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TAKE YOUR QUICKBOOKS DESKTOP TO THE NEXT LEVEL: LEVERAGE THE CLOUD TO GROW

Available Date(s) Tuesday, May 16, 2017
Tuesday, June 20, 2017

2:00pm Eastern
1:00pm Central
12:00pm Mountain
11:00am Pacific
Cost Free   CPE Credits 1.0 hour   Subject AreaSpecialized Knowledge & Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone  Who should attend?CPA - small firm
CPA - medium firm
Other 
Integrates withQuickBooks Desktop 
Course Description

Each year it grows increasingly more important to take advantage of cloud technology and migrate your clients into an online collaborative environment. Learn how a fully-managed Hosted QuickBooks Desktop can transform your accounting practice by enabling you to provide more value to your clients while continuing to work with the software you know and love.

Learning Objectives

  • Learn how to determine whether Hosted QBD or QBO is the best fit for your client.

  • Understand how to discuss the benefits of moving to the cloud with your clients.

  • Learn how to package a monthly subscription cost of hosting for your clients.

Testimonials

"The presenters imparted knowledge on cloud basics."

"Very informative."

"The presentation provided me with a comprehensive & in-depth overview of the benefits & pitfalls surrounding integrating non-QBO hosting."

"I really learned a lot from this webinar; many things to consider about the cloud."

"Very well organized and presented."

"Great overall experience and I learned a lot that can help me for my future business endeavors."

Samantha Flynn

Right Networks
Partner Marketing Specialist
sales@rightnetworks.com
(888) 417-4448 ext. 1

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Jeff has spent the last twenty years working providing solutions to emerging growth businesses. After graduating Northeastern University, he spent five years working with two multinational CPA firms in an auditor capacity building a foundation for understanding how business work. He later went on to work in various controller and CFO roles before starting Siegel & Associates (previously Siegel Financial Group) in 2000. In those roles, he sold a company to ADP, raised funds for major expansion for a large regional IVF clinic, and helped setup accounting and financial structures for dozens of companies. Since starting Siegel & Associates, Jeff has worked with hundreds of clients providing accounting system solutions. Those solutions include setting up QuickBooks in a single user environment to putting in QuickBooks Enterprise in a 30 user environment and integrating various add-ons including inventory, CRM and ecommerce. He is a Certified Public Accountant, a QuickBooks Pro Advisor, a QuickBooks Advanced Pro Advisor, and an Intuit Solution Provider certified in Enterprise Solutions, Point of Sale & QuickBase. Jeff is also a Microsoft Certified Systems Engineer.

Handout Materials
Presentation Slides
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.

Nasba

NASBA Approved

CPAwebengage, Inc. (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.learningmarket.org.

CPAwebengage Inc. 1857. W 34th Ave, Denver, CO 80211