Content Provider
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Self-Study CPE
AUTOMATE TIME-TRACKING TO SIMPLIFY PAYROLL
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INTRODUCTION TO QUICKBOOKS ONLINE FOR ACCOUNTANTS: PART ONE
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Free cpe webinars
Ready for 2020 to be Done? Let's get Your Clients Started off Right in 2021!

READY FOR 2020 TO BE DONE? LET'S GET YOUR CLIENTS STARTED OFF RIGHT IN 2021!

Available Date(s)
Wednesday, December 09, 2020: 3:00PM EST

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

As your clients’ most trusted advisor, it’s essential to have the best foundations in place so you can be the most effective partner possible for your clients and their businesses.

During this demo, you will learn about the advanced accounting features and cloud capabilities within Sage Business Cloud Accounting so that you can deliver the best accounting and advisory services possible to your clients.  These features include unlimited users with different access levels, automated bank feeds with bank rules, dimensional accounting capabilities, invoicing, Mac and mobile device capability, customizable reporting, auto-entry, and so much more!

Learning Objectives:


  • Recall how to give users different levels of access

  • Recognize how to interact with banks through bank feeds and bank rules

  • Identify how to use customizable reporting

Linkedin

Lisa Beaver

Sage
Cloud Solutions Engineer, Accountant Solutions
lisa.beaver@sage.com
(678) 280-5000 x330054

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Lisa Beaver joined Sage in June of 2014 and is a Cloud Solutions Engineer for Sage Business Solutions in North America. In this role, Lisa demonstrates Sage Business Cloud, including accounting and Sage 50cloud, to customers and prospects to show them the benefits of these cloud solutions. With over 20 years of product and training experience, it is truly a passion to help customers run their businesses more effectively and demonstrate the lasting benefits of automating their processes.

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 Presenter

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Our software manages accounting, ERP, HR, payroll, payments, assets, construction, and real estate. Our solutions travel with you or stay where you want us—in the cloud, on-premises, or both—giving you the freedom to work where you want. Our customers cover a wide range of small and medium-sized businesses. We support companies out of the home, small businesses with just a few employees, and larger enterprises that distribute across North America. All of our leaders have owned or been part of a small to medium-sized business and have deep roots in technology.