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Turningpaperdata dryrun

QBO: TURNING PAPER DATA INTO FORECASTS AND ADVISING SERVICES

Cost Free   CPE Credits 1.5 hours   Subject Area Computer Software and Applications  Course Level Basic  Instructional Method Group Internet Based  Prerequisites None  Advanced Preparation None  Who should attend? CPA - small firm
CPA - medium firm
Other 
Series: Bookkeeper, Best of QuickBooks Apps, QuickBooks Online 
Course Description

Attend this session to learn how you can take a new client from their existing stacks of paper, to cash flow forecasting and advising based communications. You'll learn to quickly get paper data into the accounting system. Develop a method of cash flow forecasting with your clients. Create a communication dashboard platform for future client interactions.

Learning Objectives

  • Learn how to efficiently get historic paper (invoices, bills, and bank statements) into the accounting system.

  • Learn how to do cash flow forecasting with your clients.

  • Create dashboards to use as a proactive communication and advising tool for your clients.

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David Leary

Intuit
Global Small Business Ecosystem Evangelist
david_leary@intuit.com

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David Leary is a small business ecosystem evangelist at Intuit, and an innovative force in the small business accounting world. His business sense, vast technical knowledge and domain expertise has helped bridge the gap between developers, small business owners and accountants. He has worked multiple roles during his 19+ year career at Intuit: QuickBooks Support, Training, QA, Development, Marketing, Product and Project Management. In his current role, he focuses on bringing third-party SaaS solutions that work with QuickBooks Online to Apps.com. He was named by Accounting Today as a "One to Watch" in their Top 100 Most Influential People issue in 2015, and was a 2014 CPA Practice Advisor '40 under 40.' He also co-founded ViewMyPaycheck.

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Barb Ester

Dryrun
Director of Partnerships
barb@dryrun.com
(646) 233-2264

Dryrun

Involved in business development and growth for the past decade, Barb’s experience includes successes across various industries in customer engagement, marketing, and entrepreneurship. Today, Barb helps Dryrun partners and their clients reduce their financial hurdles and grow their business.

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Prasad Raje

Statx
CEO & Founder
prasad@statx.io
(650) 397-1636

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Prasad Raje is CEO of StatX Inc. and oversees overall business and product strategy and drives day-to-day company operations. Prasad was previously CEO of Instantis (acquired by Oracle) and has 20+ years of experience in mobile, SaaS and business collaboration and communication software.

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Tom Port

AutoEntry
VP of Sales
tom.port@autoentry.com
(857) 301-3409

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Tom Port is the vice president of sales at AutoEntry, an automated data entry solution for accountants, bookkeepers and SMEs.Tom leads activity across key territories for AutoEntry, including North America, the UK and Australia, and oversees global sales performance. Tom is responsible for aligning sales objectives with overall business strategy and for developing outreach initiatives that promote client growth and customer satisfaction. Tom was one of the first employees at the company and has worked within the organisation since 2010, previously holding positions as business development officer and UK head of sales. Tom studied at the Farnborough College of Technology in the UK, and is a martial arts enthusiast outside of the office.

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.

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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 Sponsor

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Intuit believes in the power of the individual. The power to do more. To make more. To be more. We believe in the people who do things – the hat jugglers, the to-do list junkies, the masters of getting it done faster, better and more efficiently than ever before. Whether that's balancing the household budget, running a business or paying taxes. We believe in these people because we are these people. We thrive on action – and results. And by making things simpler, we all get more out of doing what we love. We're innovators, and have been at it for more than three decades. And we don't stand still. As the world evolves, so do we – inventing new solutions to solve important problems, perfecting those solutions and delighting our customers. In short: Improving people's financial lives so profoundly they can't imagine going back to the old way. We started small in 1983 with Quicken personal finance software, simplifying a common household dilemma: balancing the family checkbook. Today, we've improved the lives of more than 45 million people, and our annual revenue exceeds $4 billion. We're publicly traded with the symbol INTU on the Nasdaq Stock Market, and regularly recognized as one of the best places to work in locations around the world.