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Turningpaperdata dryrun

QBO: TURNING PAPER DATA INTO FORECASTS AND ADVISING SERVICES

Cost Free
CPE Credits 1.5 hours
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
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.

Linkedin

David Leary, CPA

AutoEntry
Principal Technology Evangelist
david.leary@autoentry.com

Autoentry logo

Named one of the "40 under 40" honorees by CPA Practice Advisor in 2014 and in 2015 by Accounting Today as a "One to Watch" in their Top 100 Most Influential People issue. David is an innovative and influential force in the small business accounting world. 

With over 21 years of experience, David has provided many small businesses, accountants, and developers with technical tools, deep industry knowledge, strategy, and solutions. His business sense, vast technical knowledge, and domain expertise have helped bridge the gap between developers, small business owners, and accountants. His unique style and impressive network have influenced and helped shape the new generation of accounting professionals.

Linkedin

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.

Linkedin

Prasad Raje

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

Statx light lockup%20120h

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.

Linkedin

Tom Port

AutoEntry
VP of Sales

Autoentry logo

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.

Additional Materials
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

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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.