Does your client have multiple legal entities, each with a separate QuickBooks database? Are they complaining about how difficult it is to manage intercompany transactions and consolidate financial reports? Does your client need to run financial reports by department, region, line-of-business or other business units? Has your client expanded into new countries and is now operating in multiple currencies? These are just a few of the signs that your client has outgrown QuickBooks. As their financial adviser, what answers do you have for them to guide them toward a more advanced accounting system?
This webinar aims to provide solutions to all of those questions and more while guiding attendees through a field of solutions that best fit respective situations.
David was born in Juarez, Mexico, on the border with El Paso, Texas. He graduated from San Francisco State University with a degree in Business Administration. In 1996, David began his first management position as CFO of a small struggling computer reselling business. In six months, David negotiated a new $3M line of credit and implemented a new accounting system, called Great Plains, which became Microsoft Dynamics GP. David moved on to work for a staffing company that wanted to implement GP. David helped this company grow from $2M in sales to over $15M in sales over seven years, by implementing and managing the IT systems that enabled the company to expand into staffing for both temporaries and leased employees. David worked as a Financial Systems Manager for a publicly traded company with operations in the US and Canada that also used Dynamics GP. He was the in-house Dynamics GP administrator and instructor. One day, David received a call from a Microsoft partner that asked him if he had ever thought about becoming a consultant. They gave him an offer he couldn't refuse. He is now the CEO of Vital IT Partners.
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