017  Who should attend?Bookkeeper
CPA - small firm
CPA - medium firm
Small Business Owner 
Series: Bookkeeper    
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.

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.

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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, PB, ASBC is a freelance Professional Bookkeeper and Advanced Certified QuickBooks ProAdvisor at BookkeepingDirect, which is a 100% virtual bookkeeping service firm since 2003. She is also an Accredited Small Business Consultant. Gabrielle founded the popular blog, The Freelance Bookkeeper, in 2008, as a result of numerous requests from fellow bookkeepers who wanted to work totally via the Internet. The Freelance Bookkeeper (TFB) provides practice building tips and training programs for startup bookkeeping firms and virtual bookkeepers around the globe. Gabrielle regularly publishes articles, runs live webinars, and online training programs, and is a guest speaker on podcasts and industry conferences in the professional bookkeeping space. She also frequently shares tips and leads bookkeeper discussions on social media. In her work with small business clients and fellow bookkeepers alike, Gabrielle loves tinkering with online apps and business processes to create workflows that increase efficiency, as well as innovate on ways for bookkeepers to add value and market their services online. Gabrielle was nominated as a Top 100 ProAdvisor in 2015 and 2016, as well as for the Rule Breaker Awards. She is also a proud member of the Profit First Professionals family.

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NASBA Approved (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: 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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Founded in 2008, SmartVault is striving to give people a better life at work. So in your business, you can spend less time and money filing, retrieving, copying and sharing files and more time growing your businesses and making money.