Content Provider
Even a nerd 2

Sponsored by
Tsheets
Self-Study CPE
SOLVE YOUR CLIENTS' THREE BIGGEST HEADACHES USING TSHEETS + XERO
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ESTATE AND GIFT TAX COMPLIANCE AND PLANNING SOFTWARE: BLOOMBERG BNA DEMO
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ESTATE PLANNING ESSENTIALS: AVOIDING COSTLY MISTAKES
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THE CURE FOR HOLIDAY E-COMMERCE CHAOS
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AUTOMATE TIME-TRACKING TO SIMPLIFY PAYROLL
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GET TO KNOW SMARTVAULT FOR ACCOUNTING SERVICES: DEMO
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APP HAPPY: THE SIMPLE 6-STEP PROCESS FOR CHOOSING THE RIGHT APPS FOR YOU
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FRESHBOOKS: COMPLETE PRODUCT DEMONSTRATION
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CLOUD ACCOUNTING FOR YOUR SCHEDULE C FILERS
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BEYOND "NANNY TAXES": UPDATES & METHODS TO GUIDE HOUSEHOLD EMPLOYER CLIENTS
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Tsheets headache

SOLVE YOUR CLIENTS' THREE BIGGEST HEADACHES USING TSHEETS + XERO

Cost Free   CPE Credits 1.0 hour   Subject AreaSpecialized Knowledge & Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone  Who should attend? Bookkeeper
CPA - small firm
Other
Small Business Owner 
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!).

Testimonials

"This was an awesome webinar, the presenters were fun and lively."

"Geni is hilarious!! Love her presentation."

Even a nerd 2 Linkedin

Geni divides her time between working as a winery consultant at Brotemarkle, Davis & Co in the Napa Valley and writing, speaking, and tweeting about what some might consider nerdy subjects. She is a co-founder of Solve Services, which provides remote bookkeeping services to companies in the wine industry. As a former partner in a CPA firm, two-time software company executive, and recent CMO of a tech startup, she has a passion for applying technology to solving business problems. 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. She is a member of the TEDxNapaValley organizing committee and was the first speaker at their first TEDx event in 2011.
Geni is the author of “How to Make a Boring Subject Interesting : 52 ways even a nerd can be heard” which is available on Amazon.com.​

Joel Lacayo

Xero
Director
joel.lacayo@xero.com
(415) 806-1107

Xero logo Linkedin

Joel Lacayo is a Regional Sales Director for Xero, Forbes Most Innovative Growth Company 2014 & 2015, and has a B.S. in Business with a concentration in Marketing from San Francisco State University. He has been working with business clients within the financial services field for over 10 years. Joel is a Board Member for a local food entrepreneurship commercial kitchen in San Francisco and loves playing sports and traveling with his expecting wife and 4 year old son.

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.nasbaregistry.org.

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

About our sponsor

Tsheets

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.