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Prestinaegele

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Migrating to QBO Advanced: Best Practices, Navigation and Integrations

MIGRATING TO QBO ADVANCED: BEST PRACTICES, NAVIGATION AND INTEGRATIONS

Cost Free
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Are you planning to convert to a new accounting software, but don’t know where to start? This course discusses the many factors to consider from the planning phase through implementation. From selecting the right software to converting your workflow and procedures, we discuss how to get through the process efficiently without interruption to operations.

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Prestinaegele

Kristin Cavataio, CPA received her BS degree in Accounting from The Pennsylvania State University and received her MBA in Finance, with Advanced Certifications in both Public Accounting and International Business, from Iona College. Kristin brings client-oriented experience from over ten years working in the service industry in addition to three years working as a billing coordinator for a NYC law firm. She began with Presti & Naegele specializing in corporate, partnership and individual taxation and has now transitioned to a Consultant with the Accounting Technology Department. Kristin is a Certified QuickBooks ProAdvisor.

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Prestinaegele

Joshua Bleznick is a Consultant at Presti & Naegele. He earned his BS degree in Finance and International Business from Ithaca College. He has worked in public accounting for over five years providing technology solutions for small to mid-size businesses. He has extensive knowledge with business processes and procedures. Josh has diverse experience in Financial Reporting, Accounts Receivable, Accounts Payable, General Ledger, Software Implementation and Data Mining. Josh is a Certified QuickBooks ProAdvisor.

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.
Handout Materials
Presentation Slides
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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 Presenter

Prestinaegele
Presti & Naegele is a full service accounting firm that has been providing business and tax services since 1982. Our hands-on approach to business is more than just a marketing pitch. It’s the first step in forging a long-standing relationship with some of the best in the business. Our staff of professionals provides compliance, business management and expert QuickBooks assistance and analysis to our clients.

Presti & Naegele believes good service should cover every financial need, no matter what size or scope. Our expert staff are more than just consultants — they’re fully invested in each and every client’s future success. Our ideal client does not work in a specific industry or have income of a particular amount but rather, is an individual or business that looks to us as a partner and trusted advisor.

We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success.