Content Provider
Even a nerd 2

Sponsored by
Tsheetslogo
Tsheets headache

SOLVE YOUR CLIENTS' THREE BIGGEST HEADACHES USING TSHEETS + XERO

Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Other
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Series: Bookkeeper
Course Description

Learn how the new integration between the #1 rated time tracking application on the market, TSheets, and Xero payroll and accounting can help you solve the three biggest business pain points your clients (and maybe even you) endure with every single day.

Learning Objectives

  • Identify the three largest pain points your clients deal with daily.

  • Understand the true cost of these pain points and find out just how much they can affect the bottom line profitability of a small/medium business.

  • Learn how these pain points relate to your role as an accounting professional.

  • Find and utilize the tools already at your disposal (often for free) as an accounting professional and learn how you can leverage these tools to make an immediate positive impact in your clients' businesses (and maybe even your own!).

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Impactfuladvisor

Geni Whitehouse, CPA.CITP divides her time between working as a winery consultant at Brotemarkle, Davis & Co in the Napa Valley, working with MentorPlus.com to move the profession forward, writing, speaking, and tweeting at EvenANerd.com. Her mission in life is to make boring subjects enjoyable, and she is seldom at a loss for topics.


She is a regular keynote presenter at CPA and Technology conferences around the country. She has been named a Top 100 Influencer by Accounting Today, one of 25 Thought Leaders in Accounting, and one of the 25 Most Powerful Women in Accounting by CPA Practice Advisor. In addition, she was a member of the TEDxNapaValley organizing committee and was the first speaker at their inaugural event.


She is a co-founder of Solve Services, a remote bookkeeping business for the wine industry. She is the author of How to Make a Boring Subject Interesting: 52 Ways Even a Nerd can be Heard, available on Amazon.com.


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Joel Lacayo

Rippling
Lead Channel Account Executive
jlacayo@rippling.com
(415) 806-1107

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Joel Lacayo has spent his career working with entrepreneurs as they move through growth milestones. In previous roles, Joel supported Xero’s National Accounting Partner’s growth as they scaled.

Currently he is a co-founder to Contabi Alliance, an international community of Latino Accounting business leaders built on tech + collaboration, as well as a member of the Accounting Salon, a group of cloud accounting leaders committed to innovation within the industry + generosity of spirit.

Joel loves playing all sports, time with his wife and 2 boys, and leveraging social capital with like minded people. Joel is excited to serve as an internal advocate for every Accounting professional while supporting their continued growth.

Additional Materials
Track and Schedule Employee Time
Webinar Technical FAQs
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides
Nasba

NASBA Approved

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.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Sponsor

Tsheetslogo
TSheets is a time tracking application designed and engineered for companies across multiple industries that need to track, manage and report time. Utilizing web-based, cloud computing technology that integrates with multiple platforms, smartphones and software programs, TSheets provides a customizable alternative to paper timesheets and punch cards to streamline HR and IT roles for businesses of all sizes—from freelance shops to corporations employing tens of thousands.