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Veem

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Idealqbfirm veem

BUILD YOUR IDEAL QUICKBOOKS FIRM BY MOVING FROM "MOSTLY" TO "COMPLETELY" CLOUD

Cost Free   CPE Credits 1.0 hour   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
CPA - large firm
Other 
Course Description

The idea of a “cloud based firm” has been around for several years now. Long enough that most accounting professionals who are actively looking to grow their firm have made an effort to take their firm to “the cloud” in some capacity.  However - even several years into the “Age of Cloud Accounting” -  most accounting professionals have found that the idea of a cloud based firm and the reality haven’t always lined up. You might be able to use QBO + a few chosen apps you’ve partnered with app automate the data entry and/or increase the efficiency of 3/4ths of the tasks in your monthly “Accounts Payable Package”. This is progress, but you’ll never be able to enjoy the “work anytime, from anywhere” lifestyle promised by cloud accounting - unless you can actually do 100% of the tasks “anytime, from anywhere”.  Some firms cut tasks that couldn’t easily be automated to get to the “cloud lifestyle” faster but who’s to say if that’s what’s best for your clients (or your firm) in the long term.  Instead of cutting your services to fit technology’s limits - join us for a 60 mins presentation to learn about new advancements in fintech that will allow you to bring your workflow 100% online, without having to eliminate any (viable) service offerings. We will walk you through the most common elements of a firm’s client workflow that have traditionally not possible to do with an app, solutions for each one, and cover the benefits both your clients and your firm will experience by finally being able to be 100% cloud based.
 
Learning Objectives


  • Identify the most common roadblocks that keep you from moving your monthly client services completely to the cloud and discuss solution(s) for each roadblock.

  • Go over the benefits of a 100% cloud based workflow, and learn how to calculate the savings for your client and your firm.  

  • Client Messaging: learn how to reposition the purpose of your firm's monthly service packages to expand the perceived value of your firm & increase the Average Lifetime Value of each one of your current clients, and attract more new clients.

  • Learn the ideal client accounting services (CAS) menu offering and fully automated workflow.

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Veem

Kelly Bistriceanu was lucky enough to spend the early years of her career learning from some of the smartest C-Suite Executives on the planet! Now she is an entrepreneur based in Boise, Idaho. She owns and operates several different businesses all of which focus in some way on helping other SMBs/ Entrepreneurs find their true passion, purpose, and mission for their business.

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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

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

Veem
Veem is a next generation platform for business to business payments. We enable businesses to send and receive payments in local currency via a simple and inexpensive manner by using our unique multi-rail technology across several global networks.