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

Pre-Event Workshops

Extend your learning by adding Pre-Event Workshops to your registration.

Half-Day Workshops $50
Full-Day Workshops $100
Wednesday, September 4th

QuickBooks Online Certification

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 using QuickBooks Online. As you progress through the course you will develop a working understanding of the complete end to end accounting lifecycle and be able to support clients with the key required tasks within QuickBooks...
Read More
Heather Satterley

Working with Excel Power Query & Power Pivot + Power BI Desktop

If you have heard of Excel’s Power Query and Power Pivot but aren’t exactly sure what they are or what they do, this workshop is for you. We will dig into Power Query and Power Pivot and see what they do and how they work together. Plus, we’ll look at the free standalone desktop application called Power BI which incorporates...
Read More
Jeff Lenning

Using Psychology 101 to Build Your Business

You are not crazy and neither are your clients – or at least most of them aren’t. But you can use psychological principles to better understand the needs of your clients and help them understand their need for your services. Exploring concepts such as perception, cognition, attention and motivation can help you build your business. Learn about the Imposter Syndrome...
Read More
Leslie C. Shiner

Sales & Use Tax Concepts, Challenges and Solutions

The complexity of sales and use tax as well as the number of recent changes and items in the news has most finance professionals wondering how these changes impact their businesses. This Workshop will provide an overview of sales and use tax concepts and then discuss some of the highest profile issues such as nexus, and what advisors need to...
Read More
Diane Yetter

How to Add Maximum Value for your Growing Clients

You’ve heard the hype about offering consulting services. You know it’s something you should do but where do you start? What does consulting really look like and how does it impact clients? In this session, you’ll learn about some of the tools in the Mentor Plus Level 5 Certified Advisor Training that you can put to work on behalf of...
Read More
Geni Whitehouse, CPA.CITP