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Self-Study CPE
NEW CLIENT MAGIC
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AUTOMATE TIME-TRACKING TO SIMPLIFY PAYROLL
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MANAGING INVENTORY IN QUICKBOOKS DESKTOP - PART 1
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RESULTSCRM: LEVERAGING THE CONTACT "STANDARD SEARCH"
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RESULTSCRM: CREATING AND USING "ADVANCED/NAMED SEARCHES"
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OFFICETOOLS: DMS METHODS
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OFFICETOOLS: ASK US ANYTHING
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OFFICETOOLS: PROJECTS TIPS AND TRICKS
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AUTOMATING EXCEL: AN INTRODUCTION TO VBA
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RESULTSCRM: USING WORKFLOW FOR ACCOUNTING JOBS
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Outgrown vitalit

SEVEN SIGNS THAT YOUR CLIENT HAS OUTGROWN QUICKBOOKS

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? Bookkeeper
CPA - small firm
CPA - medium firm
CPA - large firm
Other 
Course Description

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.

Course Objectives:


  • Understand the seven signs that a company has outgrown QuickBooks

  • Discover leading options available based on the company’s size and industry

  • Learn the value that an experienced financial systems expert has in guiding the client through the upgrade process

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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.

Certifications:

  1. Passed CPA Exam 1995.
  2. Microsoft Certified Trainer since 2004.
  3. Microsoft Certified Technology Specialist since 2008.
  4. Microsoft Dynamics Credentialed Professional since 2015.

Handout Materials
Presentation Slides
Additional Materials
Outgrowing PDF
Software PDF
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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

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Since 1996, our CEO, David Hatfield, began helping companies improve their IT systems.  He formed Vital Partners in 2006 and we grew quickly. We were awarded the prestigious Microsoft Gold Partner status in 2007 and then Microsoft President's Club status in 2008.  As we grew, other Microsoft Partners began to ask us to help them service their clients.  Today, Vital Partners is part of a network of over 150 affiliated partners across the United States.