Accountex USA | September 5-6, 2019 | Hynes Convention Center | Boston, MA

Certification Trainings & Workshops


QuickBooks Online Certification

QuickBooks Online Certification Aim: This course will provide you with the skills and knowledge required to provide a professional level of support to small business clients and help them succeed...
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Heather Satterley

Xero Advisor Certification

Xero’s Advisor Certification session is designed to help you become a regular Xero user and provide you with the skills to carry out your client work in Xero. This training...
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Jay Kimelman, CPA, CITP

Modern Excel & Power BI: Microsoft’s Revolutionary Tools for Analysis & Reporting

Did you know that Microsoft has quietly been turbocharging Excel by integrating industrial-strength Business Intelligence and Reporting engines into it?  Did you know that these new capabilities are 100% built...
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Rob Collie

Client Advisory Services – QuickStart Workshop brought to by Sage and Boomer Consulting

You want to provide more, higher value services to your clients, but where should you start and how do you scale? Knowing which services to offer and identifying how to package, price and...
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Kevin Cumley
Stone de Souza
L. Gary Boomer
Ed Kless

Understanding the Needs of Contractors.

Contractors need a lot of help! They don’t understand the numbers and have no idea what’s profitable. Learn how to speak to them in a language they understand. Discover ways...
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Leslie C. Shiner

From Small Business to Mid-Market: How to Bridge the Gap for Your Growing Clients

Everyone says you need to be a consultant, but what does that look like? In this half-day session, Acumatica and Geni Whitehouse will introduce you to the MentorPlus Level 5 Certified...
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Eric Moreau
Geni Whitehouse, CPA.CITP

Helping Clients Mitigate Risk: Strategies for Identifying and Addressing Financial Fraud

Fraud is a significant issue for organizations of all sizes. As a result, there are opportunities for small to mid-sized accounting firms to assist their clients by offering and providing...
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Allan Bachman, CFE