For those that embrace technology, there has never been a better time to own a small to mid-sized accounting firm. Big firms are shedding clients, creating a once-in-a-generation opportunity to... Read More
Sponsored by ADP Today’s dynamic business landscape requires small business owners to run fast, creating new opportunities for accounting professionals to advise business clients on how to leverage technology and automate processes... Read More
Sponsored by Xero Understanding advisory services can be overwhelming. With a variety of options and technology available, it’s essential you have a plan. In this presentation, you’ll get expert tips... Read More
Receipt Bank is revolutionizing bookkeeping for over 5,000 accounting and bookkeeping firms and tens of thousands of small business customers globally, using award winning AI and automation to unlock the... Read More
Most sole practitioners are an independent sort —they start their own business, begin small, and then over time grow. But at some point every business owner faces an inevitable (and extremely important) question: How do I leave my business, on my own terms, and in my best financial interests? This session explores the topic of how a Solopreneur can successfully retire. The two primary... Read More
Learn how you can increase your value while increasing capacity and capabilities. Selecting the right clients and services is paramount. Our system of targeting and filtering will accelerate your... Read More
Please join Will Yapp, VP Sales & Marketing at Right Networks, as he leads a panel of distinguished industry veterans representing CPA firms, application ISVs and application integration companies through... Read More
The new Bill.com is the intelligent business payments platform: smarter and more intuitive and built to make your payment process more efficient and scale with your accounting firm. Join us for this demo to get a look at the new design: cleaner, more modern and easier to use for you, your staff and your clients. See what’s under the hood, the anticipated new features and learn how the powerful artificial intelligence and machine learning capabilities will simplify your payment workflows and save you even more time.
ADP offers accounting professionals’ advanced HR tools and flexible partnership options backed by dedicated support to help you get strategic and increase firm revenue, along with anytime access to authorized... Read More
As businesses react to the changes in where they are required to collect sales tax, one of their first questions is how do I do this? There are many options but what are the differences and are the price differences relevant? In this session, we’ll talk about what factors need to be considered in evaluating a sales tax automation solution. We’ll also talk about best practices in implementing the solution. One of the big decisions is whether to register under the Streamlined Sales Tax program. Come hear when this make sense and could be the key decision on which solution to use. There are a variety of options available including using the existing functionality in an e-commerce or billing system. We’ll talk about when that is appropriate. Knowing the options as well as what is the right tool for your client’s needs is key to making this transition as painless as possible.
How to take your QuickBooks ProAdvisor practice to the next level through partnering. The concepts shared in this class can also be used for advisors that support other products such as Xero, Sage, Netsuite etc. However, I will share my tips and tricks as a QuickBooks Proadvisor and how I found connections within our community.
This presentation will focus on today’s core technology trends impacting accounting firms including cloud, collaboration, connectivity, and IT Security. Roman will discuss today’s leading production best practices including a slew... Read More